The Whale Ledger13F Filings9,303 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,303 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 3409–3456

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3409

EnRich Financial Partners LLC

Compass Advisory Group LLC

Resolute Advisors LLC

McMill Wealth Management

Squire Investment Management Company, LLC

Strata Wealth Advisors, LLC

Headland Capital, LLC

PING CAPITAL MANAGEMENT, INC.

Three Bridge Wealth Advisors, LLC

Summit Investment Advisory Services, LLC

Aurdan Capital Management, LLC

ForthRight Wealth Management, LLC

Smart Money Group LLC

Cedar Wealth Management, LLC

TERRIL BROTHERS, INC.

Prairiewood Capital, LLC

CLARIS ADVISORS, LLC / MO /

Fiduciary Planning LLC

Courage Miller Partners, LLC

Wealth Advisors of Iowa, LLC

Promethos Capital, LLC

ONE Advisory Partners, LLC

Waterford Advisors, LLC

Lynch Asset Management, Inc.

Sage Financial Management Group, Inc.

Equita Financial Network, Inc.

Bryant Woods Investment Advisors, LLC

PCA Investment Advisory Services Inc.

Ascension Capital Advisors, Inc.

Wheelhouse Advisory Group LLC

Timonier Family Office, LTD.

Essential Planning, LLC.

Midwest Heritage Bank, FSB

FINANCIAL LIFE ADVISORS

Oxler Private Wealth LLC

Parkshore Wealth Management, Inc.

ODonnell Financial Services, LLC

Forum Private Client Group LLC

$336M86

Jun 30

Q2 2026

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