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 3505–3552

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3505

Compass Financial Services Inc

Family Office Research LLC

KEYVANTAGE WEALTH, LLC

5th Street Advisors, LLC

QUARRY HILL ADVISORS, LLC

Beaumont Asset Management, L.L.C.

Leslie Global Wealth, LLC

NBZ Investment Advisors LLC

Meritas Wealth Management, LLC

Tribridge Partners Financial LLC

BOYUM WEALTH ARCHITECTS LLC

Independent Family Office, LLC

Fogel Capital Management, Inc.

POSTROCK PARTNERS LLC

Spectrum Investment Advisors, Inc.

Higgins & Schmidt Wealth Strategies LLC

Riverstone Advisors, LLC

Cobblestone Asset Management LLC

BRIGHT FINANCIAL ADVISORS, INC.

Sequent Asset Management, LLC

Grove Street Fiduciary, LLC

Compass Financial Group, Inc.

Lauterbach Financial Advisors, LLC

PFG Private Wealth Management, LLC

CarsonAllaria Wealth Management, Ltd.

Harold Davidson & Associates Inc.

BANYAN CAPITAL MANAGEMENT, INC.

Integrity Investment Advisors, LLC

Ridgepath Capital Management LLC

Mink Brook Asset Management LLC

Cadence Wealth Management LLC

SAGE PRIVATE WEALTH GROUP, LLC

Navi International - Administradora e Gestora de Recursos Financeiros Ltda.

Sylvest Advisors, LLC

Hyperion Capital Advisors LP

Paragon Capital Management LLC

AUA CAPITAL MANAGEMENT, LLC

Destiny Capital Corp/CO

Kellett Wealth Advisors, LLC

RIVERCHASE WEALTH MANAGEMENT, LLC

Fort Vancouver Investment Management, LLC

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