The Whale Ledger13F Filings9,282 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,282 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 3745–3792

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3745

Cedar Wealth Management, LLC

TERRIL BROTHERS, INC.

CLARIS ADVISORS, LLC / MO /

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.

Bryant Woods Investment Advisors, LLC

Ascension Capital Advisors, Inc.

Wheelhouse Advisory Group LLC

Timonier Family Office, LTD.

Essential Planning, LLC.

Equita Financial Network, Inc.

Midwest Heritage Bank, FSB

Oxler Private Wealth LLC

ODonnell Financial Services, LLC

Forum Private Client Group LLC

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

BHK Investment Advisors, LLC

Goepper Burkhardt LLC

BENNETT SELBY INVESTMENTS LP

Royal Harbor Partners, LLC

Foundry Financial LLC

Passive Capital Management, LLC.

BALANCED WEALTH GROUP LLC

Inlight Wealth Management, LLC

Envision Financial Planning, LLC

ADAPT WEALTH ADVISORS, LLC

IronBridge Private Wealth, LLC

LANDMARK WEALTH MANAGEMENT, INC.

Kondo Wealth Advisors, Inc.

ACORN CREEK CAPITAL LLC

Strategic Equity Management

Silphium Asset Management Ltd

CONTINUUM WEALTH ADVISORS, LLC

BEACON FINANCIAL PLANNING, INC

Landing Point Financial Group, LLC

DC Investments Management, LLC

$293M55

Jun 30

Q2 2026

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