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 3793–3840

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3793

MOODY LYNN & LIEBERSON, LLC

Bridgewater Advisors Inc.

Thomasville National Bank

Legacy Private Trust Co.

GUARDIAN WEALTH ADVISORS, LLC / NC

LEE DANNER & BASS INC

INFRASTRUCTURE CAPITAL ADVISORS, LLC

TIAA TRUST, NATIONAL ASSOCIATION

TRUSTMARK BANK TRUST DEPARTMENT

Strategic Investment Advisors / MI

EARNED WEALTH ADVISORS, LLC

Abundance Wealth Counselors

BALDWIN WEALTH PARTNERS LLC/MA

DLD Asset Management, LP

MOSAIC FAMILY WEALTH PARTNERS, LLC

Symmetry Investments LP

Fort Point Capital Partners LLC

WASHINGTON TRUST BANK

First Financial Bank - Trust Division

Diversified Portfolios, Inc.

Amplius Wealth Advisors, LLC

Kimelman & Baird, LLC

GERMAN AMERICAN BANCORP, INC.

MEANS INVESTMENT CO., INC.

BRANDYWINE OAK PRIVATE WEALTH LLC

Wescott Financial Advisory Group, LLC

CARDIFF PARK ADVISORS, LLC

HENGEHOLD CAPITAL MANAGEMENT LLC

Heartwood Wealth Advisors LLC

ARS Wealth Advisors Group, LLC

Wealth Architects, LLC

Shepherd Financial Partners LLC

SUMMIT WEALTH GROUP LLC / CO

Cornerstone Advisory, LLC

Compass Ion Advisors, LLC

Cascade Financial Partners, LLC

PERISCOPE CAPITAL INC.

Private Capital Management, LLC

Gryphon Financial Partners LLC

$1.1B383

Jun 30

Q2 2026

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