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 3985–4032

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3985

RTD Financial Advisors, Inc.

ECLECTIC ASSOCIATES INC /ADV

TCP Asset Management, LLC

NEW ENGLAND ASSET MANAGEMENT INC

Lineweaver Wealth Advisors, LLC

FAGAN ASSOCIATES, INC.

CULLEN INVESTMENT GROUP, LTD.

QUEST INVESTMENT MANAGEMENT LLC

NOTTINGHAM ADVISORS, INC.

Cornerstone Planning Group LLC

PERRYMAN FINANCIAL ADVISORY INC /AD

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Covenant Asset Management, LLC

LS Investment Advisors, LLC

Lombard Odier Asset Management (USA) Corp

Cohen Capital Management, Inc.

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

Matthew Goff Investment Advisor, LLC

MITCHELL CAPITAL MANAGEMENT CO

CLUNE & ASSOCIATES, LTD.

Concord Asset Management, LLC/VA

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC

D L CARLSON INVESTMENT GROUP INC

Bellecapital International Ltd.

Whitaker-Myers Wealth Managers, LTD.

Pettinga Financial Advisors LLC

HUTCHINSON CAPITAL MANAGEMENT/CA

OKABENA INVESTMENT SERVICES INC

Lafayette Investments, Inc.

Detalus Advisors, LLC

Parisi Gray Wealth Management

WHITENER CAPITAL MANAGEMENT, INC.

Divergent Planning, LLC

Lanham O'Dell & Company, Inc.

PALO ALTO WEALTH ADVISORS, LLC

Grunden Financial Advisory, Inc.

Franchise Capital Ltd

LIFE LINE WEALTH MANAGEMENT LLC

Sowa Financial Group, Inc.

LBJ Family Wealth Advisors, Ltd.

Pollock Investment Advisors, LLC

$136M40

Dec 31

Q4 2025

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