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 4369–4416

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4369

N.E.W. Advisory Services LLC

Inspire Advisors, LLC

Washington Trust Advisors, Inc.

DT Investment Partners, LLC

JNBA Financial Advisors

CCM INVESTMENT ADVISERS LLC

JACKSON THORNTON WEALTH MANAGEMENT, LLC

TD Capital Management LLC

THAMES CAPITAL MANAGEMENT LLC

Salomon & Ludwin, LLC

SG Capital Management LLC

PFM Health Sciences, LP

DELTA ASSET MANAGEMENT LLC/TN

Aperture Investors, LLC

Zweig-DiMenna Associates LLC

Wellesley Asset Management

Rhenman & Partners Asset Management AB

Financial Management Professionals, Inc.

V-Square Quantitative Management LLC

MIRABELLA FINANCIAL SERVICES LLP

SUMMIT SECURITIES GROUP LLC

Private Wealth Asset Management, LLC

Capital Investment Services of America, Inc.

IAG Wealth Partners, LLC

Ionic Capital Management LLC

Waterway Wealth Management, LLC

WALLER FINANCIAL PLANNING GROUP, INC

Whitcomb & Hess, Inc.

Highland Financial Advisors, LLC

Franklin, Parlapiano, Turner & Welch, LLC

New Capital Management LP

Shah Wealth Advisors, LLC

ETF Portfolio Partners, Inc.

Amicus Financial Advisors, LLC

Presidio Capital Management, LLC

Trinity Financial Advisors LLC

St. Clair Advisors, LLC

Independence Financial Advisors, LLC

CHERRYDALE WEALTH MANAGEMENT, LLC

Payne Capital Management, LLC

CPA Asset Management Group, LLC

Norman Fields, Gottscho Capital Management, LLC

Mills Wealth Advisors LLC

Trinity Wealth Management, LLC

$315M75

Jun 30

Q2 2026

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