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 4417–4464

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4417

Lakeshore Financial Planning, Inc.

Carroll Advisory Group, LLC

RASP WEALTH SOLUTIONS, LLC

Financial Symmetry Inc

Woodward Financial Advisors, Inc.

Foundry Financial LLC

Weitzel Financial Services, Inc.

Wealth Advisors Northwest LLC

Stonehearth Capital Management, LLC

Shore Point Advisors, LLC

Shira Ridge Wealth Management

Juno Financial Group LLC

Fluent Financial, LLC

Platform Wealth Management, LLC

Orin Green Financial, LLC

Financial Planning Navigators CORP

Keystone Global Partners, LLC

Silverberg Bernstein Capital Management LLC

Private Wealth Group, LLC

McKinney Capital Management, LLC

Avondale Wealth Management

Sentinel Advisory Group, LLC

Sunesis Advisors, LLC

Curry Webb Wealth Management LLC

Midwest Financial Partners Investments, Inc.

SOUTHERN CAPITAL ADVISORS, LLC

Johnson Wealth Management, LLC

Team Financial Group, LLC

Allodium Investment Consultants, LLC

Serenity Investment Advisors

A&I FINANCIAL SERVICES, LLC

Oak Barrel Wealth Advisory LLC

GRANVILLE CAPITAL, INC.

Estate Planners Group, LLC

Broadway Wealth Solutions, Inc.

Banque de Luxembourg S.A.

Henderson Brothers Financial Partners, LLC

Shearwater Capital LLC

Mullaney, Keating & Wright, Inc.

Bucket List Wealth Management, LLC

Taylor & Morgan Wealth Management, LLC

Marathon Mission, Inc.

$200M57

Jun 30

Q2 2026

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