The Whale Ledger13F Filings9,284 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,284 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 4705–4752

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4705

Collaborative Capital Advisors LLC

ACT CAPITAL MANAGEMENT, LLC

LiftPoint Family Wealth Advisors LLC

Vigil Wealth Management, LLC

Purewater Capital LLC

E-Wealth Partners, LLC

Kane Co Wealth Management, Inc.

Kelsey Financial, LLC

Investors Portfolio Services LLC

Smith Partners Wealth Management, LLC

Palatine Hill Wealth Management, LLC

Stoic Point Capital Management LLC

Blom & Howell Financial Planning, Inc.

January Capital Advisors LLC

Envision Financial Transparency, LLC

Artesa Financial Group, LLC

OakTrust Wealth Advisors, LLC

Vistica Wealth Advisors, LLC

Cedrus Wealth Group LLC

truNorth Financial Services, Inc.

Layline Advisors, LLC

Briggs Wealth Management, Inc

Intentional Wealth Strategies, LLC

COGENT STRATEGIC WEALTH LLC

Englebert Financial Advisers, LLC

Provident Living Financial Services, Inc.

Capitolis Liquid Global Markets LLC

Northwest & Ethical Investments L.P.

NorthCrest Asset Manangement, LLC

SteelPeak Wealth, LLC

Venture Visionary Partners LLC

MassMutual Private Wealth & Trust, FSB

Avior Wealth Management, LLC

Achmea Investment Management B.V.

Avidian Wealth Enterprises, LLC

CoreCap Advisors, LLC

CWA Asset Management Group, LLC

Focus Financial Network, Inc.

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