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 5185–5232

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5185

Cheviot Value Management, LLC

VICTORY FINANCIAL GROUP, LLC

OARSMAN CAPITAL, INC.

Allegheny Financial Group

FSM Wealth Advisors, LLC

Capital Investment Counsel, Inc

Fort Sheridan Advisors LLC

MJP ASSOCIATES INC /ADV

Tennessee Valley Asset Management Partners

Fortis Capital Management LLC

KFG WEALTH MANAGEMENT, LLC

Meridian Wealth Advisors, LLC

D'Orazio & Associates, Inc.

Capital Advisors Wealth Management, LLC

AdvisorShares Investments LLC

ARVEST INVESTMENTS, INC.

Werba Rubin Papier Wealth Management

Financial Advisors Network, Inc.

KAVAR CAPITAL PARTNERS GROUP, LLC

Pasadena Private Wealth, LLC

Madison Wealth Partners, Inc

Almanack Investment Partners, LLC.

Summit Financial Wealth Advisors, LLC

PenderFund Capital Management Ltd.

Round Rock Advisors, LLC

Trifecta Capital Advisors, LLC

Biltmore Family Office, LLC

Horst & Graben Wealth Management LLC

RIVERSEDGE ADVISORS, LLC

Commonwealth Financial Services, LLC

REGATTA CAPITAL GROUP, LLC

Lebenthal Global Advisors, LLC

S-Bank Fund Management Ltd

Security Financial Services, INC.

Probity Advisors, Inc.

FINANCIAL MANAGEMENT NETWORK INC

Aspen Grove Capital, LLC

Wealth Alliance Advisory Group, LLC

Atlas Legacy Advisors, LLC

DELTEC ASSET MANAGEMENT LLC

$677M264

Jun 30

Q2 2026

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