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 5473–5520

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5473

Strategic Financial Partners, Ltd.

Pachira Investments Inc.

Financial Futures Ltd Liability Co.

MOKAN Wealth Management Inc.

Fairtree Asset Management (Pty) Ltd

WEIK CAPITAL MANAGEMENT

Guardian Financial Partners, LLC

WJ Wealth Management, LLC

Brentview Investment Management LLC

Regency Capital Management Inc.\DE

Compass Wealth Management, LLC/GA

Jupiter Wealth Management LLC

Cascade Wealth Advisors, Inc

ARBOR TRUST WEALTH ADVISORS, LLC

North Berkeley Wealth Management, LLC

May Barnhard Investments LLC

Applied Capital LLC/FL

WESTPORT ASSET MANAGEMENT INC

MOTIVE WEALTH ADVISORS

Long Island Wealth Management, Inc.

PEAK FINANCIAL ADVISORS LLC

Trail Ridge Investment Advisors, LLC

CMG Global Holdings, LLC

KANE INVESTMENT MANAGEMENT, INC.

WEST BANCORPORATION INC

Blue Sky Capital Consultants Group, Inc.

Sustainable Insight Capital Management, LLC

Foundry Financial Group, Inc.

Benchmark Investment Advisors LLC

Mission Hills Financial Advisory, LLC

ROBINSON CAPITAL MANAGEMENT, LLC

Laurel Wealth Planning LLC

Finer Wealth Management, Inc.

Oxford Wealth Group, LLC

RFP Financial Group LLC

Coign Capital Advisors LLC

Capital Wealth Alliance, LLC

Base Wealth Management LLC

Birchview Capital, LP

Kingsman Wealth Management, Inc.

$214M76

Jun 30

Q2 2026

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