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 5569–5616

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

5569

FIG FINANCIAL ADVISORY SERVICES INC /ADV

Aspetuck Financial Management LLC

Providence Wealth Advisors, LLC

RiverTree Advisors, LLC

ELLERSON GROUP INC /ADV

Granite Group Advisors, LLC

Bravias Capital Group, LLC

EIGHT 31 FINANCIAL, LLC

Valpey Financial Services, LLC

ROBINSON SMITH WEALTH ADVISORS LLC

MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

Orca Wealth Management, LLC

Mainstream Capital Management LLC

COTTONWOOD CAPITAL ADVISORS, LLC

Good Steward Wealth Advisors,LLC

CHARTER RESEARCH & INVESTMENT GROUP, INC.

Cannon Advisors, Inc.

INTERACTIVE FINANCIAL ADVISORS, INC.

Apex Wealth Management, LLC

Generation Capital Management LLC

Cornerstone Financial Group, LLC /NE/

PMG Wealth Management, Inc.

Bosman Wealth Management, LLC

Merkkuri Wealth Advisors LLC

Papamarkou Wellner Asset Management inc.

Sagace Wealth Management LLC

Round Hill Asset Management

Schwallier Wealth Management LLC

Seed Wealth Management, Inc.

Sugar Maple Asset Management, LLC

GUARDIAN INVESTMENT MANAGEMENT

MUIRFIELD WEALTH ADVISORS LLC

FLOYD FINANCIAL GROUP LLC

Capital Squared Financial LLC

WealthTrak Capital Management LLC

Slocum, Gordon & Co LLP

Spartan Planning & Wealth Management

Turn8 Private Wealth Inc.

MONETTA FINANCIAL SERVICES INC

Perissos Private Wealth Management, LLC

DIAMANT ASSET MANAGEMENT, INC.

Koa Wealth Management, LLC

$147M54

Jun 30

Q2 2026

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