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.

Sort by

Ranked by Whale ScoreShowing rows 6097–6144

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6097

PIER 88 INVESTMENT PARTNERS LLC

Landmark Wealth Management, LLC

KFA Private Wealth Group, LLC

COLTON GROOME FINANCIAL ADVISORS, LLC

RFG - Bristol Wealth Advisors, LLC

Taylor Hoffman Capital Management LLC

Pinnacle Financial Group, LLC / IL

Rooted Wealth Advisors, Inc.

Benchmark Financial Wealth Advisors, LLC

Buckley Wealth Management, LLC

Grandview Asset Management LLC

Sterling Wealth Management, Inc.

TriaGen Wealth Management LLC

FIDUCIARY FAMILY OFFICE, LLC

Kerrisdale Advisers, LLC

Valtinson Bruner Financial Planning LLC

Shoker Investment Counsel, Inc.

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Red Wave Investments LLC

Crown Wealth Group, LLC

OAK FAMILY ADVISORS, LLC

Access Investment Management LLC

Quantum Private Wealth, LLC

Narus Financial Partners, LLC

Leeward Financial Partners, LLC

SWEENEY & MICHEL, LLC

Financial Insights, Inc.

Lifestyle Asset Management, Inc.

Next Capital Management LLC

B.O.S.S. Retirement Advisors, LLC

Alta Wealth Advisors LLC

FLYNN ZITO CAPITAL MANAGEMENT, LLC

Sterling Financial Planning, Inc.

Eaton Financial Holdings Company, LLC

Westbourne Investment Advisors, Inc.

Spectrum Asset Management, Inc. (NB/CA)

MADDEN SECURITIES Corp

$360M118

Jun 30

Q2 2026

← PreviousPage 128 of 194 · 9,303 filersNext →