The Whale Ledger13F Filings9,302 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,302 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 6145–6192

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6145

Wealth Management Partners, LLC

Sterling Investment Counsel, LLC

AVALON CAPITAL MANAGEMENT

PIER 88 INVESTMENT PARTNERS LLC

ATTICUS WEALTH MANAGEMENT, 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

Snider Financial Group

OAK FAMILY ADVISORS, LLC

Access Investment Management LLC

WEBSTERROGERS FINANCIAL ADVISORS, LLC

Quantum Private Wealth, LLC

Narus Financial Partners, LLC

Leeward Financial Partners, LLC

SWEENEY & MICHEL, LLC

Financial Insights, Inc.

Lifestyle Asset Management, Inc.

Congress Park Capital LLC

Next Capital Management LLC

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

Alta Wealth Advisors LLC

$369M170

Jun 30

Q2 2026

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