The Whale Ledger13F Filings9,282 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,282 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 6433–6480

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6433

Capital Management Associates, Inc

Ackerman Capital Advisors, LLC

Decker Wealth Management LLC

Bulltick Wealth Management, LLC

Summit Wealth Group, LLC

Montis Financial, LLC

Wealth Advisory Solutions, LLC

Evernest Financial Advisors, LLC

Austin Wealth Management, LLC

American Investment Services, Inc.

Lansing Street Advisors

BASSO CAPITAL MANAGEMENT, L.P.

KELLY LAWRENCE W & ASSOCIATES INC/CA

Skaana Management L.P.

Milestone Investment Advisors LLC

Legacy Wealth Partners, LLC

Atlas Private Wealth Advisors

BEAM WEALTH ADVISORS, INC.

Freedom Day Solutions, LLC

Warren Street Wealth Advisors, LLC

Quadrant Private Wealth Management, LLC

MERIDIAN MANAGEMENT CO

Duncan Williams Asset Management, LLC

Carr Financial Group Corp

CCG WEALTH MANAGEMENT, LLC

Wealth Management Partners, LLC

PIER 88 INVESTMENT PARTNERS LLC

Landmark Wealth Management, LLC

Taylor Hoffman Capital Management LLC

Pinnacle Financial Group, LLC / IL

Rooted Wealth Advisors, Inc.

Buckley Wealth Management, LLC

Crown Wealth Group, LLC

Sterling Wealth Management, Inc.

FIDUCIARY FAMILY OFFICE, LLC

Kerrisdale Advisers, LLC

$399M114

Jun 30

Q2 2026

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