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 6577–6624
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
6577
PACES FERRY WEALTH ADVISORS, LLC
53
$270M144
Jun 30
Q2 2026
6578
Brindle & Bay Financial Advisors, LLC
53
$268M102
Sep 30
Q3 2026
6579
SMITH SHELLNUT WILSON LLC /ADV
53
$268M161
Jun 30
Q2 2026
6580
HMS Capital Management, LLC
53
$267M120
Jun 30
Q2 2026
6581
FF Advisors,LLC
53
$267M123
Jun 30
Q2 2026
6582
Beta Wealth Group, Inc.
53
$267M120
Jun 30
Q2 2026
6583
Navis Wealth Advisors, LLC
53
$264M175
Jun 30
Q2 2026
6584
Heritage Wealth Management, Inc. /CA/
53
$263M115
Jun 30
Q2 2026
6585
Haven Private, LLC
53
$263M171
Jun 30
Q2 2026
6586
Resolute Wealth Strategies, LLC
53
$258M132
Jun 30
Q2 2026
6587
Mach-1 Financial Group, LLC
53
$258M131
Jun 30
Q2 2026
6588
Family Capital Management, Inc.
53
$258M115
Jun 30
Q2 2026
6589
626 Financial, LLC
53
$257M127
Jun 30
Q2 2026
6590
Birchcreek Wealth Management, LLC
53
$257M134
Jun 30
Q2 2026
6591
Kiker Wealth Management, LLC
53
$256M161
Jun 30
Q2 2026
6592
BYRNE FINANCIAL FREEDOM, LLC
53
$256M119
Jun 30
Q2 2026
6593
VESTIA PERSONAL WEALTH ADVISORS
53
$256M112
Jun 30
Q2 2026
6594
1248 Management, LLC
53
$256M149
Jun 30
Q2 2026
6595
Millington Financial Advisors, LLC
53
$254M128
Jun 30
Q2 2026
6596
Granite Harbor Advisors, Inc.
53
$253M132
Jun 30
Q2 2026
6597
Darden Wealth Group Inc
53
$252M155
Jun 30
Q2 2026
6598
Fox Hill Wealth Management
53
$249M120
Jun 30
Q2 2026
6599
Alpha Family Trust
53
$249M200
Jun 30
Q2 2026
6600
JIM SAULNIER & ASSOCIATES, LLC
53
$249M152
Jun 30
Q2 2026
6601
Pavion Blue Capital, LLC
53
$248M111
Jun 30
Q2 2026
6602
NorthStar Asset Management LLC /NJ/
53
$246M106
Jun 30
Q2 2026
6603
Fire Capital Management LLC
53
$246M122
Jun 30
Q2 2026
6604
Trademark Financial Management, LLC
53
$244M107
Jun 30
Q2 2026
6605
Kapstone Financial Advisors LLC
53
$239M175
Jun 30
Q2 2026
6606
Carl P. Sherr & Co., LLC
53
$239M134
Jun 30
Q2 2026
6607
Collaborative Wealth Managment Inc.
53
$238M171
Jun 30
Q2 2026
6608
Pinnacle Family Advisors, LLC
53
$238M155
Jun 30
Q2 2026
6609
TABLEAUX LLC
53
$238M120
Jun 30
Q2 2026
6610
CEERA INVESTMENTS, LLC
53
$236M101
Jun 30
Q2 2026
6611
R2 Capital Strategies, LLC
53
$236M114
Sep 30
Q3 2026
6612
Frederick Financial Consultants, LLC
53
$236M121
Jun 30
Q2 2026
6613
MN Wealth Advisors, LLC
53
$235M134
Jun 30
Q2 2026
6614
Sterneck Capital Management, LLC
53
$233M103
Jun 30
Q2 2026
6615
Turning Point Benefit Group, Inc.
53
$232M109
Jun 30
Q2 2026
6616
MATRIX PRIVATE CAPITAL GROUP LLC
53
$230M143
Jun 30
Q2 2026
6617
Adalta Capital Management LLC
53
$228M126
Jun 30
Q2 2026
6618
Wingate Wealth Advisors, Inc.
53
$227M127
Jun 30
Q2 2026
6619
Brucke Financial, Inc.
53
$225M175
Jun 30
Q2 2026
6620
Guinness Atkinson Asset Management Inc
53
$223M107
Jun 30
Q2 2026
6621
Symphony Financial Services, Inc.
53
$223M105
Jun 30
Q2 2026
6622
Mendel Capital Management LLC
53
$222M104
Jun 30
Q2 2026
6623
WIMMER ASSOCIATES 1, LLC
53
$221M113
Jun 30
Q2 2026
6624
One Wealth Map LLC
53
$220M106
Jun 30
Q2 2026
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