The Whale Ledger13F Filings9,285 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,285 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 6913–6960

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6913

Regal Investment Advisors LLC

FAS Wealth Partners, Inc.

Evergreen Wealth Solutions, LLC

Verdence Capital Advisors LLC

Koshinski Asset Management, Inc.

Stratos Wealth Advisors, LLC

Parcion Private Wealth LLC

Waterloo Capital, L.P.

Plato Investment Management Ltd

FIDELIS CAPITAL PARTNERS, LLC

SSI INVESTMENT MANAGEMENT LLC

Cornerstone Wealth Group, LLC

Pinnacle Wealth Management Advisory Group, LLC

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

China Universal Asset Management Co., Ltd.

Tradition Wealth Management, LLC

Strategic Wealth Partners, Ltd.

IMA Advisory Services, Inc.

Main Street Financial Solutions, LLC

Perennial Investment Advisors, LLC

Ethos Financial Group, LLC

TRANSCEND CAPITAL ADVISORS, LLC

Limestone Investment Advisors LP

Rothschild Wealth LLC

Continuum Advisory, LLC

Coppell Advisory Solutions LLC

Transamerica Financial Advisors, LLC

Marks Group Wealth Management, Inc

Institute for Wealth Management, LLC.

Inscription Capital, LLC

CVA Family Office, LLC

Golden State Wealth Management, LLC

Pinnacle Wealth Planning Services, Inc.

Kera Capital Partners, Inc.

Archer Investment Corp

Steigerwald, Gordon & Koch Inc.

Fulcrum Asset Management LLP

SOA Wealth Advisors, LLC.

$595M892

Jun 30

Q2 2026

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