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.

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Ranked by Whale ScoreShowing rows 7153–7200

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7153

Kelly Financial Services LLC

Centennial Wealth Advisory LLC

HARRELL INVESTMENT PARTNERS, LLC

Generali Investments, Management Co LLC

INTEGRAL INVESTMENT ADVISORS, INC.

Legacy Wealth Partners, LLC

Cerro Pacific Wealth Advisors LLC

Prosperity Planning, Inc.

One Charles Private Wealth Services, LLC

PRAIRIE ADVISORY, LLC

ATTICUS WEALTH MANAGEMENT, LLC

Daybright Advisory Services, Inc.

Sandy Cove Advisors, LLC

Snider Financial Group

WEBSTERROGERS FINANCIAL ADVISORS, LLC

Windsor Capital Management, LLC

JUNCTURE WEALTH STRATEGIES, LLC

CLIENT 1ST ADVISORY GROUP, LLC

Hutchens & Kramer Investment Management Group, LLC

Congress Park Capital LLC

Storen Legacy Partners, LLC

Hopwood Nicholas Hunter

Purus Wealth Management, LLC

Gerald Baker Financial Group LLC

INVESTMENT ADVISORY SERVICES INC /TX /ADV

ACIMA PRIVATE WEALTH, LLC

WARNER FINANCIAL, INC

Arkfeld Wealth Strategies, L.L.C.

Ducere Wealth Management LLC

MONTGOMERY INVESTMENT MANAGEMENT INC

Buttonwood Financial Advisors Inc.

Vigilare Wealth Management

FAMILY WEALTH PARTNERS, LLC

Northstar Advisory Group, LLC

ShoreHaven Wealth Partners, LLC

Oak Asset Management, LLC

Alliance Wealth Advisors, LLC

Archer Investment Management, LLC

Maloon Powers Pitre Higgins & Dennehy, LLC

VIEWPOINT INVESTMENT PARTNERS CORP

$290M127

Jun 30

Q2 2026

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