The Whale Ledger13F Filings9,286 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,286 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 7921–7968

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7921

WARNER FINANCIAL, INC

Etesian Wealth Advisors, Inc.

MONTGOMERY INVESTMENT MANAGEMENT INC

JCIC Asset Management Inc.

Vigilare Wealth Management

Ceeto Capital Group, LLC

Northstar Advisory Group, LLC

Global Trust Asset Management, LLC

Skyline Advisors, Inc.

Lodestone Wealth Management LLC

VIEWPOINT INVESTMENT PARTNERS CORP

YARGER WEALTH STRATEGIES, LLC

Lakeridge Wealth Management LLC

Johnson & White Wealth Management, LLC

Heritage Wealth Management, Inc. /CA/

Palisades Hudson Asset Management, L.P.

IVC Wealth Advisors LLC

Christensen, King & Associates Investment Services, Inc.

Bullock Wealth Management Group

Westhampton Capital, LLC

VISIONARY HORIZONS, LLC

CITY NATIONAL BANK OF FLORIDA /MSD

MN Wealth Advisors, LLC

Turning Point Benefit Group, Inc.

Wayfinding Financial, LLC

Cloud Capital Management, LLC

Optimist Retirement Group LLC

Brucke Financial, Inc.

Spectrum Planning & Advisory Services Inc.

Symphony Financial Services, Inc.

Mendel Capital Management LLC

Sunbeam Capital Management, LLC

WOLFF WIESE MAGANA LLC

Capstone Wealth Management, LLC

4J Wealth Management LLC

Wall Street Financial Group, Inc.

Fingerlakes Wealth Management, Inc.

Byrne Asset Management LLC

Cross Staff Investments Inc

Mountain Hill Investment Partners Corp.

RAINIER FAMILY WEALTH INC

ALTERNA WEALTH MANAGEMENT, INC

Coastwise Capital Group, LLC

Holistic Financial Partners

AGH Wealth Advisors, LLC

$158M191

Jun 30

Q2 2026

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