The Whale Ledger13F Filings9,288 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,288 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 8305–8352
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
8305
Mendel Money Management
48
$273M127
Jun 30
Q2 2026
8306
Integrity Wealth Solutions LLC
48
$271M129
Jun 30
Q2 2026
8307
Carnegie Lake Advisors LLC
48
$268M168
Jun 30
Q2 2026
8308
SSA SWISS ADVISORS AG
48
$266M107
Jun 30
Q2 2026
8309
RETIREMENT GUYS FORMULA LLC
48
$266M158
Jun 30
Q2 2026
8310
BlueChip Wealth Advisors LLC
48
$264M172
Jun 30
Q2 2026
8311
GatePass Capital, LLC
48
$263M189
Jun 30
Q2 2026
8312
Investmark Advisory Group LLC
48
$263M148
Jun 30
Q2 2026
8313
Purkiss Capital Advisors LLC
48
$263M189
Jun 30
Q2 2026
8314
PATRON PARTNERS, LLC
48
$260M193
Jun 30
Q2 2026
8315
Cherokee Insurance Co
48
$259M124
Jun 30
Q2 2026
8316
Endowment Wealth Management, Inc.
48
$259M189
Jun 30
Q2 2026
8317
Transcendent Capital Group LLC
48
$257M128
Jun 30
Q2 2026
8318
Empire Financial Management Company, LLC
48
$253M139
Jun 30
Q2 2026
8319
DUDLEY CAPITAL MANAGEMENT, LLC
48
$250M151
Jun 30
Q2 2026
8320
Matisse Capital
48
$250M180
Jun 30
Q2 2026
8321
GARRISON POINT ADVISORS, LLC
48
$247M176
Jun 30
Q2 2026
8322
WESTBOURNE INVESTMENTS, INC.
48
$245M149
Jun 30
Q2 2026
8323
DOVER ADVISORS, LLC
48
$244M153
Jun 30
Q2 2026
8324
Legacy Wealth Managment, LLC/ID
48
$243M197
Jun 30
Q2 2026
8325
DoubleLine ETF Adviser LP
48
$242M170
Jun 30
Q2 2026
8326
Cornerstone Select Advisors, LLC
48
$238M149
Jun 30
Q2 2026
8327
Lantern Wealth Advisors, LLC
48
$232M197
Sep 30
Q3 2026
8328
Elefante Mark B
48
$232M186
Jun 30
Q2 2026
8329
Summit Place Financial Advisors, LLC
48
$228M110
Jun 30
Q2 2026
8330
TFB Advisors LLC
48
$227M190
Jun 30
Q2 2026
8331
TANDEM CAPITAL MANAGEMENT CORP /ADV
48
$226M113
Sep 30
Q3 2026
8332
BROOKS, MOORE & ASSOCIATES, INC.
48
$223M114
Jun 30
Q2 2026
8333
Tudor Financial Inc.
48
$222M152
Jun 30
Q2 2026
8334
17 CAPITAL PARTNERS, LLC
48
$222M176
Jun 30
Q2 2026
8335
MWA Asset Management
48
$221M129
Jun 30
Q2 2026
8336
Pacific Point Advisors, LLC
48
$219M129
Jun 30
Q2 2026
8337
RiverPark Advisors, LLC
48
$219M161
Jun 30
Q2 2026
8338
CORRADO ADVISORS, LLC
48
$217M120
Jun 30
Q2 2026
8339
OmniStar Financial Group, Inc.
48
$217M118
Jun 30
Q2 2026
8340
Barnes Wealth Management Group, Inc
48
$216M195
Jun 30
Q2 2026
8341
Brendel Financial Advisors LLC
48
$216M101
Jun 30
Q2 2026
8342
PETRA FINANCIAL ADVISORS INC
48
$216M168
Jun 30
Q2 2026
8343
Reflection Asset Management
48
$214M159
Jun 30
Q2 2026
8344
KEYNOTE FINANCIAL SERVICES LLC
48
$214M185
Jun 30
Q2 2026
8345
Aegis Wealth Management LLC
48
$213M160
Jun 30
Q2 2026
8346
Novak & Powell Financial Services, Inc.
48
$212M171
Jun 30
Q2 2026
8347
Beckerman Institutional, LLC
48
$210M124
Jun 30
Q2 2026
8348
PANORAMIC INVESTMENT ADVISORS, LLC
48
$209M141
Jun 30
Q2 2026
8349
WESPAC Advisors, LLC
48
$205M200
Jun 30
Q2 2026
8350
Farringdon Capital, Ltd.
48
$202M184
Jun 30
Q2 2026
8351
Disciplined Investors, L.L.C.
48
$200M145
Jun 30
Q2 2026
8352
VIAWEALTH, LLC
48
$199M167
Jun 30
Q2 2026
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