The Whale Ledger13F Filings9,302 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,302 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 2689–2736

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

2689

Beacon Capital Management, LLC

Elwood & Goetz Wealth Advisory Group, LLC

Garrett Wealth Advisory Group, LLC

Legacy Financial Strategies, LLC

Harfst & Associates, Inc.

Leonard Rickey Investment Advisors P.L.L.C.

Altiora Financial Group, LLC

RAM Investment Partners, LLC

TruNorth Capital Management, LLC

KEB ASSET MANAGEMENT, LLC

Intelligence Driven Advisers, LLC

Financial Security Advisor, Inc.

West Wealth Group, LLC

Family Investment Center, Inc.

Drake & Associates, LLC

Helen Stephens Group, LLC

Premier Financial Group

RETIREMENT INCOME SOLUTIONS, INC

CORRECT CAPITAL WEALTH MANAGEMENT

McNamara Financial Services, Inc.

Single Point Partners, LLC

MANCHESTER FINANCIAL INC

CM WEALTH ADVISORS LLC

Warberg Asset Management LLC

LANDAAS & CO /WI /ADV

Coyle Financial Counsel LLC

Aljian Capital Management, LLC

VOISARD ASSET MANAGEMENT GROUP, INC.

MINDSET WEALTH MANAGEMENT, LLC

MBM WEALTH CONSULTANTS, LLC

Richard P Slaughter Associates Inc

Smith & Howard Wealth Management, LLC

Beirne Wealth Consulting Services, LLC

Wolff Financial Management LLC

Aspen Private Advisors, LLC

Geremia Financial Services, LLC

University of Cambridge Investment Management Ltd

WD Thunder CV Ultimate GP LLC

Point Break Capital Management, LLC

Crystal Cove Asset Management, LLC

VCU Investment Management Co

$77M2

Jun 30

Q2 2026

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