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 4657–4704

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4657

Armbruster Capital Management, Inc.

Asset Allocation Strategies LLC

ARTHUR M. COHEN & ASSOCIATES, LLC

Ironwood Financial, llc

BOCHK Asset Management Ltd

Atlanta Consulting Group Advisors, LLC

Elk River Wealth Management, LLC

Parkwoods Wealth Partners, LLC

Mason & Associates Inc

All Terrain Financial Advisors, LLC

M. Kulyk & Associates, LLC

Fonville Wealth Management LLC

Mattern Wealth Management LLC

Seven Fleet Capital Management LP

STUDIO INVESTMENT MANAGEMENT LLC

Bernardo Wealth Planning LLC

Frisch Financial Group, Inc.

Cambridge Advisors Inc.

Columbia Asset Management

Clarity Wealth Advisors, LLC

Wealth Dimensions Group, Ltd.

KICKSTAND VENTURES, LLC.

Clare Market Investments LLC

Madrona Financial Services, LLC

Firestone Capital Management

Second Line Capital, LLC

Stelac Advisory Services LLC

WESCAP Management Group, Inc.

Sovereign Investment Advisors, LLC

Bridgewealth Advisory Group, LLC

49 WEALTH MANAGEMENT, LLC

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Rockline Wealth Management, LLC

Adams Wealth Management

Scissortail Wealth Management, LLC

Curtis Advisory Group, LLC

Alliance Wealth Management Group

Aspire Capital Advisors LLC

Detalus Advisors, LLC

Financial Sense Advisors, Inc.

Eldridge Investment Advisors, Inc.

BUILDER INVESTMENT GROUP INC /ADV

PEDDOCK CAPITAL ADVISORS, LLC

$501M165

Jun 30

Q2 2026

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