Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
CONNECTUS WEALTH |
310912 |
801-119970 |
11652 |
89 |
$7,672,990,478 |
GREENSPRING ADVISORS, LLC |
132669 |
801-67570 |
4807 |
41 |
$6,000,116,360 |
HARBOR INVESTMENT ADVISORY, LLC |
151085 |
801-70893 |
3021 |
34 |
$4,247,694,157 |
D.F. DENT AND COMPANY, INC. |
105179 |
801-11364 |
1413 |
31 |
$6,450,487,807 |
HERITAGE INVESTORS MANAGEMENT CORP |
110420 |
801-10612 |
1389 |
16 |
$3,126,801,088 |
WMS PARTNERS, LLC |
109971 |
801-46692 |
690 |
86 |
$5,162,519,390 |
ALLIANCE PARTNERS LLC |
157700 |
801-72413 |
168 |
24 |
$2,883,399,572 |
ASSET STRATEGY CONSULTANTS LLC |
110800 |
801-55215 |
93 |
22 |
$6,861,913,101 |
NEW CENTURY ADVISORS, LLC |
122478 |
801-61423 |
47 |
15 |
$3,825,808,464 |
T. ROWE PRICE (CANADA), INC. |
107290 |
801-39638 |
25 |
8 |
$4,722,277,230 |
LASALLE INVESTMENT MANAGEMENT SECURITIES |
111179 |
801-48201 |
25 |
30 |
$3,053,871,081 |
FCP |
161468 |
801-74428 |
12 |
84 |
$3,538,172,358 |
MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC |
285820 |
801-108694 |
11 |
278 |
$6,814,943,082 |
ARLINGTON CAPITAL PARTNERS |
160265 |
801-73842 |
6 |
23 |
$7,296,670,131 |
ROCK SPRINGS CAPITAL |
168648 |
801-78511 |
6 |
20 |
$5,716,429,633 |