Main office state: MD
1 WMS Partners, LLC $7,206,586 $3,130,551,967 $1,243,845,713 $4,374,397,680
2 A.G. Campbell Advisory, LLC $4,932,177 $77,874,581 $257,513,465 $335,388,046
3 Pennington Partners & Co., LLC $2,483,347 $503,846,698 $606,209,607 $1,110,056,305
4 Heritage Investors Management Corp $2,419,977 $3,072,409,103 $10,641,652 $3,083,050,755
5 L. K. Benson & Company, P.C. $2,380,724 $190,457,934 — $190,457,934
6 The Ellerson Group Inc $2,155,427 $191,467,554 $2,520,879 $193,988,433
7 Tred Avon Family Wealth, LLC $2,047,844 $72,000 $274,339,078 $274,411,078
8 Trumbower Financial Advisors LLC $1,680,912 $157,530,189 $1,193,922,835 $1,351,453,024
9 New Potomac Partners LLC $1,521,137 $166,438,021 $13,056,102 $179,494,123
10 GELLER & LEHMANN, LLC $1,482,845 — $155,698,710 $155,698,710
11 Aegis Wealth Management LLC $1,466,103 $637,754,732 — $637,754,732
12 Ferguson-Johnson Wealth Management, Inc. $1,362,284 $226,696,987 $6,253,653 $232,950,640
13 Brightside Advisory Partners, LLC $1,281,201 $344,643,090 — $344,643,090
14 And Wealth Partners, LLC $1,257,567 $132,780,696 $162,747,576 $295,528,272
15 Edgemoor Investment Advisors, Inc. $1,201,222 $1,101,520,202 — $1,101,520,202
16 Court Place Advisors LLC $1,193,006 $380,843,144 $918,738 $381,761,882
17 Cornerstone Advisory, LLC $1,138,062 $1,429,405,386 — $1,429,405,386
18 Tufton Capital Management, LLC $1,055,676 $831,873,000 — $831,873,000
19 Sargent Investment Group, LLC $1,022,489 $657,863,000 $437,223,000 $1,095,086,000
20 Marathon Capital Management LLC $965,092 $591,601,523 — $591,601,523
21 Black Diamond Financial, LLC $908,111 $428,221,870 $60,341,918 $488,563,788
22 Maryland Capital Management, LLC $872,841 $1,941,082,275 $5,353,094 $1,946,435,369
23 Warner Financial, Inc $797,839 $496,551,768 $18,054,463 $514,606,231
24 Garnet Group LLC $757,281 $143,126,160 — $143,126,160
25 May Barnhard Investments LLC, D/B/A Mbi LLC $695,799 $251,285,585 $16,597,030 $267,882,615
26 Grant/Grossmendelsohn, LLC $692,537 $397,628,897 $27,588,957 $425,217,854
27 The Luts & Greenleigh Group, Inc. $675,694 $383,635,530 $42,727,480 $426,363,010
28 The Family Firm, Inc. $675,566 $669,485,979 — $669,485,979
29 Burt Associates, Incorporated $645,359 $702,796,467 — $702,796,467
30 Verdence Capital Advisors, LLC $602,297 $2,472,428,702 — $2,472,428,702
31 Fulton Breakefield Broenniman,LLC $579,012 $1,418,000,000 — $1,418,000,000
32 WBH Advisory, Inc. $572,568 $856,562,066 — $856,562,066
33 Foundry Wealth Advisors, LLC $544,749 $100,642,281 $7,762,671 $108,404,952
34 Bontempo Ohly Capital Management, LLC $532,399 $298,143,236 — $298,143,236
35 HORAN CAPITAL MANAGEMENT,LLC $527,234 $723,364,700 — $723,364,700
36 Baltimore-Washington Financial Advisors, Inc. $524,704 $1,205,884,388 $32,417,924 $1,238,302,312
37 Annapolis Financial Services, LLC $521,313 $536,819,568 $654,350 $537,473,918
38 Intervest Ltd $509,948 $107,327,794 $57,385,348 $164,713,142
39 AFS Financial Group, LLC $502,990 $410,942,482 — $410,942,482
40 Huber, Weakland & Associates, Inc. $497,368 $188,999,935 — $188,999,935
41 My Wealth Management, Inc. $478,937 $125,421,000 $2,934,000 $128,355,000
42 Financial Advantage Inc $470,353 $297,733,364 — $297,733,364
43 Wealthplans, LLC $462,426 $105,433,025 — $105,433,025
44 Retirement Management Systems, Inc. $454,903 $1,370,621,789 — $1,370,621,789
45 Marks Wealth, LLC $450,704 $298,000,000 $22,000,000 $320,000,000
46 The Junk Investment Group, LLC $424,146 — $422,025,480 $422,025,480
47 Pinnacle Advisory Group, Inc. $403,691 $2,317,996,134 — $2,317,996,134
48 1 North Wealth Services, LLC $372,067 $245,564,288 — $245,564,288
49 Ivy League Financial Advisors LLC $358,343 $125,061,537 — $125,061,537
50 Kendall Capital Management $355,732 $357,865,904 — $357,865,904