| T. Anton Investment House, Inc. | Madison | $366.6M | — |
| Black Maple Capital Management LP | Milwaukee | $352.9M | 2 |
| Envision Financial LLC | Brookfield | $352.9M | — |
| Fortress Planning Group, LLC | Pewaukee | $345.3M | — |
| Vestura, LLC | Hobart | $336.7M | — |
| Uniplan Investment Counsel, Inc. | Milwaukee | $330.5M | — |
| Sentinel Advisory Group, LLC | Middleton | $320.8M | — |
| Investment Professionals, LLC | Waunakee | $311M | — |
| H. C. Denison Co. | Sheboygan | $310M | — |
| Sterling Capital Management Inc | Brookfield | $296.9M | — |
| Wisconsin Capital Management, LLC | Madison | $293.6M | — |
| Sugar Maple Asset Management, LLC | Sister Bay | $291.5M | 1 |
| Ramiah Investment Group, Inc. | Brookfield | $283.3M | — |
| Macco Financial Group, Inc. | Green Bay | $277.8M | — |
| Walleye Partners LLC | Madison | $276.7M | — |
| RIA Services, LLC | West Bend | $276.1M | — |
| Cushing Capital Partners, LLC | Delafield | $274.7M | — |
| 1492 Capital Management, LLC | Milwaukee | $274.6M | — |
| Client First Investment Management LLC | West Bend | $271.9M | — |
| Mendota Financial Group, LLC | Madison | $254.2M | — |
| Transcend Advisor Group, LLC | Milwaukee | $253.2M | — |
| Morgan Dempsey Capital Management LLC | Milwaukee | $252.3M | — |
| Baird Venture Partners Management Company IV, LLC | Milwaukee | $252.1M | 2 |
| Windward Wealth Strategies, Inc. | Oshkosh | $251.2M | — |
| Beadell a D Investment Counsel Inc | Mequon | $250M | — |
| The Kieckhefer Group LLC | Mequon | $240.8M | — |
| Schamberger, Greylak & Utterback Wealth Management, LLC | La Crosse | $236.4M | — |
| Review Services Inc | Brookfield | $227.4M | — |
| Retirement Wealth Solutions LLC | Marshfield | $227M | — |
| Denali Wealth Management, Inc. | Mequon | $226.1M | — |
| Global Value Investment Corporation | Milwaukee | $225.6M | 1 |
| Cornerstone Enterprises, LLC | Appleton | $220.2M | — |
| Financial Service Group Inc | Mount Pleasant | $215M | — |
| Kcd Financial, Inc. | Green Bay | $202.1M | — |
| Calculated Wealth LLC | Madison | $200.8M | — |
| Entasis Asset Management LLC | Brookfield | $197.9M | — |
| Boardwalk Financial Strategies LLC | Hartland | $197.6M | — |
| Baird Venture Partners Management Company V, LLC | Milwaukee | $195.2M | 2 |
| Liberty Financial Group, Inc. | Elm Grove | $194.3M | — |
| Conceptual Financial Advisors, LLC | Appleton | $189.9M | — |
| Granite Financial Group, LLC | Brookfield | $186.2M | — |
| Wisconsin Wealth Advisors, LLC | Sun Prairie | $178M | — |
| Hoff Brothers, LLC | Wausau | $177.5M | — |
| Collar Capital Management, LLC | Appleton | $176.3M | — |
| La Crosse Financial Planning Inc. | Onalaska | $175.7M | — |
| Neuenschwander Asset Management, LLC | McFarland | $173.5M | — |
| Stonehaven Wealth & Tax Solutions, LLC | Appleton | $168.2M | — |
| McKinley Money, LLC | Eau-Claire | $163.7M | — |
| Elite Wealth Management, Inc. | Plover | $161.4M | — |
| Warnke/Nichols Ltd. | Delafield | $160M | — |