| Portfolio Design Services, LLC | River Falls | $159.8M | — |
| Sycamore Investment Consulting Services, LLC | Madison | $159.6M | — |
| Retirement Income Strategies, LLC | Evansville | $159M | — |
| Plus Group Wealth Advisors, LLC | Belgium | $158.9M | — |
| Titletown Wealth Management, LLC | Green Bay | $150.3M | — |
| Financial Strategies, Inc. | Brookfield | $149.8M | — |
| Mueller Wealth, LLC | Mishicot | $148.1M | — |
| Clf Asset Management, Inc. | Madison | $146.9M | — |
| Mlg Fund Manager LLC | Brookfield | $143.6M | 1 |
| Verus Wealth Management, LLC | De Pere | $143.1M | — |
| Cmg Wealth Advisors LLC | Madison | $138.4M | — |
| American Investment Advisors Inc | Madison | $137.9M | — |
| Coordinated Capital Securities, Inc. | Fort Atkinson | $136.8M | — |
| Central Wealth Management LLC | Madison | $136.8M | — |
| Kult Wealth Management Group, LLC | Brookfield | $135.1M | — |
| Lasalle Investment Advisors, Inc. | Pewaukee | $133.6M | — |
| Jansen Wealth Management LLC | Altoona | $132.3M | — |
| Intrinsic Investors LLC | Wauwatosa | $129.4M | — |
| Capital Wealth Advisors, Ltd. | West Bend | $126.1M | — |
| Breakthru Advisory Services, LLC | Muskego | $125.7M | — |
| Coast Advisory LLC | East Troy | $122.5M | — |
| Omni Financial LLC | Madison | $116.9M | — |
| Professional Financial Management, Inc. | Appleton | $115.5M | — |
| Leach, Bickmore & Weiss Wealth Management, LLC | Madison | $115.3M | 1 |
| Yahara Wealth Management LLC | Madison | $112M | — |
| Sullivan Investment Management LLC | Wisconsin Rapids | $111.8M | — |
| Valley Wealth Management LLC | Oshkosh | $111.5M | — |
| Pavlic Investment Advisors, Inc. | Delafield | $108.8M | — |
| Sumnicht & Associates, LLC | Appleton | $107.9M | — |
| River1 Asset Management LLC | Milwaukee | $107.8M | — |
| Milborn Advisors, Ltd | Milwaukee | $107.7M | — |
| Independent Wealth Management LLC | Kenosha | $107.1M | — |
| Morgan-Aly Wealth Management, LLC | Waukesha | $105.3M | — |
| Baird Principal Group Management Company, LLC | Milwaukee | $83.7M | — |
| Baird Principal Group Management Company II, LLC | Milwaukee | $81.7M | — |
| Sims Capital Management LLC | Milwaukee | $56.4M | — |
| Anthony Capital Management, LLC | De Pere | $37.9M | — |
| Baird Principal Group Management Company I, LLC | Milwaukee | $22.4M | — |
| ETF Model Solutions, LLC | Appleton | $18.1M | — |
| Significance Capital Management LLC | Milwaukee | $3.8M | — |
| Baird Venture Partners Management Company III, LLC | Milwaukee | $1.3M | 2 |
| Northwestern Mutual Investment Services, LLC | Milwaukee | — | — |
| Isectors, LLC | Appleton | — | — |
| Francis LLC | Brookfield | — | — |
| Elite Retirement Group, Inc. | Plover | — | — |