| Mbe Wealth Management, LLC | Tomah | $859.6M | — |
| Spectrum Investment Advisors, Inc. | Mequon | $849.7M | — |
| Milestone Investment Advisors, LLC | Middleton | $824.2M | — |
| McGlone Suttner Wealth Management, Inc. | Appleton | $816M | — |
| Copper Harbor Investment Advisors, LLC | Appleton | $805M | — |
| Bernicke Wealth Management, Ltd. | Altoona | $801.7M | — |
| P. J. Schmidt Investment Management, Inc | Cedarburg | $787.3M | — |
| Baird Capital Management Company, LLC | Milwaukee | $739.6M | 9 |
| Walkner Condon Financial Advisors LLC | Madison | $732.8M | — |
| Park Capital Management, LLC | Madison | $732.8M | — |
| Skylands Capital, LLC | Milwaukee | $724.4M | 4 |
| Advisors Management Group Inc | La Crosse | $712.6M | — |
| Global View Capital Management LLC | Waukesha | $708M | — |
| Rmg Wealth Management, LLC | Platteville | $691.9M | — |
| Alpha Investment Consulting Group, LLC | Milwaukee | $635.7M | — |
| Broadview Financial Management, LLC | Wauwatosa | $623.3M | — |
| Marietta Investment Partners, LLC | Milwaukee | $605.2M | — |
| Riverwater Partners LLC | Milwaukee | $600.2M | — |
| Jacobson & Schmitt Advisors, LLC | Middleton | $590M | — |
| Bkm Wealth Management, LLC | Brookfield | $582M | — |
| Leverty Financial Group, LLC | Hudson | $567.4M | — |
| Midwest Professional Planners, Ltd. | Wausau | $554.3M | — |
| Wea Financial Advisors, Inc. | Madison | $554.3M | — |
| Richardson Capital Management, LLC | Menomonee Falls | $526.5M | — |
| Uncommon Cents Investing, Inc | Janesville | $519.6M | — |
| Shakespeare Wealth Management, LLC | Pewaukee | $512.5M | — |
| Winch Advisory Services, LLC | Appleton | $510.7M | — |
| Friedlander & Co Inc | Milwaukee | $502.8M | — |
| Googins Advisors, Inc. | Middleton | $501M | — |
| Poehling Capital Management, Inc. | Madison | $489.3M | — |
| Enrich Financial Partners LLC | Madison | $478.5M | — |
| Affiliated Financial Advisors Inc | Milwaukee | $462.1M | — |
| Avaii Wealth Management, LLC | Appleton | $442.6M | — |
| The Milwealth Group, LLC | Milwaukee | $435.8M | — |
| Endowment Wealth Management, Inc. | Appleton | $427.6M | 11 |
| John F Suby Wealth Management LLC | Madison | $427.5M | — |
| Buska Wealth Management, LLC | Wausau | $425.2M | — |
| Drake & Associates, LLC | Waukesha | $418.8M | — |
| Charter Capital Management, LLC | Brookfield | $411.7M | — |
| Arcataur Capital Management LLC | Milwaukee | $403.6M | — |
| Richmond Investment Services LLC | Mequon | $393.5M | — |
| Geneva Partners, LLC | Lake Geneva | $387.3M | — |
| Kerntke Otto McGlone Wealth Management Group | Appleton | $385M | — |
| Capital Innovations, LLC | Waukesha | $372.9M | — |
| Blackhawk Capital Partners, LLC | Thiensville | $336.4M | — |
| T. Anton Investment House, Inc. | Madison | $331.9M | — |
| Evexia Wealth, LLC | Stevens Point | $329.4M | — |
| Financial Service Group Inc | Mount Pleasant | $324.7M | — |
| Investment Professionals, LLC | Waunakee | $311M | — |
| Vestura, LLC | Hobart | $299M | — |