| Black Maple Capital Management LP | Milwaukee | $298.3M | 3 |
| Morgan Dempsey Capital Management LLC | Milwaukee | $286.6M | — |
| Fortress Planning Group, LLC | Pewaukee | $279.1M | — |
| Schamberger, Greylak & Utterback Wealth Management, LLC | La Crosse | $272.4M | — |
| Sugar Maple Asset Management, LLC | Sister Bay | $259M | 1 |
| Wisconsin Capital Management, LLC | Madison | $256.6M | — |
| Ramiah Investment Group, Inc. | Brookfield | $256.4M | — |
| Baird Venture Partners Management Company IV, LLC | Milwaukee | $255.4M | 2 |
| Sterling Capital Management Inc | Brookfield | $255.2M | — |
| Mendota Financial Group, LLC | Madison | $254.6M | — |
| Envision Financial LLC | Brookfield | $252M | — |
| Cushing Capital Partners, LLC | Delafield | $232.9M | — |
| Ecio, Inc. | Madison | $231.7M | — |
| Atlatl Advisers LLC | Madison | $229.9M | — |
| Baird Venture Partners Management Company V, LLC | Milwaukee | $226.7M | 2 |
| RIA Services, LLC | West Bend | $221.7M | — |
| 1492 Capital Management, LLC | Milwaukee | $220.4M | — |
| Beadell a D Investment Counsel Inc | Mequon | $217.3M | — |
| Transcend Advisor Group, LLC | Milwaukee | $206.6M | — |
| Windward Wealth Strategies, Inc. | Oshkosh | $202.2M | — |
| Walleye Partners LLC | Madison | $201.1M | — |
| Liberty Financial Group, Inc. | Elm Grove | $194.3M | — |
| Global Value Investment Corporation | Milwaukee | $194.3M | 1 |
| Warnke/Nichols Ltd. | Delafield | $190.8M | — |
| Conceptual Financial Advisors, LLC | Appleton | $189.9M | — |
| Review Services Inc | Brookfield | $189.2M | — |
| The Kieckhefer Group | Mequon | $184.6M | — |
| Client First Investment Management LLC | West Bend | $184.4M | — |
| Cornerstone Enterprises, LLC | Appleton | $183.8M | — |
| Denali Wealth Management, Inc. | Mequon | $183M | — |
| Kcd Financial, Inc. | Green Bay | $182.6M | — |
| H. C. Denison Co. | Sheboygan | $177.3M | — |
| Retirement Wealth Solutions LLC | Marshfield | $175.8M | — |
| Boardwalk Financial Strategies LLC | Hartland | $175.6M | — |
| Entasis Asset Management LLC | Brookfield | $171M | — |
| Granite Financial Group, LLC | Brookfield | $170.6M | — |
| Elite Retirement Group, Inc. | Plover | $168.4M | — |
| La Crosse Financial Planning Inc. | Onalaska | $164.1M | — |
| Coordinated Capital Securities, Inc. | Fort Atkinson | $159.9M | — |
| Sycamore Investment Consulting Services, LLC | Madison | $159.6M | — |
| Retirement Income Strategies, LLC | Evansville | $154.6M | — |
| Stonehaven Wealth & Tax Solutions, LLC | Appleton | $153.7M | — |
| Elite Wealth Management, Inc. | Plover | $153.4M | — |
| Neuenschwander Asset Management, LLC | McFarland | $149M | — |
| Collar Capital Management, LLC | Appleton | $146.8M | — |
| Calculated Wealth LLC | Madison | $142.3M | — |
| Portfolio Design Services, LLC | River Falls | $138.2M | — |
| Plus Group Wealth Advisors, LLC | Belgium | $137.1M | — |
| Financial Strategies, Inc. | Brookfield | $137M | — |
| McKinley Money, LLC | Eau-Claire | $134.8M | — |