Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
ANNEX WEALTH MANAGEMENT, LLC |
127987 |
801-63505 |
18642 |
139 |
$5,583,981,406 |
NICOLET WEALTH MANAGEMENT |
283940 |
801-108012 |
9297 |
60 |
$3,665,411,749 |
DANA INVESTMENT ADVISORS INC |
105879 |
801-14828 |
3327 |
61 |
$4,505,412,092 |
NORTH STAR ASSET MANAGEMENT INC |
106489 |
801-52034 |
3090 |
21 |
$2,727,420,238 |
BAKER TILLY WEALTH MANAGEMENT, LLC |
167811 |
801-119352 |
2304 |
27 |
$4,408,957,456 |
RESONANT CAPITAL ADVISORS, LLC |
298451 |
801-114001 |
1981 |
19 |
$1,747,858,866 |
DIVERSIFIED MANAGEMENT INC |
106680 |
801-46436 |
1640 |
7 |
$1,576,315,793 |
PROVIDENT TRUST COMPANY |
110118 |
801-58213 |
1119 |
12 |
$5,743,082,043 |
THOMPSON INVESTMENT MANAGEMENT, INC. |
129609 |
801-62562 |
800 |
18 |
$2,135,401,000 |
REINHART PARTNERS, LLC |
106432 |
801-40278 |
263 |
14 |
$1,912,117,349 |
KELLOGG ASSET MANAGEMENT, LLC |
150031 |
801-70113 |
115 |
11 |
$2,508,796,355 |
HEARTLAND ADVISORS, INC. |
29433 |
801-19074 |
92 |
26 |
$1,885,901,565 |
MADISON ASSET MANAGEMENT |
130874 |
801-62992 |
49 |
95 |
$4,484,845,089 |
MASON WELLS, INC. |
173069 |
801-80473 |
6 |
22 |
$2,141,471,695 |
HAMMES REALTY ADVISORS, LLC |
165693 |
801-78676 |
5 |
33 |
$1,665,275,777 |