Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
HARBOUR INVESTMENTS, INC. |
19258 |
801-29185 |
28573 |
219 |
$4,468,811,819 |
ANNEX WEALTH MANAGEMENT, LLC |
127987 |
801-63505 |
17141 |
114 |
$4,833,150,360 |
NICOLET WEALTH MANAGEMENT |
283940 |
801-108012 |
10191 |
58 |
$2,930,862,255 |
BAKER TILLY WEALTH MANAGEMENT, LLC |
167811 |
801-119352 |
3569 |
37 |
$4,800,233,228 |
DANA INVESTMENT ADVISORS INC |
105879 |
801-14828 |
3269 |
53 |
$4,427,776,044 |
NORTH STAR ASSET MANAGEMENT INC |
106489 |
801-52034 |
3098 |
18 |
$2,324,356,049 |
PEGASUS PARTNERS |
175206 |
801-81049 |
2983 |
21 |
$2,452,419,607 |
THOMPSON INVESTMENT MANAGEMENT, INC. |
129609 |
801-62562 |
779 |
19 |
$2,425,678,000 |
JOHN F SUBY WEALTH MANAGEMENT LLC |
150824 |
801-70434 |
322 |
5 |
$1,750,916,698 |
REINHART PARTNERS, LLC |
106432 |
801-40278 |
290 |
19 |
$1,613,276,781 |
KELLOGG ASSET MANAGEMENT, LLC |
150031 |
801-70113 |
116 |
11 |
$2,172,239,299 |
HEARTLAND ADVISORS, INC. |
29433 |
801-19074 |
93 |
27 |
$1,691,154,945 |
MADISON ASSET MANAGEMENT |
130874 |
801-62992 |
50 |
96 |
$3,920,106,732 |
MASON WELLS, INC. |
173069 |
801-80473 |
6 |
20 |
$1,936,451,188 |
HAMMES REALTY ADVISORS, LLC |
165693 |
801-78676 |
5 |
34 |
$1,509,379,344 |