| 1. Nicolet Wealth Management CRD 283940 · Limited Liability Company | GREEN BAY, WI | $4.3B Mar 2026 | +$444.8M+11.6% | +$1.4B+46.5% | +$3.1B+252.9% | — | +17 employees+29.3% over 3Y | -379 accounts-3.7% over 3Y |
| 2. Kellogg Asset Management, LLC CRD 150031 · Limited Liability Company | GREEN BAY, WI | $2.9B Mar 2026 | +$207.0M+7.8% | +$686.3M+31.6% | +$536.6M+23.1% | +$1.7B+157.8% | -2 employees-18.2% over 3Y | -12 accounts-10.3% over 3Y |
| 3. Packerland Brokerage Services, INC. CRD 37031 · Corporation | GREEN BAY, WI | $1.4B Apr 2026 | +$448.7M+49.3% | +$428.3M+46.1% | +$753.8M+124.7% | +$1.3B+1858.7% | +45 employees+16.5% over 3Y | -72 accounts-1.0% over 3Y |
| 4. Associated Investment Services, INC. CRD 1464 · Corporation | GREEN BAY, WI | $1.2B Apr 2026 | +$168.6M+16.8% | +$342.0M+41.3% | +$196.1M+20.2% | +$1.1B+2064.6% | +1 employees+1.7% over 3Y | +595 accounts+12.3% over 3Y |
| 5. Harbor Wealth Management, LLC CRD 153527 · Limited Liability Company | GREEN BAY, WI | $410.5M Feb 2026 | +$88.4M+27.5% | +$93.5M+29.5% | +$213.7M+108.6% | +$352.8M+612.1% | -2 employees-25.0% over 3Y | -223 accounts-13.7% over 3Y |
| 6. Macco Financial Group, INC. CRD 337398 · Corporation | GREEN BAY, WI | $277.8M Feb 2026 | — | — | — | — | +2 employees+33.3% over Total | — |
| 7. Kcd Financial, INC. CRD 127473 · Corporation | GREEN BAY, WI | $202.1M May 2026 | +$19.5M+10.7% | +$78.2M+63.2% | +$80.6M+66.4% | +$161.8M+401.5% | -15 employees-34.1% over 3Y | +578 accounts+84.9% over 3Y |
| 8. Titletown Wealth Management, LLC CRD 307752 · Limited Liability Company | GREEN BAY, WI | $150.3M Feb 2026 | +$41.8M+38.5% | +$39.9M+36.1% | — | +$38.3M+34.2% | -5 employees-71.4% over 3Y | -167 accounts-18.6% over 3Y |