| 1. Reinhart Partners, LLC CRD 106432 · Limited Liability Company | MEQUON, WI | $2.5B May 2026 | +$558.5M+29.2% | +$857.3M+53.1% | -$3.7B-59.9% | -$1.3B-35.2% | -3 employees-15.8% over 3Y | -73 accounts-25.2% over 3Y |
| 2. Spectrum Investment Advisors, INC. CRD 108669 · Corporation | MEQUON, WI | $1.1B Mar 2026 | +$214.9M+25.3% | +$397.0M+59.5% | +$701.0M+192.8% | +$1.0B+2838.3% | +4 employees+17.4% over 3Y | +246 accounts+29.1% over 3Y |
| 3. Richmond Investment Services LLC CRD 327451 · Limited Liability Company | MEQUON, WI | $453.2M Jun 2026 | +$59.7M+15.2% | — | — | +$92.9M+25.8% | +4 employees+40.0% over 1Y | +132 accounts+10.1% over 1Y |
| 4. Beadell A D Investment Counsel INC CRD 106946 · Corporation | MEQUON, WI | $250.0M Feb 2026 | +$66.1M+35.9% | +$33.5M+15.5% | +$54.9M+28.2% | +$82.0M+48.8% | 0 employees+0.0% over 3Y | +25 accounts+23.8% over 3Y |
| 5. The Kieckhefer Group CRD 331128 · Limited Liability Company | MEQUON, WI | $240.8M Jan 2026 | +$72.8M+43.3% | — | — | +$72.8M+43.3% | +1 employees+50.0% over 1Y | +10 accounts+7.2% over 1Y |
| 6. Denali Wealth Management, INC. CRD 153323 · Corporation | MEQUON, WI | $226.1M Mar 2026 | +$43.2M+23.6% | +$15.9M+7.6% | +$132.7M+142.0% | +$133.6M+144.3% | -2 employees-25.0% over 3Y | +29 accounts+7.5% over 3Y |