| 1. Gradient Investments, LLC CRD 141726 · Limited Liability Company | ARDEN HILLS, MN | $8.8B Oct 2026 | +$1.7B+24.5% | +$4.0B+81.0% | +$5.6B+172.9% | +$8.7B+4897.9% | +2 employees+5.1% over 3Y | +23,269 accounts+41.0% over 3Y |
| 2. Lifelong Wealth Advisors, INC. CRD 331847 · Corporation | ARDEN HILLS, MN | $710.4M Mar 2026 | +$75.8M+11.9% | — | — | — | +2 employees+20.0% over 1Y | +166 accounts+6.8% over 1Y |
| 3. Gradient Wealth Management CRD 127701 · Limited Liability Company | ARDEN HILLS, MN | $607.9M Apr 2026 | +$16.8M+2.8% | +$208.5M+52.2% | +$282.6M+86.9% | — | +5 employees+8.1% over 3Y | +1,317 accounts+29.1% over 3Y |
| 4. Pitzl Financial CRD 171441 · Limited Liability Company | ARDEN HILLS, MN | $498.0M Feb 2026 | +$157.7M+46.3% | +$219.6M+78.9% | +$320.0M+179.9% | +$370.3M+290.0% | +2 employees+33.3% over 3Y | +620 accounts+48.7% over 3Y |
| 5. Gradient Advisors, LLC CRD 152665 · Limited Liability Company | ARDEN HILLS, MN | $289.3M Mar 2026 | +$70.6M+32.3% | +$112.2M+63.3% | +$168.7M+139.9% | — | +31 employees+21.8% over 3Y | +718 accounts+50.1% over 3Y |
| 6. Paladin Financial CRD 288387 · Limited Liability Company | ARDEN HILLS, MN | $216.9M Sep 2026 | +$65.9M+43.6% | +$115.5M+113.9% | — | +$115.5M+113.9% | -2 employees-20.0% over 3Y | +552 accounts+59.7% over 3Y |
| 7. Paladin Capital CRD 288037 · Limited Liability Company | ARDEN HILLS, MN | $10.0M Jun 2026 | +$7.7M+340.1% | — | — | — | 0 employees+0.0% over 1Y | +21 accounts+67.7% over 1Y |