| 1 | | Fidelity Investments
| (800) 343-3548 P
Fax: NA
| 49 N. 400 West
Salt Lake City,
UT 84101
| Charlie Lansche
(Vice President)
| 1,556
| |
| 2 | | Wells Fargo Advisors, LLC
| (866) 579-3719 P
Fax: NA
| 299 S. Main Street, 201 S. Main Street
Salt Lake City,
UT 84111
| Gary Carlson
Joe Fetters
(Wealth Brokerage Services Manager)
(Private Client Group Manager)
| 245
| |
| 3 | | Merrill Lynch Smith Inc.
| (801) 535-1300 P
(801) 355-3410 F
| 60 E. South Temple, Ste. 200
Salt Lake City,
UT 84111
| Mori Paulsen
(Complex Director)
| 88
| |
| 4 | | Northwestern Mutual Financial Network
| (801) 533-8444 P
(801) 359-7330 F
| 111 E. Broadway, Ste. 1400
Salt Lake City,
UT 84111
| Roger McQueen
(Managing Partner)
| 75
| |
| 5 | | Edward Jones
| (801) 274-5266 P
(888) 288-3214 F
| 3945 S. Wasatch Blvd.
Salt Lake City,
UT 84124
| Marcus E. Johnson
(Regional Leader)
| 68
| |
| 6 | | Wilson-Davis & Co. Inc.
| (801) 532-1313 P
(801) 578-5823 F
| 236 S. Main Street
Salt Lake City,
UT 84101
| James C. Snow
(President)
| 34
| |
| 7 | | First Western Advisors
| (801) 930-6500 P
(801) 930-6501 F
| 6440 S. Millrock Drive, Ste. 150
Holladay,
UT 84121
| Gary W. Teran
(President)
| 24
| |
| 8 | | RBC Wealth Management
| (801) 656-2900 P
(801) 656-2912 F
| 299 S. Main Street, Ste. 2000
Salt Lake City,
UT 84111
| Todd N. Adams
(Branch Director)
| 18
| |
| 9 | | American Funds & Trusts, Inc.
| (801) 466-8701 P
(801) 466-8780 F
| 3030 S. Main Street, Ste. 100
Salt Lake City,
UT 84115
| Richard M. Taggart
(President)
| 14
| |
| 10 | | D.A. Davidson & Co.
| (801) 304-8260 P
(801) 304-8261 F
| 7730 Union Park Avenue, Ste. 220
Midvale,
UT 84047
| Michael C. Forbes
(Sr. Vice President)
| 13
| |
| 11 | | Alpine Securities Corp.
| (801) 355-5588 P
(801) 355-0136 F
| 440 E. 400 South
Salt Lake City,
UT 84111
| Mark Peterson
(President)
| 10
| |
| 12 | | Charles Schwab and Co.
| (801) 239-2080 P
Fax: NA
| 268 S. State Street, Ste.140
Salt Lake City,
UT 84111
| JJ Johnson
(VP/Area Manager)
| 10
| |
| 13 | | WHF Wealth Management
| (801) 214.9400 P
(801) 214.9405 F
| 215 S. State St. Suite 560
Salt Lake City,
UT 84111
| Mr. Chris N Williams, CFP
(Managing Partner)
| 8
| |
| 14 | | Timber Crest Wealth Management
| (801) 456-5855 P
(801) 456-5801 F
| 257 E. 200 South, Ste. 525
Salt Lake City,
UT 84111
| Brandon Sheppard
(President)
| 7
| |
| 15 | | Alta Capital Management
| (801) 274-6010 P
(801) 274-8061 F
| 6440 Wasatch Blvd., Ste. 260
Salt Lake City,
UT 84121
| Michael Tempest
(Managing Principal)
| 4
| |
| 16 | | Sterne Agee Financial Services
| (801) 274-6000 P
(801) 274-6100 F
| 2118 east 3900 south, suite 201
Salt Lake City,
UT 84124
| Dick Gaddis
Tom Cannon
(co-managers)
| 3
| |
| 17 | | The Bapis Group
| 801) 401-8700 P
801) 606-7479 F
| 2603 East Parleys Way
Salt Lake City,
UT 84109
| Nick Bapis
(Managing Director)
| 2
| |
