Investment brokerage firms: ranked by 2014 total Utah licensed brokers.

• Position: Finance & Professional - Company rankings

Investment Brokerage Firms Ranked by 2014 Total Utah Licensed Brokers Company Phone 1 Fidelity Investments (800) 343-3548 www.fidelity.com 2 Wells Fargo Investments (866) 579-3719 www.wellsfargo.com/investing 3 Morgan Stanley Wealth (801) 578 8000 Management www.morganstanley.com 4 Merrill Lynch Smith, Inc. (801) 535-1300 www.ml.com 5 MassMutual Intermountain West (801) 943-6277 www.imw.massmutual.com 6 Edward Jones (801) 261-0551 www.edwardjones.com 7 Wilson-Davis & Co. Inc. (801) 532-1313 www.wdco.com 8 First Western Advisors (801) 930-6500 www.fwainvest.com 9 D.A. Davidson & Co. (801) 304-8260 www.dadco.com 10 American Funds and Trust (801) 466-8701 www.americanfundsandtrusts.com Company Address 1 Fidelity Investments 49 N. 400 West Salt Lake City, www.fidelity.com UT 84101 2 Wells Fargo Investments 299 S. Main Street www.wellsfargo.com/investing Salt Lake City, UT 84111 3 Morgan Stanley Wealth 60 E. South Temple Management Salt Lake City, UT 84111 www.morganstanley.com 4 Merrill Lynch Smith, Inc. 60 E. South Temple, www.ml.com Ste. 200 Salt Lake City, UT 84111 5 MassMutual Intermountain West 6330 S. 3000 East, www.imw.massmutual.com Ste. 600 Salt Lake City, UT 84121 6 Edward Jones 1100 E. 6600 South, www.edwardjones.com Ste. 420 Salt Lake City, UT 84121 7 Wilson-Davis & Co. Inc. 236 S. Main Street www.wdco.com Salt Lake City, UT 84101 8 First Western Advisors 3165 E. Millrock Drive, www.fwainvest.com Ste. 340 Holladay, UT 84121 9 D.A. Davidson & Co. 7730 Union Park Avenue, www.dadco.com Ste. 220 Midvale, UT 84047 10 American Funds and Trust 3030 S. Main Street, www.americanfundsandtrusts.com Ste. 100 Salt Lake City, UT 84115 Year Company Contact Est. 1 Fidelity Investments Charlie Lansche 1946 www.fidelity.com (Vice President) 2 Wells Fargo Investments Gary Carlson 1852 www.wellsfargo.com/investing Services Manager) 3 Morgan Stanley Wealth Kirby Kuklenski 1935 Management (Mountain/Plains www.morganstanley.com Director) 4 Merrill Lynch Smith, Inc. Mori Paulsen 1915 www.ml.com (Complex Director) 5 MassMutual Intermountain West Brady Murray 1893 www.imw.massmutual.com (President) 6 Edward Jones Marcus E. Johnson 1871 www.edwardjones.com (Regional Leader) 7 Wilson-Davis & Co. Inc. James C. Snow 1968 www.wdco.com (President) 8 First Western Advisors Gary W. Teran 1982 www.fwainvest.com (President/CEO) 9 D.A. Davidson & Co. Michael C. Forbes 1935 www.dadco.com (Sr. Vice President) 10 American Funds and Trust Richard Taggart 1958...