Registered investment advisors.

PositionFinance & Professional - Statistical table

Ranked by 2012 Assets Under Management

Company Phone/Fax Address Contact 1 Wasatch Advisors (801) 150 Social Jeff Cardon Inc. 533-0777 P Hall Ave., (CEO) www.wasatchadvisors (801) 4th Floor .com 533-9828 F Salt Lake City. UT 84111 2 Alta Capital (801) 6440 S. Hailey Hammond Management 274-6010 P Wasatch (Chief Compliance www.altacapital (801) Blvd., St. Officer) .com 274-8061 F 260 84121 Salt Lake City. UT 3 Soltis Investment (435) 20 N. Main. Lon Henderson Advisors 674-1600 P Ste. 400 (President) www.soltisadvisors (435) St. George, .com 674-1616 F UT 84070 4 Bridge Investment (801) 5295 John Pennington Group Partners. LLC 716-4553 P Commerce (Principal/CCO) www.roc-bridge.com (801) Dr., Ste. 716-4519 F 100 Murray, UT 84107 5 The Karras Company (801) 4695 S. 1900 Nolan Karras www.raymondjames 825-3000 P West, Ste. (Chariman) .com (801) 3 825-3058 F Roy. UT 84067 6 Albion Financial (801) 812 E. 2100 John Bird Group 487-3700 P South (President) www.albionfinancial (801) Salt Lake .com 487-3766 F City. UT 84106 7 Dw Management (435) 1413 Center John B. Benear Services, LLC 645-4050 P Drive, Ste. (Managing www.dwhp.com (435) 220 Member) 645-4065 F Midvale, UT 84908 8 Uma Financial (801) 310 E. 4500 Margaret Saez Services Inc. 747-0800 P South. Ste. (Chief Compliance www.myumafs401k (801) 500 Officer) .net 747-3520 F Salt Lake City, UT 84107 9 Grandeur Peak Global (801) 136 S. Main. Robert Gardiner Advisors 384-0000 P Ste. 720 (President) www. (801) Salt Lake grandeurpeakglobal 384-0800 F City. UT .com 84101 10 Peterson Partners (801) 2825 E. Joel Peterson www. 365-0180 P Cottowood (Founder) petersonpartnerslp (801) Pkwy., Ste. .com 365-0181 F 400 Salt Lake City. UT 84121 11 Lefavi Wealth (801) 2323 Bruce Lefavi Management 486-9000 P Foothill (President) www.schwab.com (801) Dr., Ste. 486-9058 F 100 Salt Lake City, UT 84109 12 West Rim Capital (801) 3400 N. Brian Dunn (CFO) Associates, LLP 407-8400 P Ashton www.sorensoncapital (801) Blvd., Ste. .com 407-8417 F 400 Lehi, UT 84043 13 The Insight Group (801) 315 E. Lion Paul Salisbury www.lnsightgroup 944-7702 P Lane, Ste. (President) .com (801) 100 944-7708 F Salt Lake City. UT 84121 14 Tanner Capital (801) 3610 N. Natalie Tanner Management 377-1144 P University (Owner) Website: NA (801) Ave., Ste. 373-2479 F 350 Provo, UT 84064 15 Riggs Capital (801) 5132 N. 300 Craig Riggs Management 221-7923 P West, Ste. (Managing www.riggscapmgt (801) 260 Member) .com 221-7944 F Provo, UT 84070 16 Wealth...

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