Registered Investment Advisors: Ranked by Assets Under Management.

Registered Investment Advisors Ranked by Assets Under Management COMPANY PHONE 1 Moreton Asset Management, LLC (801) 869-4200 www.moretonadvisors.com 2 Sottis Investment Advisors soltisadvisors.com (435) 901-1101 3 The Cynosure Group www.cynosuregroup.com (801) 521-3100 4 Albion Financial Group (801) 487-3700 albionfinancial.com 5 Crewe Capital Advisors, LLC creweadvisors.com (385) 355-2700 6 Cross Creek Advisors www.crosscreek.vc (801) 214-0010 7 Peterson Partners, Inc. petersonpartners.com (801)417-0748 8 TrueNorth Wealth truenorthwealth.com (801) 274-1820 Raymond James 9 Financial Services, Inc. /Johnson Investment (801) 553-8999 Advisory Services, LC rjfsut.com 10 Net Worth Advisory Group (801) 566-6639 networthadvice.com 11 Navigate Private Wealth LLC navigateprivatewealth.com (801) 676-4588 12 Lefavi Wealth Management lefavi.com (801)486-9000 COMPANY ADDRESS 1 Moreton Asset 101 S. 200 E. Management, LLC Salt Lake City, UT 84111 www.moretonadvisors.com 2 Sottis Investment Advisors 222 S. Main St. soltisadvisors.com Ste. 1776 Salt Lake City, UT 84101 3 The Cynosure Group 79 S. Main St. www.cynosuregroup.com 3rd Floor Salt Lake City, UT 84111 4 Albion Financial Group 812 E. 2100 S. albionfinancial.com Salt Lake City, UT 84106 5 Crewe Capital Advisors, LLC creweadvisors.com 136 E. South Temple Ste. 2400 Salt Lake City UT, 84111 6 Cross Creek Advisors 505 Wakara Way www.crosscreek.vc Ste. 215 Salt Lake City, UT 84108 7 Peterson Partners, Inc. 2755 E. Cottonwood petersonpartners.com Pkwy. Ste. 400 Salt Lake City, UT 84121 8 TrueNorth Wealth 1935 Vine St. truenorthwealth.com Ste. 120 Salt Lake City, UT 84121 Raymond James 9 Financial Services, Inc. 166 E. 14000 S. /Johnson Investment Ste. 110 Advisory Services, LC Draper, UT 84020 rjfsut.com 10 Net Worth Advisory Group 75 W. Towne Ridge Pkwy. Ste. 460 networthadvice.com Sandy, UT 84070 11 Navigate Private Wealth LLC 12012 S. 700 E. navigateprivatewealth.com Ste. 100 Draper, UT 84020 12 Lefavi Wealth Management 2323 Foothill Dr. lefavi.com Ste. 100 Salt Lake City, UT 84109 COMPANY SENIOR EXECUTIVE 1 Moreton Asset Jason Williams Management, LLC (President) www.moretonadvisors.com 2 Sottis Investment Advisors Kim Anderson soltisadvisors.com (CEO/President) 3 The Cynosure Group Spencer P. Ecdes www.cynosuregroup.com (Managing Director) 4 Albion Financial Group John Bird albionfinancial.com (CEO) 5 Crewe Capital Advisors, LLC creweadvisors.com Ryan Halliday (Founder/Managing Partner) 6 Cross...