Registered investment advisors: Ranked by Assets Under Management.

• Position: Company rankings

Registered investment advisors Ranked by Assets Under Management COMPANY PHONE 1 Moreton Asset Management, LLC (801) 869-4200 www.moretonadvisors.com 2 Soltis Investment Advisors (800) 735-1601 soltisadvisors.com 3 Mountain America Investment (800) 540-7670 Services, LPL Financial macu.com/wealth 4 Albion Financial Group (801) 487-3700 albionfinancial.com 5 The Cynosure Group (801) 521-3100 www.cynosuregroup.com 6 Peterson Partners, Inc. (801) 417-0748 petersonpartners.com 7 Tower Arch Capital (801) 997-5808 www.towerarch.com 8 Cross Creek Advisors (801) 214-0010 www.crosscreek.vc 9 Crewe Capital Advisors, LLC (385) 322-3100 creweadvisors.com 10 TrueNorth Wealth (801) 274-1820 truenorthwealth.com 11 Net Worth Advisory Group (801) 566-6639 networthadvice.com 12 Lefavi Wealth Management (801) 486-9000 lefavi.com 13 Navigate Private Wealth LLC (801) 676-4588 navigateprivatewealth.com COMPANY ADDRESS 1 Moreton Asset Management, LLC 101 S. 200 E. I Ste. 300 www.moretonadvisors.com Salt Lake City, UT 84111 2 Soltis Investment Advisors 20 N. Main | Ste. 400 soltisadvisors.com St. George. UT 84770 3 Mountain America Investment 9800 S. Monroe St. Services, LPL Financial Sandy, UT 84070 macu.com/wealth 4 Albion Financial Group 812 E. 2100 S. Salt albionfinancial.com Lake City, UT 84106 5 The Cynosure Group 79 S. Main I 3rd Floor www.cynosuregroup.com Salt Lake City, UT 84111 6 Peterson Partners, Inc. 2755 E. Cottonwood Pkwy. | petersonpartners.com Ste. 400 Salt Lake City, UT 84121 7 Tower Arch Capital 14034 S. 145 E. I Ste. 300 www.towerarch.com Draper, UT 84020 8 Cross Creek Advisors 505 Wakara Way I Ste. 215 www.crosscreek.vc Salt Lake City, UT 84108 9 Crewe Capital Advisors, LLC 136 E. South Temple | creweadvisors.com Ste. 2440 Salt Lake City UT, 84111 10 TrueNorth Wealth 1935 Vine St. | Ste. 120 truenorthwealth.com Salt Lake City. UT 84121 11 Net Worth Advisory Group 75 W. Towne Ridge Pkwy. | networthadvice.com Ste. 460 Sandy, UT 84070 12 Lefavi Wealth Management 2323 Foothill Dr. | lefavi.com Ste. 100 Salt Lake City, UT 84109 13 Navigate Private Wealth LLC 12012 S. 700 E. | Ste. 100 navigateprivatewealth.com Draper, UT 84020 COMPANY SENIOR EXECUTIVE 1 Moreton Asset Management, LLC Jason Williams www.moretonadvisors.com (President) 2 Soltis Investment Advisors Kim Anderson soltisadvisors.com (President/CEO) 3 Mountain America Investment Chad Waddoups Services, LPL Financial (VP, Investment and macu.com/wealth Business Services) 4 Albion Financial...