Edward Jones |
2889 E 3300 S, Salt Lake City, UT 84109 |
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88830xxxx5 |
a.j*********@e**********.com |
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82895 |
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CapitalROCK |
45 E Center St APT 201, North Salt Lake, UT 84054 |
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80449xxxx4 |
bhe*******@c**********.com |
3.7 |
3 |
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Trenton M Christensen - Financial Advisor, Ameriprise Financial Services, LLC |
247 E 2100 S, Salt Lake City, UT 84115 |
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80141xxxx6 |
dns*****@a***.com |
5 |
21 |
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Oxford Financial Group, Inc. |
455 E 500 S #305, Salt Lake City, UT 84111 |
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80159xxxx0 |
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M3F, Inc |
10 Exchange Pl, Salt Lake City, UT 84111 |
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20224xxxx0 |
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Cambridge Financial Center |
6440 S Wasatch Dr #150, Salt Lake City, UT 84121 |
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80142xxxx0 |
bcl****@h**.com |
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102 |
2 |
113 |
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Veritas Wealth Management, LLC |
2180 S 1300 E suite 360, Salt Lake City, UT 84106 |
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18015xxxxx9 |
inf*@v********.com |
5 |
1 |
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J D Investment Management LLC |
4376 S 700 E #204, Murray, UT 84107 |
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80127xxxx0 |
inf*@j***.com |
1 |
1 |
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Wells Fargo Advisors |
2455 E Parleys Way # 250, Salt Lake City, UT 84109 |
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80148xxxx7 |
ada*********@w*****************.com |
5 |
1 |
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189266 |
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Guardian Wealth Management |
50 W 300 S #904, Salt Lake City, UT 84101 |
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38535xxxx5 |
alf***@i********.com |
5 |
1 |
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SJI Financial Services |
1414 E 4500 S, Salt Lake City, UT 84117 |
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80127xxxx0 |
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Strategic Financial Partners |
299 S Main St #1300, Salt Lake City, UT 84111 |
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80186xxxx0 |
acr**@s**.us |
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Utah Division of Securities |
160 E 300 S 2nd Floor, Salt Lake City, UT 84111 |
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80153xxxx0 |
abu******@u***.gov |
1 |
1 |
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Ridgeline Capital Group |
500 N Marketplace Dr suite 250, Centerville, UT 84014 |
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80180xxxx7 |
enq****@r********.com |
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Refined Wealth Management |
515 S 1000 E L2, Salt Lake City, UT 84102 |
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38535xxxx1 |
las*@r********.com |
5 |
1 |
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Actium Partners | Hard Money Lender |
111 E Broadway #390, Salt Lake City, UT 84111 |
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80198xxxx1 |
je**@a*************.com |
4 |
4 |
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Kathryn Revels - TIAA Wealth Management Advisor |
505 Wakara Way Suite 220, Salt Lake City, UT 84108 |
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85520xxxx8 |
acc******************@t***.org |
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12 |
90631 |
471 |
91846 |
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Sage Capital Partners |
2265 E Murray Holladay Rd, Salt Lake City, UT 84117 |
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80143xxxx8 |
dom*************@g*****.com |
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Smedley Financial |
102 S 200 E Ste 100, Salt Lake City, UT 84111 |
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80135xxxx8 |
can****@s***************.com |
5 |
5 |
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1622 |
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1600 |
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Golden Spike Group - Morgan Stanley |
60 E S Temple St 20th Fl, Salt Lake City, UT 84111 |
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80157xxxx0 |
acm***********@m************.com |
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Investment Advisors Utah |
1377 E 3900 S #104, Salt Lake City, UT 84124 |
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38574xxxx7 |
abc@x**.com |
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520 |
5 |
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Crewe Capital |
460 W 50 N 5th Floor, Salt Lake City, UT 84101 |
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38532xxxx0 |
d_j***@c****.com |
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Anchor Financial Services |
10 W Broadway #500, Salt Lake City, UT 84101 |
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80136xxxx4 |
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Wells Fargo Advisors |
201 S Main St Suite 160, Salt Lake City, UT 84111 |
|
80153xxxx8 |
a.b@w*****************.com |
4.3 |
4 |
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189266 |
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190466 |
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Sentry Financial Corporation |
201 S Main St #1400, Salt Lake City, UT 84111 |
|
80159xxxx0 |
abe********@s*****.financial |
1 |
1 |
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Rondure Global Advisors |
136 S Main St UNIT 720, Salt Lake City, UT 84101 |
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85577xxxx7 |
bcl*****@r************.com |
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Crewe Advisors |
460 W 50 N 5th Floor, Salt Lake City, UT 84101 |
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38535xxxx0 |
inf*@c****.com |
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Morgan Stanley Financial Advisors |
60 E S Temple St 20th Fl, Salt Lake City, UT 84111 |
|
80157xxxx0 |
acm***********@m************.com |
3 |
2 |
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Capital Fund Law Group |
222 S Main St 5th Floor, Salt Lake City, UT 84101 |
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21220xxxx0 |
ab@c*************.com |
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D.A. Davidson & Co. |
95 S State St Ste 1500, Salt Lake City, UT 84111 |
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80133xxxx0 |
a.a@d*********.com |
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786 |
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Taylor Derrick Capital |
357 W 200 S #200, Salt Lake City, UT 84101 |
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85570xxxx0 |
and***@t************.com |
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Merrill Lynch Financial Advisor David A Madsen |
60 E S Temple St ST Suite 200-61, Salt Lake City, UT 84111 |
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80153xxxx5 |
ale*********@m*.com |
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Jacobsen Capital Management |
101 S 200 E Suite 524, Salt Lake City, UT 84111 |
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80174xxxx1 |
eri*@j**************.com |
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Nick Bapis |
2603 E Parleys Way, Salt Lake City, UT 84109 |
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80173xxxx0 |
abu***@r*****.com |
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Summit Global Investments |
620 S Main St, Bountiful, UT 84010 |
|
88825xxxx7 |
bre**@s**********************.com |
5 |
4 |
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5 |
20 |
141 |
2 |
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Axex Financial |
257 E 200 S #750, Salt Lake City, UT 84111 |
|
80142xxxx0 |
bra****@a************.com |
5 |
2 |
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24 |
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Seven Canyons Advisors |
22 E 100 S Floor 3, Salt Lake City, UT 84111 |
|
83372xxxx6 |
inv***@s*******************.com |
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The Cynosure Group |
111 S Main St, Salt Lake City, UT 84111 |
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80152xxxx0 |
ash*************@c************.com |
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UMA Financial Services |
310 E 4500 S #550, Salt Lake City, UT 84107 |
|
80174xxxx0 |
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3.7 |
9 |
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Raymond James |
4505 Wasatch Blvd Suite 160, Salt Lake City, UT 84124 |
|
80127xxxx0 |
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5 |
1 |
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Decker Retirement Planning, Inc. |
299 S Main St #1300, Salt Lake City, UT 84111 |
|
80139xxxx0 |
inf*@d*******.com |
4.8 |
17 |
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2478 |
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Affinity Wealth Resources |
1890 S 3850 W #1250, Salt Lake City, UT 84104 |
|
38535xxxx6 |
dd0*****************************@s*****.wixpress |
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EP Wealth Advisors |
3115 S 3110 E STE 100, Salt Lake City, UT 84121 |
|
38521xxxx0 |
ab@e*******.com |
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1119 |
33 |
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The Grit Fund |
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80123xxxx1 |
che********@g****.com |
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Christopher Tolman - TIAA Wealth Management Advisor |
505 Wakara Way Suite 220, Salt Lake City, UT 84108 |
|
85520xxxx8 |
acc******************@t***.org |
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12 |
90631 |
471 |
91846 |
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Financial Wellness Group |
Bountiful, UT 84010 |
|
80129xxxx0 |
mre*****@t************************.com |
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Kayne Anderson Rudnick |
2091 E 1300 S #201, Salt Lake City, UT 84108 |
|
80023xxxx4 |
aar******@k****.com |
5.02 |
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EPIC Ventures |
15 W S Temple St, Salt Lake City, UT 84101 |
|
80152xxxx9 |
abh****@e*****.com |
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Actium Funds |
111 E Broadway #390, Salt Lake City, UT 84111 |
|
80198xxxx1 |
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Black Aspen Capital |
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38542xxxx3 |
imp******@g****.com |
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DFPG Investments, Inc |
9017 S Riverside Dr Suite #210, Sandy, UT 84070 |
|
80183xxxx9 |
adm**@d***.com |
4.2 |
5 |
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Arlington Value Capital |
222 S Main St Suite 1750, Salt Lake City, UT 84101 |
|
80150xxxx5 |
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5 |
1 |
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Summit Financial Resources |
2455 E Parleys Way #200, Salt Lake City, UT 84109 |
|
80020xxxx8 |
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American Funds & Trusts Inc |
3030 S Main St #100, South Salt Lake, UT 84115 |
|
80146xxxx1 |
ame************@a**.com |
5 |
1 |
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Medicus Wealth Planning |
699 E S. Temple St, # 300, Salt Lake City, UT 84102 |
|
80124xxxx5 |
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North Capital |
623 E Fort Union Blvd Ste 101, Midvale, UT 84047 |
|
88862xxxx8 |
ale*@n***********.com |
5 |
1 |
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University Growth Fund |
299 S Main St Suite 357, Salt Lake City, UT 84111 |
|
80141xxxx0 |
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Zions Direct |
1 S Main St, Salt Lake City, UT 84133 |
|
80052xxxx5 |
cty***@z**********.com |
5 |
1 |
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Iron Gate Global Advisors |
960 N 400 E, North Salt Lake, UT 84054 |
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bla**@i***.com |
5 |
3 |
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MedVenture Health |
299 S Main St #2300, Salt Lake City, UT 84111 |
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13855xxxxx9 |
con****@m***************.com |
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Enoch Capital Partners |
35 N Rio Grande St, Salt Lake City, UT 84101 |
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inf*@c********.com |
1 |
1 |
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Burrus Financial Services |
2455 E Parleys Way # 115, Salt Lake City, UT 84109 |
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80153xxxx5 |
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Sapa Investment Group |
722 State St, Salt Lake City, UT 84111 |
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80167xxxx0 |
gxx****@s*************.com |
3 |
4 |
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Franklin Templeton Bank & Trust |
47 200 S #200, Salt Lake City, UT 84101 |
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80195xxxx0 |
a.-***********@f****************.com |
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University of Utah Investment Management |
230 Chase St Building 625, Salt Lake City, UT 84113 |
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80158xxxx9 |
adm*******@u***.edu |
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159824 |
166211 |
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Alan Dickson - Morgan Stanley |
60 E S Temple St 20th Fl, Salt Lake City, UT 84111 |
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80157xxxx4 |
acm***********@m************.com |
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Investment Management Consultants |
6465 S 3000 E STE 200, Salt Lake City, UT 84121 |
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80143xxxx0 |
aal******@i***********.com |
5 |
2 |
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Leavitt Equity Partners |
299 S Main St #2300, Salt Lake City, UT 84111 |
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hil********@l************.com |
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Moreton Capital Markets |
101 S 200 E, Salt Lake City, UT 84111 |
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80153xxxx0 |
ask****@s***.org |
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The Wasatch Group - Morgan Stanley |
6510 Millrock Dr Suite 100, Holladay, UT 84121 |
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80194xxxx2 |
acm***********@m************.com |
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Merrill Lynch Financial Advisor LYNN BRANDENBURG |
60 E S Temple St ST Suite 200-61, Salt Lake City, UT 84111 |
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80153xxxx0 |
ale*********@m*.com |
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Wilson-Davis & Co |
236 S Main St, Salt Lake City, UT 84101 |
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80153xxxx3 |
agc@w***.com |
3.6 |
14 |
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Laureola Advisors, Inc. |
136 E S Temple St #1400, Salt Lake City, UT 84111 |
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88849xxxx6 |
al**@l***************.com |
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Lefavi Wealth Management |
2323 Foothill Dr #100, Salt Lake City, UT 84109 |
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80148xxxx0 |
ble****@l*****.com |
4.8 |
17 |
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153 |
26 |
162 |
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Alter Domus |
257 E 200 S STE 1300, Salt Lake City, UT 84111 |
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80186xxxx0 |
aar**@a*********.com |
3.7 |
3 |
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Paul Neuenswander - Cetera Advisor Networks |
3675 S 900 E Suite 1, Millcreek, UT 84106 |
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80155xxxx1 |
pau**@p******.com |
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Dakota Pacific Real Estate |
299 S Main St, Salt Lake City, UT 84111 |
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80136xxxx0 |
bra****@d************.com |
3 |
4 |
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Barton L Williams - Morgan Stanley |
60 E S Temple St 20th Fl, Salt Lake City, UT 84111 |
|
80132xxxx1 |
acm***********@m************.com |
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Sundance Bay |
1240 E 2100 S #300, Salt Lake City, UT 84106 |
|
80178xxxx0 |
ama***@s**********.com |
3.3 |
12 |
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Taylor Capital Group |
359 Pierpont Ave, Salt Lake City, UT 84101 |
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38520xxxx1 |
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Five Seasons Financial Planning LLC |
4505 Wasatch Blvd E # 370, Salt Lake City, UT 84124 |
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80127xxxx2 |
nam*@e****.com |
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Moreton Asset Management |
40 North 100 East, Farmington, UT 84025 |
|
80186xxxx0 |
and*@m**************.com |
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GMB Private Wealth Management |
6340 S 3000 E #350, Cottonwood Heights, UT 84121 |
|
38535xxxx0 |
*re*@g*****.com |
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Vision Capital Partners |
4685 Highland Dr. #200, Salt Lake City, UT 84117 |
|
80150xxxx0 |
joh*@v*********.com |
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Wilson Financial Advisors |
230 S 500 E Fashion Collection, Salt Lake City, UT 84102 |
|
80135xxxx0 |
inf*@w************.com |
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Dan Bryant - Morgan Stanley |
60 E S Temple St 20th Fl, Salt Lake City, UT 84111 |
|
80157xxxx9 |
acm***********@m************.com |
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Cross Creek |
505 Wakara Way #215, Salt Lake City, UT 84108 |
|
80121xxxx0 |
ana*******@c*********.vc |
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Upstart Ventures |
417 Wakara Way #3510, Salt Lake City, UT 84108 |
|
80150xxxx0 |
bar****@u********.com |
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Cathy Angstman - Morgan Stanley |
60 E S Temple St 20th Fl, Salt Lake City, UT 84111 |
|
80132xxxx3 |
acm***********@m************.com |
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Storrs Investments LLC |
2140 S 1260 W STE E, Salt Lake City, UT 84119 |
|
80197xxxx3 |
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Blue Field Capital |
1265 East Fort Union Blvd #120, Midvale, UT 84121 |
|
80124xxxx9 |
joh*@b***********.com |
3.5 |
2 |
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Miller Bates | Private, Hard Money Lending |
1245 Brickyard Rd Suite 230, Salt Lake City, UT 84106 |
|
80199xxxx2 |
joh*******@m**********.com |
5 |
13 |
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Zions Direct |
455 E S Temple St, Salt Lake City, UT 84111 |
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80152xxxx6 |
cty***@z**********.com |
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Global Private Equity Group, LLC. |
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80194xxxx5 |
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5 |
1 |
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University Venture Fund |
1655 Campus Center Dr Ste 6123, Salt Lake City, UT 84112 |
|
43565xxxx3 |
ale***@u***********.com |
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Wasatch Wealth Management |
2225 E Murray Holladay Rd # 106, Holladay, UT 84117 |
|
80183xxxx5 |
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Wasatch Global Investors |
505 Wakara Way, Salt Lake City, UT 84108 |
|
80055xxxx0 |
adv************@w************.com |
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Trajan Wealth |
240 E Promontory Ste 200, Farmington, UT 84025 |
|
80083xxxx9 |
aj-*****@t***********.com |
4.6 |
8 |
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1597 |
13 |
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Wasatch Capital Management of Raymond James |
2750 E Cottonwood Pkwy, Cottonwood Heights, UT 84121 |
|
38527xxxx9 |
aar************@r***********.com |
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Alpine Securities |
39 Exchange Pl, Salt Lake City, UT 84111 |
|
80135xxxx8 |
cha***@a****************.com |
1.8 |
5 |
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yuki - co, LLC |
2173 E Walker Ln S, Holladay, UT 84117 |
|
80191xxxx7 |
jef********@y*********.com |
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Shoreline Wealth Management |
1240 E 2100 S Suite 400, Salt Lake City, UT 84106 |
|
80145xxxx8 |
aar********@w*******.com |
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BlackHill Partners |
4567 Holladay Blvd E, Salt Lake City, UT 84117 |
|
38529xxxx8 |
eva*@b********.co |
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Narus Financial Partners |
299 S Main St #1300, Salt Lake City, UT 84111 |
|
86653xxxx0 |
amy@n*************.com |
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118 |
2 |
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InnoVentures Capital |
150 South State 1st Floor, Salt Lake City, UT 84111 |
|
80124xxxx4 |
|
1 |
1 |
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Northwestern Mutual Wealth Management Company :Gardner Brown |
111 E Broadway # 1400, Salt Lake City, UT 84111 |
|
80153xxxx4 |
cor****************@n*.com |
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Fortress Asset Management |
2150 S 1300 E #110, Salt Lake City, UT 84106 |
|
80199xxxx0 |
jan***@f**********************.com |
5.01 |
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Access Financial Partners/LPL Financial |
280 N 200 W Suite 200, Bountiful, UT 84010 |
|
80199xxxx4 |
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Sorenson Impact Foundation |
299 S Main St 22nd Floor, Salt Lake City, UT 84111 |
|
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inf*@s***********************.org |
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Cottonwood Asset Management |
4505 Wasatch Blvd E # 340, Salt Lake City, UT 84124 |
|
80152xxxx3 |
dav********@c**************.com |
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Mariner Wealth Advisors |
222 S Main St 5th Floor, Salt Lake City, UT 84101 |
|
13857xxxxx6 |
aal*************@m********************.com |
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Financial Planning Office LLC |
1308 S 1700 E Suite 208, Salt Lake City, UT 84108 |
|
80146xxxx1 |
|
5.03 |
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TIAA Financial Services |
505 Wakara Way Suite 220, Salt Lake City, UT 84108 |
|
85520xxxx8 |
acc**********@t***.org |
1.2 |
5 |
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12 |
90631 |
471 |
91846 |
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Cambria Capital LLC |
488 E Winchester St #200, Salt Lake City, UT 84107 |
|
80132xxxx6 |
cli***********@c*************.com |
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Zions Direct |
5482 S Redwood Rd, Salt Lake City, UT 84123 |
|
80152xxxx1 |
cty***@z**********.com |
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Zions Direct |
102 S Main St, Salt Lake City, UT 84101 |
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80152xxxx6 |
cty***@z**********.com |
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Fletcher Capital Management |
4021 S 700 E #600, Salt Lake City, UT 84107 |
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80124xxxx3 |
joh*@f***********.com |
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Utah Capital Investment Corporation |
310 S Main St, Salt Lake City, UT 84101 |
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80152xxxx2 |
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Cimarron Healthcare Capital |
6440 Wasatch Blvd STE 380, Salt Lake City, UT 84121 |
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80184xxxx3 |
can****@c*********.com |
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Alta Capital Management |
6440 Wasatch Blvd E # 260, Salt Lake City, UT 84121 |
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80127xxxx0 |
asc**********@a**********.com |
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Cannon Capital Management, Inc. |
6768 S 1300 E, Cottonwood Heights, UT 84121 |
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80156xxxx0 |
bri**@c********.com |
4.6 |
9 |
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Peterson Partners |
2755 E Cottonwood Pkwy #400, Salt Lake City, UT 84121 |
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80141xxxx8 |
aah***@p***************.com |
3 |
2 |
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Utah Retirement Systems |
560 E 200 S, Salt Lake City, UT 84102 |
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80136xxxx0 |
adr************@u**.org |
3.8 |
51 |
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Merrill Lynch Financial Advisor Katelyn Hancock |
60 E S Temple St ST Suite 200-61, Salt Lake City, UT 84111 |
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80153xxxx9 |
ale*********@m*.com |
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Samuel Basil Vetas - Financial Advisor, Ameriprise Financial Services, LLC |
60 E S Temple St Ste 950, Salt Lake City, UT 84111 |
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80140xxxx8 |
bri*********@a***.com |
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Elevation Capital |
341 S Main St #500, Salt Lake City, UT 84111 |
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aka***@e***************.com |
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LDD Partners |
370 S 300 E, Salt Lake City, UT 84111 |
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80120xxxx7 |
ele*@c*****.com |
4.6 |
255 |
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Albion Financial Group |
812 E 2100 S, Salt Lake City, UT 84106 |
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80148xxxx0 |
aha****@a**************.com |
5 |
4 |
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Lunt Capital Management Inc |
4725 Holladay Blvd E # 220, Holladay, UT 84117 |
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80150xxxx5 |
ann****@l**********.com |
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Polar Star Capital Partners |
299 S Main St 13th Floor, Salt Lake City, UT 84111 |
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jam*********@p***************.com |
5 |
1 |
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Lakeshire Financial, LLC |
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80186xxxx7 |
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Steven T. Witsman - Morgan Stanley |
60 E S Temple St 20th Fl, Salt Lake City, UT 84111 |
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80132xxxx9 |
acm***********@m************.com |
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Ensign Peak Advisors Inc |
Salt Lake City, UT 84150 |
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80171xxxx3 |
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2.8 |
46 |
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Seed Equity |
4640 S Holladay Village Plaza #206, Salt Lake City, UT 84117 |
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84443xxxx3 |
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Grandeur Peak Global Advisors |
136 S Main St UNIT 720, Salt Lake City, UT 84101 |
|
80138xxxx0 |
ade********@g*****************.com |
5 |
1 |
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