| Abg Consultants | Cottonwood Heights | $697.4 million | 0 |
| Accuvest Global Advisors, Inc. | Provo | $630.5 million | 0 |
| Adams Wealth Advisors | Logan | $565.8 million | 0 |
| Ag Financial | Salt Lake City | $103.5 million | 0 |
| Albion Financial Group | Salt Lake City | $2.01 billion | 0 |
| Alliance Wealth Advisors, LLC | Centerville | $552.0 million | 0 |
| Alpha Wealth Funds, LLC | Park City | $214.1 million | 0 |
| Alta Capital Management LLC | Salt Lake City | $1.60 billion | 1 |
| Altura Private Wealth LLC | Centerville | $129.1 million | 0 |
| Andina Advisors | Logan | $1.26 billion | 0 |
| Ascend Investment Partners | Ogden | $661.4 million | 0 |
| Ashworth Wealth, LLC | South Jordan | $377.8 million | 0 |
| Asilia Credit Investments | Salt Lake City | $365.9 million | 0 |
| Athos Private Wealth LLC | Holladay | $268.5 million | 0 |
| B.O.S.S. Retirement Advisors, LLC | Lehi | $1.38 billion | 1 |
| Banner Capital Management, LLC | Lehi | $619.2 million | 0 |
| Blue Barn Wealth | Orem | $317.1 million | 0 |
| Blue Diamond Capital Investment Advisors | Provo | $301.4 million | 0 |
| Bridge Investment Group | Sandy | $49.30 billion | 4 |
| Bridge Net Lease Fund Manager LLC | Sandy | $843.3 million | 4 |
| Brighton Wealth Management, Inc. | Cottonwood Heights | $131.9 million | 0 |
| Burrus | Salt Lake City | $240.7 million | 0 |
| Cachetech | Logan | $547.4 million | 0 |
| Cannon Capital Management, Inc. | Salt Lake City | $386.1 million | 0 |
| Capita Financial Network, LLC | Draper | $2.32 billion | 0 |
| Capital Wealth, LLC | Lehi | $116.0 million | 0 |
| Cherokee & Walker Management | Salt Lake City | $100.8 million | 0 |
| Cimarron Healthcare Capital, LLC | Salt Lake City | $532.7 million | 0 |
| Coign Capital Advisors LLC | Draper | $472.9 million | 0 |
| Colab Capital | St. George | $1.4 million | 0 |
| Cottonwood Wealth Strategies, LLC | Salt Lake City | $279.0 million | 0 |
| Crewe Advisors | Salt Lake City | $3.05 billion | 0 |
| Cross Creek Advisors, LLC | Salt Lake City | $1.35 billion | 0 |
| Cynosure Group, LLC | Salt Lake City | $9.85 billion | 0 |
| Cynosure Portfolio Advisors LLC | Salt Lake City | $5.8 million | 0 |
| Decathlon Capital Management Ii, LLC | Park City | $266.7 million | 0 |
| Decker Retirement Planning Inc. | Lehi | $359.9 million | 0 |
| Dentist Advisors | Salt Lake City | $504.0 million | 0 |
| Diversify Advisory Services, LLC | South Jordan | $4.65 billion | 0 |
| Diversify Wealth Management, LLC | South Jordan | $4.11 billion | 0 |
| Drive Wealth Advisers | Lehi | $1.50 billion | 0 |
| Dw Healthcare Partners | Park City | $2.74 billion | 0 |
| E6 Portfolios | Midvale | $239.4 million | 0 |
| Echelons Capital, LLC | Park City | $174.4 million | 0 |
| Elevated Capital Advisors, LLC | Draper | $499.1 million | 0 |
| Elysium Wealth Management, LLC | South Jordan | $352.3 million | 1 |
| Everspire | Midvale | $247.7 million | 0 |
| Fiduciary Advisors, LLC | Cottonwood Heights | $520.2 million | 0 |
| Financial Advisory Services | Salt Lake City | $146.6 million | 1 |
| Financial Network Wealth Advisors LLC | Murray | $515.4 million | 0 |
| Gladius Capital Management LP | Park City | $2.88 billion | 0 |
| Go Invest LLC | West Jordan | $889.0 million | 0 |
| Grandeur Peak Global Advisors | Salt Lake City | $3.80 billion | 0 |
| Guardian Wealth Management | Salt Lake City | $174.8 million | 0 |
| Harold Dance Investments | Logan | $158.0 million | 0 |
| Haynie Wealth Management LLC | Salt Lake City | $106.6 million | 0 |
| Healthequity Advisors | Draper | $1.99 billion | 0 |
| Heaton Financial, Pc | Cedar City | $140.1 million | 0 |
| Hst Ventures, LLC | Park City | $551.1 million | 0 |
| Interwise | Holladay | $369.7 million | 0 |
| Iron Gate Global Advisors | North Salt Lake | $1.32 billion | 0 |
| Jacobsen Capital Management | Salt Lake City | $562.9 million | 0 |
| Jordanelle Capital | Salt Lake City | $179.2 million | 0 |
| Jrs Wealth Management LLC | South Jordan | $135.0 million | 0 |
| Keeler Thomas Management LLC | Orem | $305.5 million | 0 |
| Keystone National Group, LLC | Salt Lake City | $2.50 billion | 0 |
| Kultura Capital Management LP | Park City | $244.7 million | 0 |
| Landmark Wealth Advisors, LLC | Farmington | $135.9 million | 0 |
| Larson Williams Wealth Advisors, LLC | Cedar City | $140.0 million | 0 |
| Lefavi Wealth Management | Salt Lake City | $445.0 million | 5 |
| Lep Management LLC | Salt Lake City | $585.2 million | 0 |
| Livet Wealth, LLC | Spanish Fork | $335.1 million | 0 |
| Lone Peak Advisers | Draper | $125.4 million | 0 |
| Lone Peak Global Investors, LLC | Alpine | $598.4 million | 0 |
| Lunt Capital Management Inc. | Holladay | $601.5 million | 0 |
| M3f, Inc. | Salt Lake City | $778.2 million | 0 |
| Medicus Wealth Planning, Inc. | Draper | $160.8 million | 0 |
| Momentum Wealth Management | Orem | $0 | 0 |
| My Prosper Team | Lehi | $58.2 million | 0 |
| Narus Financial Partners, LLC | Salt Lake City | $559.0 million | 0 |
| Navigate Financial LLC | Salt Lake City | $337.9 million | 0 |
| Navigate Private Wealth, LLC | Draper | $529.2 million | 0 |
| Net Worth Advisory Group, LLC | Sandy | $838.4 million | 0 |
| New Millennium Group | Sandy | $257.0 million | 0 |
| North Capital | Salt Lake City | $365.8 million | 0 |
| Oak Lane Advisors | Centerville | $446.3 million | 0 |
| Octant Quantitative Investment Management LLC | Salt Lake City | $128.2 million | 0 |
| Olympus Peaks Financial, LLC | Sandy | $141.4 million | 0 |
| Oxford Wealth Management | Lindon | $109.6 million | 0 |
| Palisade Wealth Management | Draper | $133.2 million | 0 |
| Paragon Wealth Management | Provo | $153.4 million | 0 |
| Periope, Lc | St. George | $177.2 million | 0 |
| Peterson Partners | Salt Lake City | $2.63 billion | 0 |
| Peterson Rogers Private Wealth, LLC | Salt Lake City | $177.1 million | 0 |
| Peterson Wealth Advisors, LLC | Orem | $829.7 million | 0 |
| Peterson Wealth Services Inc. | South Ogden | $528.5 million | 0 |
| Physician Wealth Advisors, Inc. | Salt Lake City | $2.01 billion | 0 |
| Platform Wealth Advisors | Holladay | $509.0 million | 0 |
| Portside Wealth Group, LLC | Provo | $1.43 billion | 1 |
| Presidio Wealth Management | Midvale | $217.5 million | 0 |
| Prestige Wealthwide, LLC | Lehi | $198.5 million | 0 |
| Promontory Financial Planning, LLC | Farmington | $319.0 million | 2 |
| Provident Living Financial Services | Lehi | $158.1 million | 0 |
| Reef Investment Management LLC | Lehi | $234.3 million | 0 |
| Refined Wealth Management | Salt Lake City | $210.9 million | 0 |
| Riley S. Crosbie Advisory, LLC | Logan | $118.9 million | 0 |
| Sandlot Partners, LLC | Orem | $934.5 million | 0 |
| Sandlot Private Wealth LLC | Orem | $305,047 | 0 |
| Sepio Capital, LP | Salt Lake City | $5.64 billion | 0 |
| Seven Canyons Advisors, LLC | Salt Lake City | $90.0 million | 0 |
| Sg Trading Solutions, LLC | Bountiful | $911.7 million | 0 |
| Slayton Lewis Inc | Salt Lake City | $334.4 million | 0 |
| Smedley Financial Services Inc | Salt Lake City | $396.7 million | 0 |
| Solidarity Capital Management, LLC | Lehi | $127.6 million | 0 |
| Solidarity Wealth, LLC | Lehi | $704.2 million | 0 |
| Soltis Investment Advisors, LLC | St. George | $12.04 billion | 0 |
| Sorenson Impact Advisory | Salt Lake City | $255.1 million | 0 |
| Soulence Wealth Management | Pleasant Grove | $107.5 million | 0 |
| Squire Wealth Advisors | Orem | $586.7 million | 0 |
| Statera Wealth Management | St. George | $184.7 million | 0 |
| Stonebriar Wealth, LLC | Lehi | $139.0 million | 0 |
| Strategic Planning Group | Bountiful | $910.3 million | 1 |
| Summit Global Investments, LLC | Bountiful | $2.29 billion | 0 |
| Sundance Bay | Salt Lake City | $2.09 billion | 0 |
| Switchpoint Financial Planning LLC | Lehi | $367.1 million | 0 |
| Tanara Wealth Management LLC | Lehi | $1.09 billion | 1 |
| Taylor Derrick Capital, L.L.C. | Salt Lake City | $910.7 million | 0 |
| Tencap Wealth Coaching | South Jordan | $285.0 million | 2 |
| Teton Wealth Group LLC | Murray | $204.0 million | 0 |
| The Karras Company, Inc. | Roy | $372.9 million | 0 |
| The Norden Group LLC | Provo | $1.97 billion | 0 |
| The Professional Financial Company LLC | Orem | $246.1 million | 0 |
| Thistle Creek Capital, LLC | Lehi | $161.0 million | 0 |
| Three Seasons Wealth | Salt Lake City | $1.23 billion | 0 |
| Tingey Advisors Inc | Salt Lake City | $477.7 million | 0 |
| Tower Arch Capital | Draper | $2.12 billion | 0 |
| Townsquare Capital, LLC | Lehi | $18.07 billion | 0 |
| Truenorth Wealth | Salt Lake City | $1.27 billion | 0 |
| Veritas Wealth Management, LLC | Salt Lake City | $135.8 million | 0 |
| Wasatch Advisors LP | Salt Lake City | $23.35 billion | 1 |
| Wasatch Equity Partners | Logan | $337.3 million | 0 |
| Wasatch Health Partners | Salt Lake City | $495.2 million | 0 |
| Wasatch Investment Fund Manager, LLC | Logan | $254.6 million | 0 |
| Wealth Foundations Partners, LLC | Salt Lake City | $110.5 million | 0 |
| Wealth Management Cpas, LLC | Salt Lake City | $329.2 million | 0 |
| West Rim Capital Associates Ii, L.P. | Lehi | $1.66 billion | 0 |
| West Rim Ii Ugp, LLC | Lehi | $1.77 billion | 0 |
| Westwood Global Investments | Park City | $9.47 billion | 0 |
| Your Ia, LLC | St. George | $106.6 million | 0 |
| Zions Capital Advisors, Inc. | Salt Lake City | $830.8 million | 0 |