Business List: Financial Consultant in Charlotte, NC, USA

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	Bing	Bing Reviews
Edward Jones - Financial Advisor: Christine M Beaman, AAMS™	801 E Morehead St Ste 307, Charlotte, NC 28202	70433xxxx0	a.j*******@e********.com	5	1					83524		91197
Himebaugh Consulting	210 Sherwood Pl Morganton, NC 28655	51266xxxx7
Retirement Funding Solutions	6135 Park S Dr Suite 563, Charlotte, NC 28210	70423xxxx6
Altan Investments	2906 Old House Cir, Matthews, NC 28105	70481xxxx1
The Harbor Oak Group at Morgan Stanley	6805 Carnegie Blvd, Charlotte, NC 28211	70433xxxx2
Calamita Wealth Management	6135 Park S Dr Suite 510, Charlotte, NC 28210	70427xxxx5	bri**@c***********.com	5	7					66
Stephen Hutter, CERTIFIED FINANCIAL PLANNER™, CRPC®, Cetera Investors	5200 77 Center Dr Suite 330, Charlotte, NC 28217	70494xxxx4
Mark Walker - Private Wealth Advisor, Ameriprise Financial Services, LLC	3125 Springbank Ln h, Charlotte, NC 28226	70454xxxx6	ama************@a*.com							266
Franklin Chase Financial	10130 Mallard Creek Rd Suite 300, Charlotte, NC 28262	98033xxxx8	acc*******************@c**.com							3906958	4902	3716885
Diversified Investment Advisors	7300 Carmel Executive Park Dr, Charlotte, NC 28226	70454xxxx8
Edward Jones - Financial Advisor	8430 Rea Rd Suite 130, Charlotte, NC 28277	13039xxxxx0	a.j*******@e********.com							83525
Paulsen CPA, PLLC	2923 S Tryon St Ste 220, Charlotte, NC 28203	70496xxxx0	acc*****@p*******.com							53	3
Walker Capital Preservation Group, Inc.	227 W 4th St Suite #233, Charlotte, NC 28203	70487xxxx7		5
Edward Jones - Financial Advisor: Mike Madrid, AAMS™	2100 Crescent Ave Suite 150, Charlotte, NC 28207	98094xxxx9	a.j*******@e********.com
Morgan Stanley Wealth Management	6805 Morrison Blvd, Charlotte, NC 28211	70444xxxx0	aar*********@m*********************.com		7
Richie D Phillips Tax and Accounting	Hickory, NC 28601	82823xxxx5	leg@c**********.com		5
Wells Fargo Advisors	301 S College, Charlotte, NC 28202	70433xxxx8	a.b@w*****************.com						64	189366		190549	2
Blackbridge Financial, Terry Colen, CRPC®	525 N Tryon St 16th floor, Charlotte, NC 28202	70499xxxx6	doe@b*****************.com
Labworks	7621 Little Ave, Charlotte, NC 28226	98047xxxx5	dig*********@d*********.com	4.8	14
Edward Jones - Financial Advisor: Lucas U Decker, CFP®	1800 Central Ave Suite 204, Charlotte, NC 28205	70433xxxx7	a.j*******@e********.com	5	1					132	2
David M Lyall - Private Wealth Advisor, Ameriprise Financial Services, LLC	3125 Springbank Ln h, Charlotte, NC 28226	33680xxxx5	dav********@a*.com
William W Hadley - Platinum Financial Services Advisor, Ameriprise Financial Services	4521 Sharon Rd Ste 300, Charlotte, NC 28211	70491xxxx4	ann******@a*.com							569
Edward Jones - Financial Advisor: Eric Radinsky	17206 Lancaster Hwy STE 508, Charlotte, NC 28277	70468xxxx2	a.j*******@e********.com							83525
Executive Financial Partners, LLC	101 N Tryon St Suite 600, Charlotte, NC 28246	40491xxxx2	san@e******.wpengine	5	2					498
Karen T McCanless - Financial Advisor, Ameriprise Financial Services	4521 Sharon Rd Ste 300, Charlotte, NC 28211	70491xxxx3	col*********@a*.com
Edward Jones - Financial Advisor: Dan Hollins	2820 Selwyn Ave Suite 325, Charlotte, NC 28209	98085xxxx0	a.j*******@e********.com						22	81454		91197
Dynasty Financial Consultants LLC	222 S Church St Ste 100, Charlotte, NC 28202	70488xxxx6	1fx*******@c***********.email
Edward Jones - Financial Advisor: Joe Wind	305 N Caswell Rd, Charlotte, NC 28204	70434xxxx2	a.j*******@e********.com							83525
Your Journey Financial Advisors	4530 Park Rd, Charlotte, NC 28209	70452xxxx7	ale***********@t*****.com							411898
Select Consulting	8816 Red Oak Blvd Ste 260 Charlotte, NC 28217	70442xxxx0	enq**@g***************.net
Merrill Lynch Financial Advisor Carson E McDaniel	620 S Tryon St, Charlotte, NC 28202	70433xxxx7	ale********@m.com
Del Turner - RBC Wealth Management Financial Advisor	6000 Fairview Rd Suite 500, Charlotte, NC 28210	70426xxxx4	rbc*******@r.com
Crowe Kevin F & Associates	10715 Sikes Pl, Charlotte, NC 28277	70484xxxx3
Salus Property Investments	600 Hermitage Rd, Charlotte, NC 28207	70433xxxx0	inf@s********.us
Edward Jones - Financial Advisor: Brandon Helms	6733 A, 6733 Fairview Rd, Charlotte, NC 28210	70436xxxx1
Wells Fargo Advisors	9725 Rocky River Rd, Charlotte, NC 28215	70449xxxx0
49 Financial - Charlotte Office	1213 W Morehead St Suite 508, Charlotte, NC 28208	70441xxxx8	atl******@4********.com					5	7	628	20
Merrill Lynch Financial Advisor Austin H Rap	620 S Tryon St, Charlotte, NC 28202	70433xxxx7	ale********@m.com
Fresh Start Financial Consulting	Charlotte, NC 28277	70449xxxx3
McCanless & Associates - Ameriprise Financial Services	4521 Sharon Rd Ste 300, Charlotte, NC 28211	70497xxxx5	col*********@a*.com
Rita S. Brittain, CPA, PA	706 1st Ave S Conover, NC 28613	82846xxxx7	dav@c*********.com
COGENCY GLOBAL INC.	212 S Tryon St Suite 1000, Charlotte, NC 28281	86677xxxx4	abi***@c**********.com							402
Hobart Wealth	7733 Ballantyne Commons Pkwy Suite 101, Charlotte, NC 28277	88855xxxx2		4.9
Andrew King, AIF , RICP , BFA , LUTCF	13777 Ballantyne Corporate Pl #550, Charlotte, NC 28277	70464xxxx1	aho**@c**.com	5	4					276	6	276
James B Corey	1000 Copperfield Blvd NE Ste 106 Concord, NC 28025	70479xxxx7	jim****@j******.com	5	8	3	2
Markworth Capital Partners	11121 Carmel Commons Blvd, Charlotte, NC 28226	98022xxxx7
Buie Investment	319 S Sharon Amity Rd, Charlotte, NC 28211	70436xxxx0	rod**@b******.net
Charles King Investment Group	121 Greenwich Rd, Charlotte, NC 28211	98026xxxx8
Northwestern Mutual	6235 Carnegie Blvd, Charlotte, NC 28211	70436xxxx4	soc*@n***************.com	4.5	2					107342	16225	108000
C.E. Wealth Group, LLC	6404 Carmel Rd #201, Charlotte, NC 28226	80096xxxx6	ann@c*******.com
Marcia White	128 S Tryon St, Charlotte, NC 28202	70433xxxx4
Merrill Lynch Financial Advisor Zachary T. Miller	620 S Tryon St, Charlotte, NC 28202	70433xxxx8	ale********@m.com
H&R Block	2223 Roxie St Kannapolis, NC 28083	18004xxxxx5	aab*@h****.com	4.8	126				18520	554611	20259	552302
Spaugh Dameron Tenny	4350 Congress St Suite 300, Charlotte, NC 28209	70455xxxx0
Bryson, Ronald	13850 Ballantyne Corporate Pl, Charlotte, NC 28277	70433xxxx8	ale********@m.com
Hinson's Tax & Accounting	210 N Main St Oakboro, NC 28129	70448xxxx2		5	2
McBee Associates	9111 Monroe Rd, Charlotte, NC 28270	70470xxxx2
Unity Investments Inc	4801 E Independence Blvd, Charlotte, NC 28212	70456xxxx9
Edward Jones - Financial Advisor: JP Coton, CFP®\|AAMS™		70497xxxx1
Merrill Lynch Financial Advisor William Anderson	6000 Fairview Rd, Charlotte, NC 28210	70470xxxx7	ale********@m.com
Allstate Personal Financial Representative: Paul DuBose	112 S Tryon St STE 300, Charlotte, NC 28284	70430xxxx0	and@a********.co
A.M. Stephens, III	128 S Tryon St, Charlotte, NC 28202	70433xxxx6	am.******@f**********.com							12614		13000
H&R Block	703 E Kings St Kings Mountain, NC 28086	18775xxxxx1	aab*@h****.com	4.9	80				18584	554929	19741	551152
Merrill Lynch Financial Advisor Timothy Heilferty	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx9	ale********@m.com
Raftelis Financial Consultants	1031 S Caldwell St Ste 101 Charlotte, NC 28203	70437xxxx3
Edward Jones - Financial Advisor: Mike Schmidt, CFP®	1441 Heather Ln B, Charlotte, NC 28209	70456xxxx1	a.j*******@e********.com	5	2					83524
Principal Financial Group	Serving theCharlotte Area	70456xxxx0	aar*******@p******.com	2.7	7				205	68052	174	71013
Ladd Robbins	532 Williamson Rd Mooresville, NC 28117	70466xxxx2		4.7	6
Vizions of Peace Consulting Services	Mint Hill, NC 28227	98071xxxx5	hel@r********.com	5	4
Edward Jones - Financial Advisor: Nathan B Sessions	1800 Central Ave Suite 204, Charlotte, NC 28205	70490xxxx4	a.j*******@e********.com							83525
Ivie Investment Inc	Charlotte, NC 28206	70430xxxx5
Carolinas Investment Consulting	5605 Carnegie Blvd # 400, Charlotte, NC 28209	70464xxxx5	3d@c**************.com	4	1
H&R Block	2110 US Hwy 70 SE Hickory, NC 28602	82832xxxx8	aab*@h****.com	4.8	61				18605	554834	17305	550993
Jp Investment Partners	3301 Freedom Dr, Charlotte, NC 28208	70439xxxx3	aal**@b*******.com					5	35	184	3	197
GCG Wealth Management	1415 Vantage Park Drive Suite 250, Charlotte, NC 28203	70437xxxx1		4.5
Payscape Advisors	601 S Cedar St, Charlotte, NC 28202	98032xxxx8
Brice Asset Management	200 Providence Rd, Charlotte, NC 28207	70435xxxx2
Merrill Lynch Financial Advisor MARY GRACE LOSTETTER	620 S Tryon St, Charlotte, NC 28202	70433xxxx9	bro********@m.com
Scharf Pera & Co PLLC	4600 Park Rd Suite 112, Charlotte, NC 28209	70437xxxx7		4	3
BG Grace Financial Group	624 Matthews Mint Hill Rd Ste 209, Matthews, NC 28105	70429xxxx7	joh@b*******************.com
Wells Fargo Advisors	7301 Carmel Executive Park Dr Ste 102, Charlotte, NC 28226	70454xxxx0	a-p***********@w***************.com							189174		190445
Merrill Lynch Financial Advisor Edison S Miller	13510 Ballantyne Corporate Pl Suite 200, Charlotte, NC 28277	70434xxxx7	ale********@m.com
CoreLink Capital	525 N Tryon St Suite 1600, Charlotte, NC 28202	83380xxxx5	inf@c*************.com					5	5			508
Meghanne Svatos - Financial Advisor, Ameriprise Financial Services, LLC	8832 Blakeney Professional Dr Ste 302, Charlotte, NC 28277	70494xxxx0	deb*************@a*.com
Wealth & Retirement Advisors, LLC	11121 Carmel Commons Blvd STE 160, Charlotte, NC 28226	70492xxxx5
Alpha Financial Advisors	11325 N Community House Rd #410, Charlotte, NC 28277	70471xxxx0	joh*****@a****.com	3.9	8							193
Edward Jones - Financial Advisor: Benjamin C Asseff, CFP®\|ChFC®\|AAMS™	8133 Ardrey Kell Rd STE 105, Charlotte, NC 28277	70470xxxx5	a.j*******@e********.com	5	7					83524		90121
Buie Investment Advisors	5716 Bellechasse St, Charlotte, NC 28210	70464xxxx0
Merrill Lynch Financial Advisor Sean S Rounds	620 S Tryon St, Charlotte, NC 28202	70433xxxx4	bri**********@b*.com
Ctgy	2801 W Tyvola Rd, Charlotte, NC 28217	70442xxxx3	a.h*********@b*.com	2.5	170				4243	2417903	17900	2366810
Edward Jones - Financial Advisor: John V O'Connor	1441 Heather Ln B, Charlotte, NC 28209	70456xxxx1	a.j*******@e********.com	5	1					83524		91198
Deloitte Wealth Partners - UBS Financial Services Inc.	6100 Fairview Rd Suite 900, Charlotte, NC 28210	70436xxxx0	ben*****************@u.com
W Roger Purgason - Financial Advisor, Ameriprise Financial Services	6100 Fairview Rd Ste 1105, Charlotte, NC 28210	70455xxxx0	dns***@a*.com
Brian C Battle - Private Wealth Advisor, Ameriprise Financial Services, LLC	6100 Fairview Rd Ste 1105, Charlotte, NC 28210	70455xxxx0	bri*********@a*.com	5	1
Merrill Lynch Private Wealth Advisor William Craig Mayeux	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx8	bro********@m.com
Matthew Flesch	6025 Blakeney Park Dr Ste 130A, Charlotte, NC 28277	70460xxxx9	a**00@a*****.com
L. Michael Wofford, Consultants and Advisors	400 N Church St, Charlotte, NC 28202	70490xxxx1	mic**@m***********.com
Merrill Lynch Financial Advisor William Lee Fulbright	620 S Tryon St, Charlotte, NC 28202	70433xxxx5	ale********@m.com
Redan Capital Partners	201 N Tryon St, Charlotte, NC 28202	70434xxxx1	ali*****@r**********.com
Wickham Cash Partners - UBS Financial Services Inc.	6100 Fairview Rd Suite 900, Charlotte, NC 28210	70436xxxx6	ben*****************@u.com
H&R Block	2879 Hwy 160 W Ste 106 Fort Mill, SC 29708	80354xxxx8	aab*@h****.com	4.7	49	1.5	3		18561	554982	19838	552464
Transamerica Insurance & Investment Group	15801 Brixham Hill Ave Ste 550, Charlotte, NC 28277	70497xxxx0
Ames Robert Financial Consultant	100 N Tryon St, Charlotte, Nc 28202	70433xxxx0	aas**********@m.com
Moore & Moore CPA's	325 S Oakland Ave Ste 101 Rock Hill, SC 29730	80332xxxx1	bxx*@m*************.com	4.6	20
Timothy Alexander and Associates	65 Corban Ave SE Cress Brothers Plumbing & Heating Concord, NC 28025	19803xxxxx8	con**@s*******.com
Luminary Wealth	101 N Tryon St Suite 112, Charlotte, NC 28246	70461xxxx4	aar@l********.com	5	1
2nd Chance Financial Solutions	101 N Tryon St Suite 112, Charlotte, NC 28246	98031xxxx9		5	4
Clyde Financial Planning	201 Hillside Ave UNIT A, Charlotte, NC 28209	70476xxxx7	bob@c*********************.com
Wealth Management of the Carolinas, Inc	1028 Lee-Ann Dr NE # 220, Concord, NC 28025	70478xxxx3	rod*@w**********************.com	5	1
Wells Fargo Advisors	4937 Sunset Rd, Charlotte, NC 28269	70459xxxx2	&.m**@w***************.com	2.3	9					189174		190445
Principal	11215 N Community House Rd Ste 700 Charlotte, NC 28277	86651xxxx9	ach**@t*******************.com	3	6					481	3	487
Fifth Third Private Bank - Holly Withers	201 N Tryon St, Charlotte, NC 28202	70462xxxx3
H&R Block	607 S Cannon Blvd Kannapolis, NC 28083	18004xxxxx5	aab*@h****.com	4.7	40				18520	554611	20259	552302
Walker Jackson Mortgage Inc	3700 Arco Corporate Dr Ste 450, Charlotte, NC 28273	70450xxxx2	bja***@a***.com							105
Record, Gregory	13850 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx8	ais**********@m.com
LifeWorth Financial - Northwestern Mutual	6235 Carnegie Blvd, Charlotte, NC 28211	70444xxxx0	dav******@n.com									47
First Investors Corp
Buckingham Strategic Wealth	3545 Whitehall Park Dr Suite 180, Charlotte, NC 28273	70454xxxx9	adm@b**************.com							532	3
Bandis, Kerry	150 N College St, Charlotte, NC 28202	98068xxxx0	ban********@e**.bankofamerica
FOARD WEALTH MANAGEMENT	15720 Brixham Hill Ave #300, Charlotte, NC 28277	70446xxxx0										150
Johnson Investments	4609 Sharon Chase Dr, Charlotte, NC 28215	70490xxxx4
Jim Harpham	6337 Carnegie Blvd, Charlotte, NC 28211	70435xxxx7	abc*@t******.com							5323	332	6144
Jarus CLU Hedstrom Cfp
StanLee Tax Resolutions	1855 Tucker St Hickory, NC 28601	82896xxxx2	adm@s*******.com	5	2
Edward Jones - Financial Advisor: Jim Hale	10917 Black Dog Ln, Charlotte, NC 28214	70497xxxx1	a.j*******@e********.com	5	2					83524
Edward D Jones & Co	413 W 8th St K, Charlotte, NC 28202	70451xxxx5
H&R Block	6301 South Blvd Charlotte, NC 28217	88847xxxx2	aab*@h****.com	4.3	25	1	1		18530	554729	20155	552375
Bracken Capital LLC	200 S Tryon St # 1700, Charlotte, NC 28202	70428xxxx0
CBT Financial Solutions	Serving theCharlotte Area	98023xxxx5
Tess Gregory Morris - Associate Financial Advisor, Ameriprise Financial Services, LLC	6100 Fairview Rd #1105, Charlotte, NC 28210	70455xxxx0
The Investor Advisory Group, LLC	421 S Sharon Amity Rd Suite A, Charlotte, NC 28211	70436xxxx0	ed@t*****.com
Calamita Wealth Management		70427xxxx5	cat****@c***********.com	5	7
Garnett Chris	9651 Brookdale Dr, Charlotte, NC 28215	70450xxxx6	aar*******@l.com						1	19871	200	21155
Link Financial Solutions	8511 Davis Lake Pkwy, Charlotte, NC 28269	70491xxxx7	22@**w.linkfinancialsolutions	2.9	81
Merrill Lynch Financial Advisor David Van Glish	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx4	bri**********@b*.com
Owen Frank III	7508 E Independence Blvd, Charlotte, NC 28227	70456xxxx0
Merrill Lynch Financial Advisor Jeffrey Grossman Vaughan	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx0	ale********@m.com
Regions Bank	615 S College St, Charlotte, NC 28202	98028xxxx0	aar*********@r****.com	3.4	15					291523	2786	292207
Wake Up Now	Serving theCharlotte Area	85550xxxx1
SEDNA Wealth Management LLC	227 W 4th St, Charlotte, NC 28202	70498xxxx5	inf@s*******************.com
Harris Realty Investments	8302 University Exec Park Dr, Charlotte, NC 28262	70454xxxx0
Fidelity Investments	4611 Sharon Rd Suite 125, Charlotte, NC 28211	80027xxxx9		3.3
Wells Fargo Advisors	201 S College St Ste 2500, Charlotte, NC 28244	70463xxxx0	&.m**@w***************.com							14947	415	16231
Scott H. Angel	128 S Tryon St, Charlotte, NC 28202	70433xxxx1	fcb****@f**********.com							12614		13000
Financial Network Investment Corp	1850 E 3rd St, Charlotte, NC 28204	70437xxxx1	3d@i***********.com
M Mills Insurance Group	543 Cox Rd Ste B8 Gastonia, NC 28054	70442xxxx3
Raftelis Financial Consulting	227 W Trade St Ste 1400, Charlotte, NC 28202	70437xxxx9	aal***@r*****.com					5	5	459	5		1
Merrill Lynch Financial Advisor Jason Martin	620 S Tryon St, Charlotte, NC 28202	70433xxxx1	ale********@m.com
David Hefferly - Independent Insurance Advisors	11009 Jordan Rae Ln Charlotte, NC 28277	70456xxxx3
Novant City Corporation	101 N Tryon St Suite 112, Charlotte, NC 28246	98031xxxx5		3.7	3
Meredith McCanless Teden - Financial Advisor, Ameriprise Financial Services	4521 Sharon Rd Ste 300, Charlotte, NC 28211	70491xxxx0	col*********@a*.com
Improve Credit Consulting Firm	106 N Pine St, Charlotte, NC 28202	70477xxxx2	abd**@g***.com	3.8	36
Nine Bridge Financial Partners	831 E Morehead St, Charlotte, NC 28202	70430xxxx5	ken******@n*********.com
Pender Investment Research	1512 E 4th St, Charlotte, NC 28204	70437xxxx2
William W Hadley - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC	4521 Sharon Rd Ste 300, Charlotte, NC 28211	70491xxxx4	ann******@a*.com							564
Edward Jones - Financial Advisor: Brandon Helms	6733 A, Fairview Rd, Charlotte, NC 28210	70436xxxx1	a.j*******@e********.com							83525
GuideSource Wealth Advisors - Ameriprise Financial Services, LLC		70454xxxx3	dns***@a*.com
Dolan Capital Advisors, Inc.	15720 Brixham Hill Ave #300, Charlotte, NC 28277	70488xxxx9	b@d******.com	5	1
Merrill Lynch Financial Advisor R. Allen Hewett, Jr.	620 S Tryon St, Charlotte, NC 28202	70433xxxx7	all********@m.com
Pender Investment Research	1814 Lombardy Cir, Charlotte, NC 28203	70437xxxx2
Deloitte	650 S Tryon St Suite 1800, Charlotte, NC 28202	70488xxxx0	ada*****@w*.deloitte	2.3	43					570150		1570376
Carolinas Dental Advisors	1001 Morehead Square Dr #450a, Charlotte, NC 28203	98022xxxx2
Mark Antonich - Private Wealth Advisor, Ameriprise Financial Services, LLC	8832 Blakeney Professional Dr Ste 302, Charlotte, NC 28277	70494xxxx0
HPL + Associates Planning and Wealth Management of Raymond James	6805 Carnegie Blvd Ste 350, Charlotte, NC 28211	70444xxxx2	aar**********@r*********.com									165
Reed, K	620 S Tryon St, Charlotte, NC 28202	98038xxxx6	ban********@e**.bankofamerica
Anne H Locke Financial Planner	7300 Carmel Executive Park Dr, Charlotte, NC 28226	70454xxxx1
James Newman - Financial Advisor, Ameriprise Financial Services, LLC	3125 Springbank Ln h, Charlotte, NC 28226	70454xxxx6	jam*******@a*.com
Edward Jones - Financial Advisor: Dylan Hales, CFP®	10715 Sikes Pl Suite 110, Charlotte, NC 28277	70468xxxx3	a.j*******@e********.com	4.3					22	79997		89308
D. Christopher Teague - RBC Wealth Management Financial Advisor	6000 Fairview Rd Suite 500, Charlotte, NC 28210	70426xxxx6
MC Intercede Consulting	Charlotte, NC 28269	70475xxxx3
Mesirow Financial Consulting	121 W Trade St Ste 2000 Charlotte, NC 28202	70437xxxx0
Carolina Cash Flow	8107 Sidras Ct, Charlotte, NC 28270	70476xxxx1
Linden Thomas & Company	516 N Tryon St, Charlotte, NC 28202	70455xxxx0	ahi@l*********.com	5	43								5
Blackbridge Advisors	11525 N Community House Rd Suite 575, Charlotte, NC 28277	70449xxxx7	cxx******@b*****************.com
New England Financial	325 N Tryon St, Charlotte, NC 28202	70433xxxx1
Rice-Assoc-Ameriprise Financial Service	8832 Blakeney Professional Dr, Charlotte, NC 28277	70494xxxx0	deb*************@a*.com							194	2
Delos Advisory & Investment, Inc.	112 S Tryon St Ste 1600, Charlotte, NC 28284	86693xxxx8	ada*****@w*.deloitte	2.1	41					571156
Byron Financial L.L.C.	6100 Fairview Rd #1150, Charlotte, NC 28210	70444xxxx2	asa*******@b*****.com
Ameriprise Financial	6100 Fairview Rd #1105, Charlotte, NC 28210	70455xxxx0	ame****************@a*.com							132658
Jason Vieira	4325 Randolph Rd, Charlotte, NC 28211	70433xxxx4
Edward Jones - Financial Advisor: Tom Higgins	305 N Caswell Rd, Charlotte, NC 28204	70434xxxx2	a.j*******@e********.com	5	1					86821		98000
Jp Financial Group,Llc	801 E Morehead St Ste 305, Charlotte, NC 28202	70454xxxx9	d.j@j******************.com		73					989	32		5	34
LPL Financial	12610 N Community House Rd, Charlotte, NC 28277	70454xxxx0		4	1
Lifeway Financial Group	6135 Park South Dr Ste 510, Charlotte, NC 28210	98024xxxx0
US Financial Alliance Consultants	600 N Church St Charlotte, NC 28202	70494xxxx4
Laura J. Snead	128 S Tryon St, Charlotte, NC 28202	70433xxxx7	fcb****@f**********.com							11354
Le'Ne'LL Consultant Services	Mount Holly, NC 28120	70430xxxx2	a.l*@l*********.com	4.1	87			4.8	56	761	98
Sally Brooks - State Farm Insurance Agent	548 Williamson Rd Ste 2 Mooresville, NC 28117	70479xxxx0	sal@n*********.com	4.8	92	5	1	4.7	37	414	26	439
Assiduous Strategic Investments	201 S College St, Charlotte, NC 28244	70494xxxx0
Tristate Financial Advisors	207 Regency Executive Park Dr Suite #170, Charlotte, NC 28217	70444xxxx8	dxx***@t*******.com	5	26					391	27	443
CasaSanta Financial Services	6913 Beamish Pl, Charlotte, NC 28227	70454xxxx7	cas**************@c***********************.com					5	10	299			5	10
Global Financial Services	212 S Tryon St # 1055, Charlotte, NC 28281	70437xxxx2		2.3	3
H&R Block	2376 W N Carolina 10 Newton, NC 28658	82846xxxx2	aab*@h****.com	4.6	145				18605	554840	17311	551001
Physician Mortgage Home Loans Charlotte USA	5925 Carnegie Blvd ste 250, Charlotte, NC 28209	84486xxxx0	inf@p***************.com
Vetas Ann	11007 Lucky Horseshoe Ln, Charlotte, NC 28277	70484xxxx6
Wells Fargo Advisors	127 E Woodlawn Rd, Charlotte, NC 28217	70452xxxx7	&.m**@w***************.com							189174		190445
The Prudential Company	9930 Monroe Rd, Matthews, NC 28105	70424xxxx8
Morgan Stanley Wealth Management	6805 Morrison Blvd Ste 400, Charlotte, NC 28211	70444xxxx0	aar*********@m*********************.com		7
H&R Block	100 Concord Commons Pl SW Concord, NC 28027	70470xxxx7	aab*@h****.com	4.7	160				18561	554982	19838	552464
Webb Street Financial, Inc.	6000 Fairview Rd Ste. 1200, Charlotte, NC 28210	70424xxxx0	inf@w*****************.com	3						97		100
Merrill Lynch Financial Advisor Rebecca A Day	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx5	ale********@m.com
Chris Leslie - Thrivent	4530 Park Rd Ste 109, Charlotte, NC 28209	70452xxxx7	ben*****@t*****.com							409	29
Maximum Accounting and Tax Services Inc		70426xxxx8	edi@m********.com	4.7	29
Edward Jones - Financial Advisor: Christopher M Warren, CFA®	2101 Rexford Rd Suite 132 E, Charlotte, NC 28211	70431xxxx5	a.j*******@e********.com						22	81454		91197
Guggenheim Partners	500 E Morehead St suite 350, Charlotte, NC 28202	70480xxxx0	a.j******@g***************.com
Mercer (US) Inc.	100 N Tryon St Suite 3600, Charlotte, NC 28280	70480xxxx0
Shane Gurganus, ChFC, AIF, Financial Planner	13777 Ballantyne Corporate Pl, Charlotte, NC 28277	70464xxxx6	cap*********@c**.com						5	274	2	306
Capital Management	1520 South Blvd #230, Charlotte, NC 28203	70433xxxx1
GrandView Advisors of Raymond James	6805 Carnegie Blvd Ste 350, Charlotte, NC 28211	70444xxxx0	aar**********@r*********.com									88
Park South Group	11440 Carmel Commons Blvd, Charlotte, NC 28226	70440xxxx0	acr****@p***********.com
Greenway Wealth Advisors, LLC	1920 Abbott St #300, Charlotte, NC 28203	70498xxxx8	inf@g************.com
Longview Financial Group - Ameriprise Financial Services, LLC	14120 Ballantyne Corporate Pl #325, Charlotte, NC 28277	70446xxxx3	cat************@a*.com
Fidelity Capital	525 N Tryon St #1600, Charlotte, NC 28202	88835xxxx4	cha******@f******************.com
Legacy Financial Solutions	1000 University City Blvd, Charlotte, NC 28269	70425xxxx3
Edward Jones - Financial Advisor: Todd M Gorden	2100 Crescent Ave Ste 150, Charlotte, NC 28207	84487xxxx5	and*****@c***********.ca
JHG Financial Advisors	1370 Briar Creek Rd, Charlotte, NC 28205	70453xxxx3	dav*********@j*********.com
Bank of America Financial Center	100 N Tryon St STE 170, Charlotte, NC 28202	98033xxxx1	ago****@m.com	2	144					2856782		2807702
Blackwell, Larkin	6000 Fairview Rd, Charlotte, NC 28210	21238xxxx2	ale********@m.com
Allen C Ewing & Co	112 S Tryon St Suite 1220, Charlotte, NC 28284	70433xxxx2	3d@a*********.com
Know My Plan - Building Financial Plans Together	11215 N Community House Rd, Charlotte, NC 28277	70424xxxx6	je@k*******.com	5	15
Merrill Lynch Financial Advisor Adam M Growley	620 S Tryon St, Charlotte, NC 28202	70433xxxx0	ale********@m.com
Merrill Lynch Financial Advisor Eric M Fitch	Charlotte, NC	70433xxxx3	ale********@m.com
Merrill Lynch Financial Advisor Evan Scott	13510 Ballantyne Corporate Pl Suite 200, Charlotte, NC 28277	70434xxxx7	bri**********@b*.com
Trinity Capital Advisors	440 S Church St #800, Charlotte, NC 28202	70471xxxx5
Alloy Wealth Management	13925 Ballantyne Corporate Pl Suite 190, Charlotte, NC 28277	80068xxxx5	cou***@a********.com	4.5	17			5	16	384	44	397
Edward Jones - Financial Advisor	8035 Providence Rd #350, Charlotte, NC 28277	80087xxxx7	a.j*******@e********.com
Merrill Lynch Financial Advisor Steven V Lang	620 S Tryon St, Charlotte, NC 28202	70433xxxx4	ale********@m.com
Merrill Lynch Private Wealth Advisor David K Finby	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx1	bro********@m.com
Little's Financial Consulting	3 Union St S Ste 210 Concord, NC 28025	70478xxxx2
Rinehart Wealth Management	1415 Vantage Park Dr, Charlotte, NC 28203	70437xxxx1	ddo***@r*********************.com
H&R Block	829 Bethel St Clover, SC 29710	18882xxxxx4	aab*@h****.com	4.8	41				18584	554929	19741	551152
The Rice Group - UBS Financial Services Inc.	13024 Ballantyne Corporate Pl Suite 650, Charlotte, NC 28277	70436xxxx4	ben*****************@u.com
Merrill Lynch Financial Advisor Richard Sterling	620 S Tryon St, Charlotte, NC 28202	70433xxxx6	bri**********@b*.com
Merrill Lynch Financial Advisor J. Brendan Kelleher	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx5	jlb*******@s******.net	5	1
J. Branstrom & Associates	225 W Union St Morganton, NC 28655	82843xxxx8
Mark Davey - Financial Advisor, Ameriprise Financial Services, LLC	3125 Springbank Ln h, Charlotte, NC 28226	70454xxxx6	ama************@a*.com
Merrill Lynch Financial Advisor Ryan Leaf	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx1	ale********@m.com
Queen City Credit Clinic	Charlotte, NC 28273	98089xxxx0	inf@q*******************.com	5	6
Merrill Lynch Financial Advisor Matthew S Stading	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx2	ale********@m.com
Hackney Financial Services	6235 Carnegie Blvd, Charlotte, NC 28211	70436xxxx4	ark*************@n.com
Parsec Financial - Charlotte	227 W Trade St # 1840, Charlotte, NC 28202	70433xxxx4
Neely Financial	11215 N Community House Rd Ste 700, Charlotte, NC 28277	70491xxxx2
H&R Block	134 N Main St Mooresville, NC 28115	70466xxxx0	aab*@h****.com	4.7	120	1	3		18605	554834	17305	550993
H B Financial Resources Ltd	4520 Mint Hill Village Ln Suite 106, Mint Hill, NC 28227	70456xxxx4		5
Merrill Lynch Financial Advisor Joel R Burns	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx2	ale********@m.com
Edward Jones - Financial Advisor: Jon Johnston	10715 Sikes Pl #110, Charlotte, NC 28277	70455xxxx9	a.j*******@e********.com							83524
John Hancock Financial Network	128 S Tryon St, Charlotte, NC 28202	70437xxxx0		3	2
ACM Wealth Management		87770xxxx9
Edward Jones - Financial Advisor: Aaron M Kauffman	8133 Ardrey Kell Rd STE 105, Charlotte, NC 28277	70470xxxx5	a.j*******@e********.com							86821		98000
H&R Block	1010 E Main St Ste 5 Cherryville, NC 28021	18882xxxxx4	aab*@h****.com	4.6	58				18584	554929	19741	551152
Know My Plan - Building Financial Plans Together	Woodward Building, 11215 N Community House Rd Suite 775, Charlotte, NC 28277	70424xxxx6	je@k*******.com	5	16
Bragg Financial Advisors Inc	1031 S Caldwell St Ste 200, Charlotte, NC 28203	70437xxxx1	ada@b************.com							87	4		1
Ballantyne Capital Management, LLC	15801 Brixham Hill Ave, Charlotte, NC 28277	98023xxxx5	gar***@y**.com
Edward Jones - Financial Advisor: Beth Weast, AAMS™	2115 Southend Dr STE 102, Charlotte, NC 28203	70490xxxx1	a.j*******@e********.com							83525
Bryson, Ronald	150 N College St, Charlotte, NC 28202	70433xxxx8	ale********@m.com
H&R Block	1754 W Main St Locust, NC 28097	70488xxxx8	aab*@h****.com	4.6	67				18605	554834	17305	550993
Desiretree Financial Services		98025xxxx4		5	4
General Financial Agency Inc	301 S Tryon St, Charlotte, NC 28282	70437xxxx3
Morgan Stanley Financial Advisors	6805 Carnegie Blvd Ste 400, Charlotte, NC 28211	70444xxxx0		1
H&R Block	4859 Old York Rd Ste 107 Rock Hill, SC 29732	80332xxxx7	aab*@h****.com						18555	554858	19872	552367
Sycamore Financial Planning, LLC	525 N Tryon St #1600, Charlotte, NC 28202	98027xxxx6	ans*@s**********************.com	5	1
Renew You Financial Consultants	3203 US-21 Ste 202 Fort Mill, SC 29715	80354xxxx8	cha********@r*******.com	5	5
Carolina Claims Consulting LLC	227 W 4th St, Charlotte, NC 28202		wes*@c*********************.com	5	26
Byerley LaBrosse Group / Merrill Lynch	6000 Fairview Rd UNIT 600, Charlotte, NC 28210	98028xxxx8
NaviPath Financial	1001 Morehead Square Dr #450a, Charlotte, NC 28203	70424xxxx1		5
H&R Block	435 N Generals Blvd Lincolnton, NC 28092	70473xxxx2	aab*@h****.com	4.8	96	5	1			554834	17305	550993
Brian Guild, Bankers Life Agent and Bankers Life Securities Financial Representative	10706 Sikes Pl Ste 300, Charlotte, NC 28277	70454xxxx2
Smith, William, CFP
Plancentric Financial Group	6235 Carnegie Blvd, Charlotte, NC 28211	70444xxxx5	pla****************@n.com							166
H&R Block	708 S Duncan Byp Ste F Union, SC 29379	18882xxxxx4	aab*@h****.com	4.8	60				18584	554929	19741	551152
Maximum Advisory		70426xxxx8
B & K Investments	100 W Carson Blvd, Charlotte, NC 28203	70433xxxx2
Ciji Fisher	128 S Tryon St, Charlotte, NC 28202	70420xxxx9
Wells Fargo Advisors	516 N Tryon St, Charlotte, NC 28202	70455xxxx0	&.m**@w***************.com							189247		190445
Bianco Investments Financing & Mortgages	200 N Tryon St, Charlotte, NC 28202	70437xxxx2
Exquisite Financial Consulting	Charlotte, NC 28269
Exclusive Financial Resources, LLC	3420 Toringdon Way, Charlotte, NC 28277	70436xxxx3	lou********@e************************.com
Regions Bank	2131 Ayrsley Town Blvd Suite 100, Charlotte, NC 28273	98028xxxx0		2	26
LPL Financial	200 S College St UNIT 2100, Charlotte, NC 28202	70433xxxx8
Scott L Beatty Fic	4530 Park Rd, Charlotte, NC 28209	70452xxxx7
David Morgan Investments	Charlotte, NC 28201	70433xxxx0
Bce Financial Corp	6135 Park South Dr, Charlotte, NC 28210	70494xxxx1
Edward Jones - Financial Advisor: Joseph Hahn	7510 Pineville-Matthews Rd Suite 8B, Charlotte, NC 28226	70430xxxx1	a.j*******@e********.com
Steven Runnion - RBC Wealth Management Financial Advisor	6000 Fairview Rd Suite 500, Charlotte, NC 28210	70426xxxx5	rbc*******@r.com
Westend Advisors	1001 Morehead Square Dr Suite 600, Charlotte, NC 28203	70440xxxx0	ann**************@w************.com	5	1
Edward Jones - Financial Advisor: Clay Woodruff	5110 Park Rd Suite 2 I, Charlotte, NC 28209	70467xxxx5	a.j*******@e********.com	5	2					83525		91197
Merrill Lynch Private Wealth Advisor Ian McDade	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx7	ale********@m.com
Fifth Third Private Bank - Roger Rossetti	201 N Tryon St, Charlotte, NC 28202	70468xxxx3
Estate Strategies	6235 Morrison Blvd, Charlotte, NC 28211	70444xxxx0	a.-*********@n***************.com	4.5	2
The O'Brien Tate Group - UBS Financial Services Inc.	6100 Fairview Rd, Charlotte, NC 28210	70436xxxx6	ade******@u.com
Cari Berger	150 Providence Rd, Charlotte, NC 28207	98037xxxx4	abc*@t******.com							5323	332	6144
Accenture	201 S College St Suite 1900, Charlotte, NC 28244	70433xxxx1	a.l*********@a******.com	4.2	15				1	882949	1392	956912
CAPTRUST	4201 Congress St #160, Charlotte, NC 28209	70492xxxx0
Merrill Lynch Private Wealth Advisor Lisa Ray Premo	620 S Tryon St, Charlotte, NC 28202	70433xxxx9
Revolutionary Wealth Management	219 S Battleground Ave Ste 5 Kings Mountain, NC 28086	70475xxxx8
Barnes John F	6235 Carnegie Blvd, Charlotte, NC 28211	70444xxxx6
Mandarin Holding Company	4400 Sharon Rd, Charlotte, NC 28211	70444xxxx2
Fifth Third Private Bank - Carolyn Finocchi	201 N Tryon St, Charlotte, NC 28202	70468xxxx5
Edelman Financial Engines	10130 Perimeter Pkwy Ste 200, Charlotte, NC 28216	83375xxxx3	aar*****@e********************.com						37	18373	14	19774
RSM US LLP	300 S Tryon St #1500, Charlotte, NC 28202	70436xxxx1	a.j***@r**.com							15326
Thomas Brown, CFP - GrandView Advisors of Raymond James	6805 Carnegie Blvd #350, Charlotte, NC 28211	70442xxxx2	aar**********@r*********.com
GreerWalker CPAs & Advisors	227 W Trade St #1100, Charlotte, NC 28202	70437xxxx9	aar******@g********.com	5	3			5	16	170	24	193
H&R Block	108 S Main St Stanley, NC 28164	94934xxxx0	aab*@h****.com	4.4	43				18584	554929	19741	551152
National Financial Services Group	200 Providence Rd #101, Charlotte, NC 28207	70434xxxx1
Gcg Wealth Management	9115 Harris Corners Pkwy Ste 250, Charlotte, NC 28269	70437xxxx1	aho@g**.com	4.4	9
ReMark USA - Charlotte	101 S Tryon St Suite 3100, Charlotte, NC 28280	70434xxxx5	azi******@r********.com
McCanless & Associates - Ameriprise Financial Services, LLC	4521 Sharon Rd Ste 300, Charlotte, NC 28211	33681xxxx2
Jonathan Randall - Financial Advisor, Ameriprise Financial Services, LLC	3125 Springbank Ln h, Charlotte, NC 28226	25249xxxx5
Jones Jr, Michael	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx7	ale********@m.com
H&R Block	321 N Graham St Charlotte, NC 28202	18004xxxxx5	aab*@h****.com	4.7	68	3	2		18521	554619	20257	552309
Hatteras Investment Partners	2600 Sedley Rd, Charlotte, NC 28211	70436xxxx8
Tucker Boynton Financial Group	3731 Latrobe Dr STE 200, Charlotte, NC 28211	70436xxxx5
Alliance Wealth Management	121 W Trade St, Charlotte, NC 28202
Brown Advisory	1616 Camden Rd Ste 200, Charlotte, NC 28203	80064xxxx3	aan***@b**********.com							762		865
H&R Block	260 E Garrison Blvd Gastonia, NC 28054	70486xxxx1	aab*@h****.com	4.6	223	5	1		18609	554941	17792	551119
Mark Carter - Prudential Financial	2701 Coltsgate Rd UNIT 220, Charlotte, NC 28211	70444xxxx1	a.w***@p*******.com
Edward Jones - Financial Advisor: Bart Carmichael, ChFC®\|AAMS™	8430 Rea Rd Suite 130, Charlotte, NC 28277	70454xxxx4	a.j*******@e********.com							45
Chris Thorn	150 Providence Rd, Charlotte, NC 28207	98037xxxx4	chr************@t******.net							7301	528	7700
Ken Offenberg - Raymond James	6805 Carnegie Blvd #350, Charlotte, NC 28211	70444xxxx0	aar**********@r*********.com
Faith Management Services	195 W Plaza Dr Ste C Mooresville, NC 28117	70479xxxx1
Edward Jones - Financial Advisor: Robert Bart Carmichael	8430 Rea Rd Ste 130, Charlotte, NC 28277	70426xxxx2	and*****@c***********.ca
Walker J Michael Financial Consultant	100 N Tryon St Charlotte, NC 28202	70433xxxx0
Charlotte Financial Group	6000 Fairview Rd, Charlotte, NC 28210	70436xxxx7	inf@s********************.com
Guidehouse	101 S Tryon St #2820, Charlotte, NC 28280	70434xxxx0	aa@g*********.com	1	1					3278		3585
Kensington Capital Advisors	4064 Colony Rd, Charlotte, NC 28211	70464xxxx1	3d@**w.kensington-advisors
TransWorld Business Advisors	11220 Elm Ln Ste 200 Charlotte, NC 28277	18002xxxxx5	aal@t****.com					4.7	97	8553	364	8947
NaviPath Financial	1009 East Blvd Suite 100, Charlotte, NC 28203	70424xxxx1	bri@n**************.com	5	1					287	3	333
The Andover Group - UBS Financial Services Inc.	6100 Fairview Rd, Charlotte, NC 28210	70436xxxx1
Merrill Lynch Financial Advisor R Neil Stikeleather	6000 Fairview Rd Suite 700, Charlotte, NC 28210	70470xxxx3
Anderson & Strudwick Inc	13860 Ballantyne Corporate Pl, Charlotte, NC 28277	70475xxxx3
H&R Block	1244 Hwy 9 Byp W Lancaster, SC 29720	80328xxxx0	aab*@h****.com	4.3	66				18605	554840	17311	551001
Michael E. Fayed Financial Planning	420 Park St Ste 100, Belmont, NC 28012	70426xxxx0	mik*****@m********.com		11
Euclid Innovations	101 S Tryon St #2410, Charlotte, NC 28202	87738xxxx1
Cordian Wealth - Ameriprise Financial Services, LLC	8832 Blakeney Professional Dr Ste 302, Charlotte, NC 28277	70494xxxx0
7 Figures Funding Charlotte	525 North Tryon, N Tryon St Suite 1600, Charlotte, NC 28202	91981xxxx9	inf@7******.com							1047
Plancentric Financial Group		70444xxxx5	nmw******@n***************.com
Fifth Third Private Bank - Kurt King	201 N Tryon St, Charlotte, NC 28202	70480xxxx8
Deloitte Wealth Partners - UBS Financial Services Inc.		70436xxxx0	ben*****************@u.com
H&R Block	3625 Mt Holly Huntersville Rd Callabridge commons Charlotte, NC 28216	70497xxxx0	aab*@h****.com	4.7	47	1	1		18609	554941	17792	551119
Credit Financial Group	3720 N Tryon St, Charlotte, NC 28206	98087xxxx4
Donald Chapman - RBC Wealth Management Financial Advisor		82832xxxx9	rbc*******@r.com
Melissa Saleeby - Financial Advisor, Ameriprise Financial Services, LLC	4521 Sharon Rd Ste 300, Charlotte, NC 28211	70491xxxx2	ann******@a*.com	5	1
H&R Block	8511 Davis Lake Pkwy Ste C-5 Davis Lake Charlotte, NC 28269	17049xxxxx1	aab*@h****.com	4.7	112				18530	554730	20166	552381
Vanderbilt Financial Planning	8430 Rea Rd, Charlotte, NC 28277	70454xxxx0
Ray's Tax	1301 Skyway Dr Ste A Monroe, NC 28110		cur****@r*****.com	3	2	4	4
Wickham, R Mitchell	150 N College St, Charlotte, NC 28202	70433xxxx4	ale********@m.com
Cornerstone Accounting & Tax Associates	Charlotte, NC 28269		nbs**********************@y**.com	5	3
H&R Block	302 E Dixon Blvd Ste 2 Shelby, NC 28152	18882xxxxx4	aab*@h****.com						18584	554929	19741	551152
H&R Block	515 N Duncan Byp Union, SC 29379	86442xxxx5	aab*@h****.com	4.8	60				18582	554924	19738	551147
Ameriprise Financial			ame****************@a*.com						9	651	14	648
Falfurrias Capital Partners	100 N Tryon St #4100, Charlotte, NC 28202	70437xxxx0	aco***@f**************.com	5	1
TriCapital Wealth Management	Three South Executive Park, 6115 Park S Dr Suite 330, Charlotte, NC 28210	70457xxxx8	adm*@t************.com							213	3	216
Southeast Consulting, Inc.	212 S Tryon St #925, Charlotte, NC 28281	70433xxxx0	inf@s*****************.com
Fifth Third Private Bank - Manuel Rey	201 N Tryon St, Charlotte, NC 28202	70480xxxx9
Edward Jones - Financial Advisor: Keith Nowokunski, CEPA®	6100 Fairview Rd Ste 103, Charlotte, NC 28210	70455xxxx1	a.j*******@e********.com
Elliott Davis LLC	500 E Morehead St #700, Charlotte, NC 28202	70433xxxx1	aal*******@e*********.com	5	5
Edward Jones - Financial Advisor: Kevin P Lewis, CFP®	1800 Central Ave Suite 204, Charlotte, NC 28205	70433xxxx3	a.j*******@e********.com						22	81454		91198
Merrill Lynch Financial Advisor Eric M Fitch	620 S Tryon St, Charlotte, NC 28202	70433xxxx3	bri**********@b*.com
Merrill Lynch Financial Advisor Jon Currence	620 S Tryon St, Charlotte, NC 28202	70433xxxx2	ale********@m.com
Stephen A Sweet - Financial Advisor, Ameriprise Financial Services, LLC	10130 Mallard Creek Rd Ste 300, Charlotte, NC 28262	70450xxxx4
Merrill Lynch Financial Advisor Robert F Kleiderlein	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx6
H&R Block	313 S Center St Statesville, NC 28677	70487xxxx6	aab*@h****.com	4.5	163				18609	554944	17791	551121
H&R Block	20619 Torrence Chapel Rd 115 Ste 115 Cornelius, NC 28031	18004xxxxx5	aab*@h****.com	4.2	59	1	4		18521	554621	20257	552311
Fifth Third Private Bank - Ronald Luttrell	201 N Tryon St, Charlotte, NC 28202	70480xxxx1
U.S. Small Business Administration - Charlotte	6302 Fairview Rd STE 300, Charlotte, NC 28210	70434xxxx3	a.j*******@s.gov	1.6	7
Elevated Financial & Tax	8832 Blakeney Professional Dr STE 301, Charlotte, NC 28277	98094xxxx1	myt*@e*******.com	5	7
Merrill Lynch Financial Advisor Cleo Kontoulas	6000 Fairview Rd, Charlotte, NC 28210	70470xxxx2	ale********@m.com
Financial Staton	6525 Morrison Blvd, Charlotte, NC 28211	70444xxxx1
JHG Financial Advisors	2616 Fort St, Charlotte, NC 28205	70453xxxx3	ber*******@j*********.com
MAI Capital Management	6101 Carnegie Blvd Suite 360, Charlotte, NC 28209	70454xxxx0	aar@m.capital
jhh wealth, llc	112 S Tryon St Suite 1220, Charlotte, NC 28284	70433xxxx2
Mel Jackson Income Tax Service	10837 Mount Holly Rd Ste 1 Charlotte, NC 28214	70437xxxx9	mma***@m*******.com		67	2.5	3
Credit Financial Group LLC	3720 N Tryon St, Charlotte, NC 28206	98087xxxx4
Edward Jones - Financial Advisor: Katie Tan, AAMS™	10715 Sikes Pl Suite 110, Charlotte, NC 28277	70455xxxx3	a.j*******@e********.com						22	81454		91197
Tess Gregory Morris - Financial Advisor, Ameriprise Financial Services	6100 Fairview Rd Ste 1105, Charlotte, NC 28210	70455xxxx0	dns***@a*.com
Lodestar Taxes	301 S McDowell St Suite 604, Charlotte, NC 28204	70498xxxx2	inf@l***********.com	5	1			5	13
Karen Kennedy - Primerica	19600 W Catawba Ave Ste A-102 Cornelius, NC 28031	70488xxxx4	aap***@p******.com	3	2					145259	3716
Hayden Harper Advisory	828 East Blvd, Charlotte, NC 28203	70434xxxx7	ash***@h*********.com	5	2
AIO Fee Only Financial Advisors	10926 David Taylor Dr STE 120, Charlotte, NC 28262	70498xxxx0	ale@a**********.com							370	31
Copeley Capital	101 S Tryon St, Charlotte, NC 28280	70440xxxx0	bko@c***********.com
Smith, William, CFP	620 S Tryon St, Charlotte, NC 28202	70433xxxx7	ale********@m.com
Merrill Lynch Financial Advisor James David Jones	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx3	ale********@m.com
Edward Jones - Financial Advisor: Julie Thomas	8430 Rea Rd Suite 130, Charlotte, NC 28277	70454xxxx4	a.j*******@e********.com							83524
H&R Block	118 S Hwy 16 Business Denver, NC 28037	80023xxxx0	aab*@h****.com	4.7	88	1.5	2		18530	554731	20156	552377
Morgan Stanley Wealth Management	6101 Carnegie Blvd, Charlotte, NC 28209	70457xxxx0	aal*****@m**********.com						61	110191	2966	125127
Progressive Financial Solutions	3020 Prosperity Church Rd, Charlotte, NC 28269	80060xxxx0	inf*******@u*****.com	3.8	92			4.7	12	129	116	131
P A B Consulting Inc	Charlotte, NC	70469xxxx9
Crown Wealth Group	2108 South Blvd Suite 300, Charlotte, NC 28203	70436xxxx5	amy****@c*************.com
Ubs	6337 Morrison Blvd, Charlotte, NC 28211	70436xxxx9
Commercial Credit Group Inc	525 N Tryon St Suite 1000, Charlotte, NC 28202	70473xxxx1	aad*@c******************.com	3.4	5
Step By Step Adoption Consultants	Serving theCharlotte Area	70453xxxx1
Merrill Lynch Financial Advisor Henderson W Dawson	620 S Tryon St, Charlotte, NC 28202	70433xxxx9	ale********@m.com
Emerald Financial Group	6000 Fairview Rd Suite 1425, Charlotte, NC 28210	70436xxxx6	hfu******@m***************.com	5	1					120
Edward Jones - Financial Advisor: Afya Gabriel	8133 Ardrey Kell Rd Ste 105, Charlotte, NC 28277	70470xxxx5	and*****@c***********.ca
Edward Jones - Financial Advisor: Todd M Gorden, AAMS™	2100 Crescent Ave Suite 150, Charlotte, NC 28207	98094xxxx1	a.j*******@e********.com
Edward Jones - Financial Advisor: Zach Wagner, CFA®\|AAMS™	7818 Fairview Rd, Charlotte, NC 28226		a.j*******@e********.com							83525		91198
Merrill Lynch Financial Advisor Brent Cline	620 S Tryon St, Charlotte, NC 28202	70433xxxx3	bri**********@b*.com
Edward Jones - Financial Advisor: Bobby Legg	905 N Main St Lancaster, SC 29720	80328xxxx5	a.j*******@e********.com	5	2				22	81454		91199
Walker and Associates - Ameriprise Financial Services, LLC	3125 Springbank Ln h, Charlotte, NC 28226	70454xxxx6
Merrill Lynch Financial Advisor Brenda Hartman Millard	620 S Tryon St, Charlotte, NC 28202	70433xxxx5	bro********@m.com
Merrill Lynch Financial Advisor Charles C King	620 S Tryon St, Charlotte, NC 28202	70433xxxx3	bri**********@b*.com
Brooke Stephens - RBC Wealth Management Financial Advisor	6000 Fairview Rd Suite 500, Charlotte, NC 28210	70426xxxx4	wms********@r.com							14777		16000
Redwood Wealth Management, LLC	6000 Fairview Rd #1200, Charlotte, NC 28210	70455xxxx5	dpr***@r**********.com
NorthStar Capital Advisors	521 East Blvd, Charlotte, NC 28203	70435xxxx8	dat***************@i**.de							129		131
Fifth Third Private Bank - Lauren Herrmann	201 N Tryon St, Charlotte, NC 28202	70426xxxx9
Mrj Investments Alarm Lines	8712 Arbor Creek Dr, Charlotte, NC 28269	70487xxxx9
Rankin Nimocks	128 S Tryon St, Charlotte, NC 28202	70433xxxx4	fcb****@f**********.com							11354
Josh Garbert - Financial Advisor, Ameriprise Financial Services, LLC	3125 Springbank Ln h, Charlotte, NC 28226	70454xxxx3	gre***********@a*.com
James Financial Solutions	7520 E Independence Blvd ste 180, Charlotte, NC 28227	98024xxxx4
Natasha Monroe Dgn Financial Advisor	1616 N Graham St, Charlotte, NC 28206	70437xxxx0
The Grady Group	106 Oakley Ave Ste 200, Pineville, NC 28134	84447xxxx7	bre**@g**********.com	4.6	35
Primerica	6135 Park South Dr Ste 510, Charlotte, NC 28210	70453xxxx2	a.-*****************@p******.com							146630	4002	149089
Moretz Wealth Management LLC	181 North Main Street, #208, Mooresville, NC 28115	70423xxxx9	dms****@m*******************.com	4	4
Peace Advisors		84438xxxx8
North American Financial Holdings	4725 Piedmont Row Dr Ste 600, Charlotte, NC 28210	70455xxxx9	aar**********@a***.com	5	5					2581
Joshua Patterson - Financial Advisor, Ameriprise Financial Services, LLC	4521 Sharon Rd Ste 300, Charlotte, NC 28211	70491xxxx1	dns***@a*.com
Fidelity Investments	5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277	83399xxxx9		4.7
Asset Management Consultants, Inc.	13850 Ballantyne Corporate Pl, Charlotte, NC 28226	70488xxxx9	sco*@a****.net
Tax Service Bpa	6201 Bridgeport Dr, Charlotte, NC 28215	98021xxxx7	cha****@b*****.com					4.9	260	1542	64	1510
Ted Highsmith - Raymond James	1213 W Morehead St Ste 400, Charlotte, NC 28208	70498xxxx2	aar**********@r*********.com
Impact Financial Planners	10926 David Taylor Dr STE 120, Charlotte, NC 28262	70498xxxx0	arg****@i********************.com					5	13	105	4
Tiaa	101 S Tryon St, Charlotte, NC 28280	64685xxxx0	a.-***@t*.org						12	90633	473	91855
Webtax	2914 Mount Holly Huntersville Rd Ste D Charlotte, NC 28214	70429xxxx5	web***@d*.net
H&R Block	2909 Freedom Dr Ste 2 Charlotte, NC 28208	70439xxxx6	aab*@h****.com	4.7	91					554941	17786	551119
DEC Associates Inc	2133 Southend Dr # 306, Charlotte, NC 28203	70433xxxx8
Fifth Third Private Bank - William Rhodarmer	201 N Tryon St, Charlotte, NC 28202	70468xxxx6
UT Financial Services	10130 Perimeter Pkwy #200, Charlotte, NC 28216	87721xxxx1	aut*@u*******************.com
Catalyst Financial Group - Ameriprise Financial Services, LLC	4500 Cameron Valley Pkwy Ste 250, Charlotte, NC 28211	70454xxxx0	cat*****************@a*.com							133	2	136
Doyle, Christopher	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx4	ale********@m.com
Credit Firm	705 Main St Pineville, NC 28134	70477xxxx4	der***********@g**.com			1	1
Merrill Lynch Financial Advisor Thomas David Thalman	620 S Tryon St, Charlotte, NC 28202	70433xxxx7	bri**********@b*.com
The BDM Group of BB&T Scott & Stringfellow	200 S College St STE 750, Charlotte, NC 28202	70449xxxx2
H&R Block	102 N Statesville Rd Ste B8 Huntersville, NC 28078	17049xxxxx0	aab*@h****.com	4.5	129				18526	554699	20190	552363
ABIDING WEALTH ADVISORS, LLC Charlotte, NC Headquarters OSJ	10815 Sikes Pl STE 320, Charlotte, NC 28277	80081xxxx1	dav@a******************.com
W Roger Purgason - Financial Advisor, Ameriprise Financial Services, LLC	6100 Fairview Rd #1105, Charlotte, NC 28210	70455xxxx0
Merrill Lynch Financial Advisor Tawa Saune	620 S Tryon St, Charlotte, NC 28202	70433xxxx4	bri**********@b*.com
Mercer Advisors Wealth Management	6201 Fairview Rd Suite 200, Charlotte, NC 28210	57164xxxx1	aar******@m***********.com
Gene Allen, CFP, MBA - GrandView Advisors of Raymond James	6805 Carnegie Blvd Ste 350, Charlotte, NC 28211	70444xxxx1	tho*******@r*********.com
HPL + Associates Planning and Wealth Management of Raymond James	6805 Morrison Blvd, Charlotte, NC 28211	70444xxxx2	aar**********@r*********.com
Fifth Third Private Bank - Matthew Wedding	201 N Tryon St, Charlotte, NC 28202	70480xxxx2
APR Financial Group	6135 Park S Dr #510, Charlotte, NC 28203	70474xxxx6
U.S. Bank – Wealth Management Banker: Bowdee Nolin	4525 Sharon Rd, Charlotte, NC 28211	70496xxxx2	aar**********@u***.com							341267	3977	343833
Edward Jones - Financial Advisor: Mike Schmidt, CFP®\|AAMS™\|CRPC™	1441 Heather Ln B, Charlotte, NC 28209	70456xxxx1	a.j*******@e********.com	5	2
Valta Inc	2709 Water Ridge Pkwy, Charlotte, NC 28217	70435xxxx8	abe@s**.com
Bayview Financial	1001 Morehead Square Dr, Charlotte, NC 28203	70437xxxx2	3d@b*******************.com
Harrington Credit Pros	2922 Wicklow Pl Charlotte, NC 28205	70493xxxx3			7
Bookkeeping Basics Financial Services Inc	2121 Commonwealth Ave Ste 210, Charlotte, NC 28205	70433xxxx9	inf@b****************.net							13
H&R Block	833 W Main St Valdese, NC 28690	82887xxxx0	aab*@h****.com	4.8	40				18605	554840	17312	551001
Reconciled	222 S Church St c/o, Packard Place, Charlotte, NC 28202	70449xxxx5	adm@r*******.com	5	7					2929	25	2900
NVision Credit Consulting	7014 Smith Corners Blvd Charlotte, NC 28269	87752xxxx0
Merit Financial Advisors, LLC	4235 S Stream Blvd Suite 100, Charlotte, NC 28217	70435xxxx0	ada@m********************.com	5	1
Beacon Pointe Advisors	5960 Fairview Rd UNIT 400, Charlotte, NC 28210	70436xxxx7
Merrill Lynch Financial Advisor Bri W. Tysinger	620 S Tryon St, Charlotte, NC 28202	70433xxxx5	bro********@m.com
Byers Consulting Group	Gastonia, NC 28054	70498xxxx6
Fifth Third Private Bank - Olufemi Lamikanra	201 N Tryon St, Charlotte, NC 28202	70468xxxx6
Merrill Lynch Financial Advisor Brian J O'Regan	620 S Tryon St, Charlotte, NC 28202	70433xxxx0	bri********@m.com
Ronald Blue Trust	10706 Sikes Pl Ste 175 Charlotte, NC 28277	70475xxxx0	aar******@r****.com							91	8
Gurley, David, AGT	150 N College St, Charlotte, NC 28202	70433xxxx5	ale********@m.com
H&R Block	9229 Lawyers Rd Ste D Mint Hill, NC 28227	17045xxxxx3	aab*@h****.com	4.6	70				18524	554655	20246	552338
Better Life Consulting	9716 Rea Rd Ste B Charlotte, NC 28277	70493xxxx5		4.4	33
Diedrich D Oglesbee CFP CP Cpfa-Merrill Lynch	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx1	ale********@m.com
LB&J Certified Public Accountants	5936 Monroe Rd, Charlotte, NC 28212	70476xxxx9	Cor******@L***.com	4.9	74
Konate Group Corp	112 S Tryon St Ste 1600 Charlotte, NC 28202	70459xxxx0		5	3
Rankin Wealth Management - UBS Financial Services Inc.	6100 Fairview Rd Ste 900, Charlotte, NC 28210	70436xxxx7	ade*******@u.com
Ameriprise Financial	214 N Tryon St, Charlotte, NC 28202	70433xxxx9
AIG Advisor Group	6100 Fairview Rd Ste 1202, Charlotte, NC 28210	98020xxxx8	aar**********@a.com						1007	332980		339894
Scott \| Asset Management Consultants	15720 Brixham Hill Ave Ste 300 Charlotte, SC 28277	70488xxxx9	sco*@a****.net
Merrill Lynch Financial Advisor Douglas E LaBrosse	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx8	bri**********@b*.com
Mallard Creek Capital Partners	101 S Tryon St, Charlotte, NC 28280	70433xxxx4
Capital Wealth Advisors	4201 Congress St #140, Charlotte, NC 28209	70493xxxx0	bi@c******************.com	5	1							92
H&R Block	2930 E Franklin Blvd Ste 38 Gastonia, NC 28056	18882xxxxx4	aab*@h****.com	4.7	95				18584	554929	19741	551152
Merrill Lynch Financial Advisor Stephen Thomas Burgess	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx0
P
Charles Schwab	4529 Sharon Rd, Charlotte, NC 28211	70477xxxx6	nam@e*****.com
Fiduciary Analytics Consulting Services	8008 Corporate Center Dr Ste 150, Charlotte, NC 28226	88853xxxx4	ema@f***.com	3.7	3					4367	708
Nexity Financial Services	5821 Fairview Rd, Charlotte, NC 28209	70455xxxx3	aar*****@f*********.com						16	7063	255	7566
Bill McDonald - Financial Advisor, Ameriprise Financial Services, LLC	13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277	70491xxxx9	bil********@a*.com
JPFG Wealth Managment	801 E Morehead St Ste 305, Charlotte, NC 28202	70467xxxx0	cha@j******************.com
M&A Financing Services L.L.C		25239xxxx5	inf@m*****************.com	5	9
Voya Investment	1805 Center Park Dr, Charlotte, NC 28217	70432xxxx9	a.j*******@e********.com						22	82197		92167
Tommy Truman - Financial Advisor, Ameriprise Financial Services	4521 Sharon Rd Ste 300, Charlotte, NC 28211	70491xxxx9	ann******@a*.com							569
IPX1031: Whitney Brennan	200 S Tryon St Suite 800, Charlotte, NC 28202	91680xxxx8	a.c@i******.com							1178
Charlotte Wealth Group	10130 Mallard Creek Rd Suite 300, Charlotte, NC 28262	98033xxxx8
Derby Jennie Agt	6235 Morrison Blvd, Charlotte, NC 28211	70444xxxx0	lif***************@n.com							41
Nfa Tax Help	Serving theCharlotte Area	70433xxxx1
Asset Wise Financial	5960 Fairview Rd suite 100-b, Charlotte, NC 28210	88865xxxx7	edw*@a***************.com
Edge Capital Group	200 S College St Suite 1520, Charlotte, NC 28202	70497xxxx0	abr*@e************.com
Wells Fargo Advisors	401 S Tryon St Fl 2, Charlotte, NC 28202	70437xxxx7	a-p***********@w***************.com		17					189250		190445
Cygnus Asset Management, LLC	6805 Carnegie Blvd # 380, Charlotte, NC 28211	70492xxxx0	cli********@c*****.com	3.7	3
Raymond James	5935 Carnegie Blvd Suite 300, Charlotte, NC 28209	70464xxxx3	aar**********@r*********.com							17181		18637
Black Rock Inc	201 S College St # 1400, Charlotte, NC 28244	70492xxxx0	can****@s****.oleeo	1	1
Park National Bank: Charlotte Office	1111 Metropolitan Ave Ste 100, Charlotte, NC 28204	70494xxxx0	aab*@p*************.com	4.6	20			3.8	12	338	135	395
Candace Cline - UBS Financial Services Inc.	6100 Fairview Rd Suite 900, Charlotte, NC 28210	70436xxxx1	ade******@u.com
General Financial Agency Inc		70437xxxx3
Capgemini Financial Services	201 S College St, Charlotte, NC 28244	70435xxxx0	3d@c********.com	4	1					114878	1319	120198
Moe Tee Investments	4801 E Independence Blvd, Charlotte, NC 28212	70492xxxx3
Legacy First Financial Group	8514 Mcalpine Park Dr, Charlotte, NC 28211	70484xxxx0	3d@**w.yourlegacyfirst
Woolard Financial Advisors	520 Mcninch St, Charlotte, NC 28202	70433xxxx0	3d@w***********************.com
Focused Wealth, LLC (Previously Dot Yandle Financial Services)	8037 Corporate Center Dr #300, Charlotte, NC 28226	70454xxxx0		5
Ronald Blue Trust \| Charlotte Financial Advisors	10706 Sikes Pl #175, Charlotte, NC 28277	70475xxxx0	aar******@r****.com
Edward Jones - Financial Advisor: Gary Chmielewski, CFP®	9651 Brookdale Dr Suite 200, Charlotte, NC 28215	70450xxxx6	a.j*******@e********.com						22	79997		89308
H&R Block	9739 Northlake Centre Pkwy Bldg G Ste Charlotte, NC 28216	70450xxxx8	aab*@h****.com	4.6	93	1	1		18609	554941	17792	551119
Battle Garman Financial Group-Ameriprise Financial	6100 Fairview Rd, Charlotte, NC 28210	70455xxxx0	3d@**w.ameriprise							131979		134077
H&R Block	2505 Springs Rd NE Hickory, NC 28601	82825xxxx1	aab*@h****.com	4.6	107	2.5	3		18605	554834	17305	550993
Barry Evans Josephs & Snipes	1100 Kenilworth Ave, Charlotte, NC 28204	70433xxxx8	apr******@b*.com
Gorelick Brothers Capital	6836 Morrison Blvd, Charlotte, NC 28211	70444xxxx4	ahe***@g*************.com		5
Fairview Financial	4421 Kindletree Rd, Charlotte, NC 28210	70467xxxx4	pj@f****************.com
Stash Wealth	1230 W Morehead St Suite 106, Charlotte, NC 28208	21291xxxx4	and*@s********.com	5	13
A&J Tax Pros	Mooresville, NC 28115	88844xxxx9	ajt****@g**.com	5	8	3	2
Alumina Investment Management	128 S Tryon St Ste 1570, Charlotte, NC 28202	70494xxxx2
Bret Urbanski - Financial Advisor, Ameriprise Financial Services, LLC	4521 Sharon Rd Ste 300, Charlotte, NC 28211	70491xxxx5	ann******@a*.com
Jarus CLU Hedstrom Cfp	4201 Congress St, Charlotte, NC 28209	70455xxxx6
Hunton Andrews Kurth LLP	101 S Tryon St #3500, Charlotte, NC 28280	70437xxxx0	aca*@h*****.com
Threadridge Investment Partners	300 S Tryon St #1700, Charlotte, NC 28202	70450xxxx8
Flexible Benefit Administration
Frank's Tax Service	107 N Main St Salisbury, NC 28144	70463xxxx7	fts@f**************.com	5	2					74	19
Tiaa	401 Mccullough Dr, Charlotte, NC 28262	70498xxxx0	3d@t********.org						12	90664	468	91634
Tristate Financial Advisors	2125 Southend Dr Ste 350, Charlotte, NC 28203	70444xxxx8	bxx**@t*******.com	5	2				71	351	27	389
Katelyn Hand- State Farm Insurance Agent	2025 Ayrsley Town Blvd, Charlotte, NC 28273	70483xxxx0	cor**@m****.com	5	122			5	27	281	8
The McEntyre Group	401 N Tryon St 10th floor, Charlotte, NC 28202	70490xxxx7
Flournoy Financial Group	15720 Brixham Hill Ave Suite 300, Charlotte, NC 28277	98044xxxx8		5	2
First Southwest Co	5925 Carnegie Blvd Ste 104, Charlotte, NC 28209	70457xxxx0	aar************@h**************.com							306
Edward Jones - Financial Advisor: Seth Miller, CFP®	10800 Sikes Pl Ste 140, Charlotte, NC 28277	70454xxxx4	a.j*******@e********.com							83524		90121
Sterling Financial Group	119 S Trade St Ste 101, Matthews, NC 28105	70484xxxx0	dun*@s**.com							128
Ronald Blue Trust \| Charlotte Financial Advisors		70475xxxx0	a@r******.com
Kingfisher Capital	201 S College St #2250, Charlotte, NC 28244	70433xxxx0
Private Wealth Management \| U.S. Bank	7422 Carmel Executive Park Dr Suite 110, Charlotte, NC 28226	70440xxxx7	aar**********@u***.com							345438	5414	348000
Carolina Capital Consulting	521 E Morehead St #310, Charlotte, NC 28202	70454xxxx9
A P Accounting & Tax Svc	6103 Idlewild Rd, Charlotte, NC 28212	70456xxxx1
Daniel Hanvey - Financial Advisor, Ameriprise Financial Services, LLC	14120 Ballantyne Corporate Pl Ste 325, Charlotte, NC 28277	70446xxxx3
Dun & Bradstreet Inc	201 S College St, Charlotte, NC 28244	70437xxxx0		2.5
Robert Rich - Thrivent	4530 Park Rd Suite 109, Charlotte, NC 28209	70450xxxx7
Max McKinney \| Financial Planning	1205 S Tryon St Suite 1323, Charlotte, NC 28203	70444xxxx1
Merrill Lynch Wealth Management	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx0	bro********@m.com	3	4
Llewellyn Financial LLC		87058xxxx4	gab@l****************.com	5	4
Merrill Lynch Financial Advisor Felix von Uklanski	620 S Tryon St, Charlotte, NC 28202	70433xxxx7	ale********@m.com
Edward Jones - Financial Advisor: Steven Echenique, CFP®\|CFA®\|AAMS™	10715 Sikes Pl Suite 110, Charlotte, NC 28277	70420xxxx5	a.j*******@e********.com
Topsail Wealth Management	11215 N Community House Rd Suite 775, Charlotte, NC 28277	80021xxxx6
Adam Taff ChFC	5936 Monroe Rd, Charlotte, NC 28212	70476xxxx9	inf@l****.com	5	1					32
Michael Phillips - Private Wealth Advisor, Ameriprise Financial Services, LLC	4521 Sharon Rd Ste 300, Charlotte, NC 28211	70491xxxx1	che*********@a*.com
Alfred Gugliotta - Raymond James	16315 Northcross Dr, Huntersville, NC 28078	70489xxxx2	aar**********@r*********.com							17181		18634
Vaxa Capital Management	6201 Fairview Rd, Charlotte, NC 28210	70452xxxx2
Marx Wealth Management	6805 Carnegie Blvd #350, Charlotte, NC 28211	80024xxxx8
H&R Block	9020 Albemarle Rd Ste K Charlotte, NC 28227	70453xxxx7	aab*@h****.com	4.4	38				18609	554941	17792	551119
Ron Trotman-Merrill Lynch	150 N College St, Charlotte, NC 28202	70460xxxx9	ale********@m.com
Prosperi Wealth Consulting LLC	227 W 4th St #220, Charlotte, NC 28202	86699xxxx7	cry*********@p***********.com									91
H&R Block	5622 Independence Blvd Ste 130 Charlotte, NC 28212	70453xxxx8	aab*@h****.com	4.8	76				18609	554944	17791	551121
Rachel L Holzhauer PAC		70450xxxx4											3.5
Financial Strategies Consulting Inc.	1122 Sam Newell Rd Suite-105, Matthews, NC 28105	70490xxxx8		5
Edward Jones - Financial Advisor: Jason Loia, AAMS™	6210 Ardrey Kell Rd Suite 230, Charlotte, NC 28277	70432xxxx8	a.j*******@e********.com							83524
Hearn Financial Services	4815 Sentinel Post Rd, Charlotte, NC 28226	70454xxxx0
Consolidated Investment	Charlotte, NC 28211	70436xxxx7
Noble Rock Wealth Management - Ameriprise Financial Services, LLC	4500 Cameron Valley Pkwy Ste 250, Charlotte, NC 28211	70491xxxx4	jer*****************@a*.com							154		162
H&R Block	721 US Hwy 70 Ste B Hildebran, NC 28637	82839xxxx8	aab*@h****.com	4.8	98				18605	554840	17312	551001
Michael A Thompson	6000 Fairview Rd, Charlotte, NC 28210	70455xxxx2
Tiaa	9115 Harris Corners Pkwy, Charlotte, NC 28269	21249xxxx0	aan***@t******.org						12	90664	468	91634
Couchell Investments	6179 E Independence Blvd, Charlotte, NC 28212	70453xxxx0		5	2
Dubose, Paul	112 S Tryon St, Charlotte, NC 28284	70430xxxx0	a**00@a*****.com
Davenport & Co LLC	101 N Tryon St, Charlotte, NC 28246	70437xxxx0	dav**********@i************.com							1210	76	1200
Merrill Lynch Financial Advisor Jennifer Sperry	6000 Fairview Rd, Charlotte, NC 28210	70470xxxx5	ale********@m.com
Structure Financial Planning	307 W Trade St, Charlotte, NC 28202	70441xxxx1		5	1
Queen City Financial Solutions Inc	3301 Freedom Dr, Charlotte, NC 28208	70439xxxx0
Lpl Financial	2400 Executive St, Charlotte, NC 28208	44066xxxx6	3d@**w.lpl							19871	200	21155
H&R Block	9789 Charlotte Hwy Ste 700 Indian Land, SC 29707	80354xxxx3	aab*@h****.com	4.3	74				18561	554982	19838	552464
Mpower Investment Properties	12508 Hunting Birds Ln, Charlotte, NC 28278	87759xxxx0
HF Financial	4350 Congress St UNIT 300, Charlotte, NC 28209	70455xxxx0
Tip Top Scores	101 N Tryon St Ste 112 Charlotte, NC 28246	13363xxxxx6	cre*@t*********.com	5	80					2359
H&R Block	813 Elliott Rd Richburg, SC 29729	80332xxxx7	aab*@h****.com	4.2	13				18605	554840	17311	551001
Gateway Wealth Management - UBS Financial Services Inc.	6100 Fairview Rd Suite 900, Charlotte, NC 28210	70436xxxx1
R R Donnelley	5435 77 Center Dr, Charlotte, NC 28217	70452xxxx3	a.m*****@r********.com	4	4
First Command Financial Advisor - Eileen Perrin	5821 Fairview Rd Ste 207, Charlotte, NC 28209	70424xxxx9	abe*@f*********.com							85
Edward Jones - Financial Advisor: Dan Hollins		98085xxxx0	acc********@e********.com							83525
Rink & Robinson	340 9th Ave Dr NE Hickory, NC 28601	82832xxxx3	bra**@m*****.com	4	12	1	1
Merrill Lynch Financial Advisor Clarence Young	6000 Fairview Rd, Charlotte, NC 28210	70470xxxx0	bri**********@b*.com
MMCL Wealth Advisors	2315 W Arbors Dr STE 205, Charlotte, NC 28262	70471xxxx6	mic******@l.com
Bob Wiener Professional Programs	17113 Courtside Landing Dr Cornelius, NC 28031	70423xxxx1
Merrill Lynch & Co Inc	100 N Tryon St # 3600, Charlotte, NC 28202	80063xxxx5	3d@m*.com
Northwestern Mutual Financial	9115 Harris Corners Pkwy, Charlotte, NC 28269	70449xxxx0	3d@**w.nmfn							105808	16152	106886
Rogers, Michael, CFP	620 S Tryon St, Charlotte, NC 28202	70433xxxx2	ale********@m.com
Blackbridge Financial	11215 N Community House Rd Ste 775, Charlotte, NC 28277	70449xxxx7	ale*@b*******.com
RBC Wealth Management Branch - Charlotte	6000 Fairview Rd Suite 500, Charlotte, NC 28210	70426xxxx0		4.4	7
H&R Block	1615 W Floyd Baker Blvd Gaffney, SC 29341	86448xxxx0	aab*@h****.com	4.9	205				18582	554924	19738	551147
Continuum Financial Solutions	7930 W Kenton Cir Ste 260 Huntersville, NC 28078	31770xxxx6
BGW CPA, PLLC	1616 Camden Rd Suite 510, Charlotte, NC 28203	70455xxxx3	ada@t******.com	4.3	6			5	15	232	19
Providence Capital Advisors	4500 Cameron Valley Pkwy #270, Charlotte, NC 28211	70421xxxx0	inf@p********.com
Lavoie CPA	112 S Tryon St Suite 800, Charlotte, NC 28284	70464xxxx5	apa@l*******.com	5	1
Raymond James Financial Services	15720 Brixham Hill Ave Ste 204, Charlotte, NC 28277	70475xxxx9	aar**********@r*********.com							17009		18637
Jake Garman - Private Wealth Advisor, Ameriprise Financial Services, LLC	6100 Fairview Rd Ste 1105, Charlotte, NC 28210	70455xxxx0	jak********@a*.com	5	1					41
Fifth Third Private Bank - Caren Bruton	201 N Tryon St, Charlotte, NC 28202	70480xxxx6		5	1
Sebonic Financial	3701 Arco Corporate Dr, Charlotte, NC 28273	85556xxxx4	3d@**w.sebonic	4.5	600					12773	55
Ga Investment Group	6701 N Tryon St, Charlotte, NC 28213	70459xxxx2	aho@g**.com	4.4	9
The Langtree Group	331 Alcove Rd Ste 300 Mooresville, NC 28117	70474xxxx8	baf***************************@s***.wixpress							1759	635
Building Blocks Financial Group	PO Box 41362, Charlotte, NC 28290	88821xxxx0	inf@b**************.com	5	6			5	17	262	3	265
Fedyshyn CPA Group	800 S Lafayette St Shelby, NC 28150	70443xxxx6	sco@c*********.com	3.8	4
GPS Capital Markets, Charlotte	1300 Baxter St, Charlotte, NC 28204	98023xxxx9
Karen T McCanless - Financial Advisor, Ameriprise Financial Services, LLC	4521 Sharon Rd Ste 300, Charlotte, NC 28211	70491xxxx3	col*********@a*.com
Linda Coad CPA, PA	1612 Kenilworth Ave, Charlotte, NC 28203	70434xxxx3	lin@l*********.com	5	1
TillotsonKenefick	One Wells Fargo Center, 301 S College St, Charlotte, NC 28202	70434xxxx8
Trivium Asset Partners	7245 Pineville Matthews Rd, Charlotte, NC 28226	70475xxxx2
NewtonWealthManagement	10800 Sikes Pl #215, Charlotte, NC 28277	70455xxxx9	dat***************@i**.de	5	51
H&R Block	735 E Dixon Blvd Shelby, NC 28152	18882xxxxx4	aab*@h****.com	4.6	144				18584	554929	19741	551152
Robison Investments	521 E Morehead St Ste 550, Charlotte, NC 28202	70433xxxx0	3d@m*****************.com
Nagy, David	6000 Fairview Rd, Charlotte, NC 28210	70480xxxx6	ale********@m.com
Blue Financial	5970 Fairview Rd Suite 712, Charlotte, NC 28210	70430xxxx1		5	11
Tyler Corey	128 S Tryon St Ste 300, Charlotte, NC 28202	70433xxxx2	abc*@f**********.com							11720
First Horizon Bank	2432 McKee Rd, Charlotte, NC 28270	70481xxxx0		4.3	11
Miller Wealth Management - UBS Financial Services Inc.	13024 Ballantyne Corporate Pl Suite 650, Charlotte, NC 28277	70434xxxx9	ben*****************@u.com
Blue Cardinal Wealth Solutions - Ameriprise Financial Services, LLC	13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277	70497xxxx7	ann******@a*.com
Merrill Lynch Financial Advisor Brian A Roland	620 S Tryon St, Charlotte, NC 28202	70433xxxx6	ale********@m.com
Moorhead Nicolini CPA	210 S Granard St Gaffney, SC 29341	86448xxxx6	inf@m**************.com					4.8	12
Merrill Lynch Financial Advisor John T Parker	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx6	ale********@m.com
Quality Tax Ex	7950 Nations Ford Rd Ste 9, Charlotte, NC 28217	70491xxxx9		5	5
Merrill Lynch Financial Advisor Keith S Johnson	620 S Tryon St, Charlotte, NC 28202	70433xxxx7	bri**********@b*.com
Capitol Financial Solutions	13777 Ballantyne Corporate Pl #550, Charlotte, NC 28277	70464xxxx8	aho**@c**.com	3	2					273	2
Capstone Advisors	101 N Tryon St Suite 112, Charlotte, NC 28246	26020xxxx8	inf@l************.com
Merrill Lynch Financial Advisor Jason M Beckert	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx2	ale********@m.com
Vintage Wealth Management Group	129 W Trade St Ste. 1640, Charlotte, NC 28202	70471xxxx5
Bank of America Private Client Advisor Jennifer J Winstel	620 S Tryon St, Charlotte, NC 28202	98038xxxx3
Alice Joyce	150 Providence Rd, Charlotte, NC 28207	98037xxxx3	abc*@t******.com							5323	332	6144
Cornerstone Wealth Planning	7810 Ballantyne Commons Pkwy Suite 200, Charlotte, NC 28277	70484xxxx3		5
Allen Wealth Advisors	5935 Carnegie Blvd UNIT 300, Charlotte, NC 28209	70464xxxx3	aar**********@r*********.com							17179
Modera Wealth Management - Charlotte Fairview Rd	6700 Fairview Rd #360, Charlotte, NC 28210	70433xxxx4	aar******@m*********.com
Merrill Lynch Financial Advisor Sabrina L Brathwaite	6000 Fairview Rd, Charlotte, NC 28210	70470xxxx7	ale********@m.com
Edward Jones - Financial Advisor: Lucas U Decker	2115 Southend Dr Suite 102, Charlotte, NC 28203	70433xxxx7	a.j*******@e********.com	5					22	79997		89308
NTT DATA Consulting	212 S Tryon St, Charlotte, NC 28281	70493xxxx0	ntt**********@n****.com	3.7	6					84239	1521	85095
TIAA Financial Services	3426 Toringdon Way Ste 102 Charlotte, NC 28277	18008xxxxx2	ama****@t*.org						12	90699	480	91951
Wells Fargo Advisors	15801 Brixham Hill Ave Ste 100, Charlotte, NC 28277	70434xxxx1	3d@h***.wellsfargoadvisors	5	3					189174		190445
1 2 3 Credit & Debt Counseling Service	Serving theCharlotte Area	70433xxxx4	a@k*******.org
H&R Block	1774-A Roosevelt Blvd W Monroe, NC 28110	70428xxxx7	aab*@h****.com	4.7	189	1	1			554941	17786	551119
Waterhouse Securities Inc	227 W Trade St, Charlotte, NC 28202	80093xxxx8
Charles Beatty - Thrivent	4530 Park Rd Ste 109, Charlotte, NC 28209	70452xxxx7	bil***************@t*****.com	5	3					411	29
Clear View Wealth	6805 Morrison Blvd, Charlotte, NC 28211	70483xxxx7	che*@c****************.com		3
VRP Global Finance	13850 Ballantyne Corporate Pl, Charlotte, NC 28277	70460xxxx0	jer@v******.com
Edward Jones - Financial Advisor: Sean V Martin, CFP®	14825 Ballantyne Village Way Suite 240-9, Charlotte, NC 28277	70454xxxx5	a.j*******@e********.com						22	81460		91206
Brian Moldenhauer - Financial Advisor, Ameriprise Financial Services, LLC	6100 Fairview Rd Ste 1105, Charlotte, NC 28210	70455xxxx0
Endeavor Wealth Management Llc	1325 Myrtle Ave, Charlotte, Nc 28203-4541	70473xxxx6
Merrill Lynch Financial Advisor Donald M Hellman	620 S Tryon St, Charlotte, NC 28202	70433xxxx0	bri**********@b*.com
Clearview Wealth Management	6836 Carnegie Blvd #200, Charlotte, NC 28211	70483xxxx7		5
Wells Fargo Advisors	6805 Morrison Blvd Ste 490, Charlotte, NC 28211	70492xxxx0	&.m**@w***************.com							189174		190445
Wealth Plan Financial Group	15720 Brixham Hill Ave Ste 575, Charlotte, NC 28277	70435xxxx9	aca**@w****************.com
Carroll Larry W Cfp Cmfc	4201 Congress St, Charlotte, NC 28209	70455xxxx6	agr**@c*************.com
Wells Fargo Advisors	200 S College St Ste 1520, Charlotte, NC 28202	70494xxxx0
Strategy First Financial	Serving theCharlotte Area	70430xxxx4
Craig Barry & Poston P.A. CPA	107 E Grover St Shelby, NC 28150	70448xxxx1	jcl*@n*********.com		2	5	1
JR Financial Consultants	125 Remount Rd Charlotte, NC 28203	98027xxxx7
Creative Planning	11325 N Community House Rd #125, Charlotte, NC 28277	86627xxxx8	a.j****@c*************.com	5	7					6159	81
W Mark Dillon Certified Financial Planner	4201 Congress St, Charlotte, NC 28209	70455xxxx6
Merrill Lynch Financial Advisor Matthew (Matt) Cain Branstrom	620 S Tryon St, Charlotte, NC 28202	70433xxxx4	bri**********@b*.com
H&R Block	239 Main St Fort Mill, SC 29715	80354xxxx5	aab*@h****.com	4	45	1	1		18605	554841	17313	551003
Forth Financial Group	11430 N Community House Rd, Charlotte, NC 28277	70455xxxx0	jer@f***********.com	5	1
H&R Block	4405 Old Monroe Rd Indian Trail, NC 28079	70482xxxx5	aab*@h****.com	4.9	120					554941	17786	551119
Allen Lockwood	128 N Tryon St, Charlotte, NC 28202	70433xxxx9	all*********@f**********.com	5	1					11719
Genesis Wealth Planning, LLC	6115 Park S Dr Suite 200, Charlotte, NC 28210	86459xxxx0	mic*********@c******.com
Gcg Wealth Management	9115 Harris Corners Pkwy, Charlotte, NC 28269	70437xxxx1	3d@**w.gcgwm	4.4	9
Baifi Consulting	Hickory, NC 28602	33626xxxx8
First Horizon Bank	6816 Morrison Blvd, Charlotte, NC 28211	70444xxxx0	aa@f***********.com	4	5					82621	665	80711
Fifth Third Private Bank - Trenton Whalen	201 N Tryon St, Charlotte, NC 28202	70468xxxx0
Richard Bean - Financial Advisor, Ameriprise Financial Services, LLC	13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277	70491xxxx9	car********@a*.com
Wedge Capital Management Inc	301 S College St Ste 2920, Charlotte, NC 28202	70433xxxx5	and********@p***********.com
H&R Block	4734 South Blvd Charlotte, NC 28217	70452xxxx5	aab*@h****.com	4.7	99				18576	555006	19745	551230
Goldman Sachs Personal Financial Management	831 E Morehead St Ste 350, Charlotte, NC 28202	70437xxxx5	gsp*******@g.com							10423		10906
Glen Archer - Raymond James	18141 W Catawba Ave, Cornelius, NC 28031	70465xxxx9	aar**********@r*********.com							17181		18634
Merrill Lynch Financial Advisor John J Brienza	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx7	bri**********@b*.com
Merrill Lynch Private Wealth Advisor Michael L. Rogers	620 S Tryon St, Charlotte, NC 28202	70433xxxx2	bro********@m.com
The Special Investigations Group	Mooresville, NC 28117	19805xxxxx1
Apex Business Consulting	136 Waxhaw Pkwy Ste E-113 Waxhaw, NC 28173	76322xxxx2	ape@a*************.com
One & Done Business Credit Consultants	181 Fairway Cir Rock Hill, SC 29730	80349xxxx1	j-d@r***.business
Jones Gregg Financial	10800 Sikes Pl Ste 350, Charlotte, NC 28277	70481xxxx0
Russell Mansfield - RBC Wealth Management Branch Director	6000 Fairview Rd Suite 500, Charlotte, NC 28210	70461xxxx5	wms********@r.com							14777		16000
Merrill Lynch Private Wealth Advisor Jim E Cantalupo	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx1	ale********@m.com
Davis Future Planning LLC	227 W 4th St, Charlotte, NC 28202	80023xxxx3	ebo@p******.com	4.7	40
Merrill Lynch Financial Advisor John R Newbanks	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx5	bri**********@b*.com
Principle Financial Group	1218 Green Oaks Ln, Charlotte, NC 28205	70456xxxx7
Merrill Lynch Financial Advisor Jack T Brawley	620 S Tryon St, Charlotte, NC 28202	70433xxxx5	ale********@m.com
Norkum Wealth Management	15720 Brixham Hill Ave suite 575, Charlotte, NC 28277	70489xxxx0
Plexus Capital	200 Providence Rd #103, Charlotte, NC 28207	91925xxxx1	abe@p******.com
Winget Benton Wealth Management Group by LPL Financial	6101 Carnegie Blvd Suite 200, Charlotte, NC 28209	98071xxxx5	al.****@l*********.com
Speedy Inventory LLC	101 N Tryon St Suite 600, Charlotte, NC 28246	98090xxxx8	aud**@s*************.com	5	11
Mc Serviceco	10800 Sikes Pl, Charlotte, NC 28277	70484xxxx7
Edelman Financial Engines	13860 Ballantyne Corporate Pl Suite 160, Charlotte, NC 28277	83375xxxx3	aar@e********************.com	2	1				37	18110	8	19294
Merrill Lynch Private Wealth Advisor Diedrich D Oglesbee Jr	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx1	ale********@m.com
The Patton Group	8145 Ardrey Kell Rd, Charlotte, NC 28277	70481xxxx9
Pensford Financial Group, LLC	1300 S Mint St Suite 410, Charlotte, NC 28203	70488xxxx0	ale*****@p**************.com
James Harmon-Allstate Personal	230 E W T Harris Blvd, Charlotte, NC 28262	70499xxxx7
Francis Financial Advisory Group	2315 W Arbors Dr, Charlotte, NC 28262	70493xxxx6
Southeast Investments NC Inc	820 Tyvola Rd # 104, Charlotte, NC 28217	70452xxxx3
U.S. Bancorp Investments - Financial Advisors: Anthony Folino	201 S Tryon St, Charlotte, NC 28202	98085xxxx6	aar**********@u***.com						346	339921	3784	342256
Itg Finance	Serving theCharlotte Area	70494xxxx7
Colville Capital	201 S College St #2770, Charlotte, NC 28244	70432xxxx0	ala****@c************.com
TIAA-CREF main campus	8500 Andrew Carnegie Blvd #4, Charlotte, NC 28262	87753xxxx0		4.9
The BDM Group	BB&T Center, The BDM Group, S College St STE 750, Charlotte, NC 28202	70449xxxx2	aag***@t***.com	5	2					355376		359000
Gina Moore - RBC Wealth Management Financial Advisor	6000 Fairview Rd Suite 500, Charlotte, NC 28210	70426xxxx2	rbc*******@r.com
Highland Capital Brokerage	15720 John J Delaney Dr, Charlotte, NC 28277	70434xxxx1			25
Fifth Third Private Bank - Todd Mortimer	201 N Tryon St #1800, Charlotte, NC 28202	70480xxxx9
Four Corners Capital Management	227 W Trade St # 1980, Charlotte, NC 28202	70437xxxx0
Merrill Lynch Financial Advisor Peter A Levinson	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx1	ale********@m.com
Hubbell Consulting	13850 Ballantyne Corporate Pl Ste 500 Charlotte, NC 28277	70488xxxx0	bhu***@h********.com
The Holloway Funding Group	Charlotte, NC 28269	85582xxxx9	3d@**w.gohfg					3.7	7	390
Jkorp Investments	1411 S Tryon St, Charlotte, NC 28203	98040xxxx0
Mecklenburg Accounting & Taxes Inc	4401 E Independence Blvd Ste 200, Charlotte, NC 28205	70456xxxx2	pea@a**************.com	3	2
Corporate Pension Advisers Inc	3522 Conway Ave, Charlotte, NC 28209	70452xxxx7
Thrivent Financial	4530 Park Rd UNIT 109, Charlotte, NC 28209	70452xxxx7	3d@l****.thrivent							411406		403267
H&R Block	720-5 Hwy 24-27 Byp E Albemarle, NC 28001	70498xxxx0	aab*@h****.com	4.6	115				18605	554840	17312	551001
Jared Smith - RBC Wealth Management Financial Advisor	6000 Fairview Rd Suite 500, Charlotte, NC 28210	70426xxxx8	wms********@r.com							12448		12152
FLUX Accounting and Financial Services	Union, SC 29379	86437xxxx1
Free Market Financial	16418 Doves Canyon Ln Charlotte, NC 28278	98089xxxx0	ell@f****************.net		2	2.5	5
H&R Block	12806 S Tryon St Ste 250 Charlotte, NC 28278	18775xxxxx1	aab*@h****.com	4.6	62	1.7	3		18520	554604	20261	552296
Edward Jones - Financial Advisor: Tom Higgins, AAMS™	305 N Caswell Rd, Charlotte, NC 28204	70434xxxx2	a.j*******@e********.com	5					22	80707		90121
DHG Corporate Finance	615 S College St Suite 700, Charlotte, NC 28202	70464xxxx9
David G. McClure - RBC Wealth Management Financial Advisor	6000 Fairview Rd Suite 500, Charlotte, NC 28210	70426xxxx8
Robert Half - Financial Services Staffing	201 S College St 15th Floor, Charlotte, NC 28244	70489xxxx4	abb******@r*******.com							101279	162	101130
Goppert Financial Corp	6135 Lakeview Rd, Charlotte, NC 28269	70459xxxx6
Merrill Lynch Private Wealth Advisor Suzanne G. Bledsoe	620 S Tryon St, Charlotte, NC 28202	70433xxxx6	bro********@m.com
Trade Street Advisors, LLC	121 W Trade St #3030, Charlotte, NC 28202	98085xxxx5	ada*@t****************.com
Chic Huber - RBC Wealth Management Financial Advisor	6000 Fairview Rd UNIT 500, Charlotte, NC 28210	70426xxxx2	wms********@r.com							12410		14000
Veriti Consulting LLC	409 East Blvd #1, Charlotte, NC 28203	70453xxxx0	ash*@t***************.com							45	4
Elbert Financial Consulting	3531 Foxridge Rd Charlotte, NC 28226	70475xxxx8
Bain's & Fitzgerald Investments	Charlotte, NC 28202	70455xxxx8
financial facelift inc	1100 McAlway Rd, Charlotte, NC 28211	70438xxxx1
Goldman Sachs PFM	831 E Morehead St # 350, Charlotte, NC 28202	70437xxxx5	gsp*******@g.com							10423		10916
Mt Vernon Asset Management LLC	1235 H E Blvd, Charlotte, NC 28203	70433xxxx3
Guardian Brokerage of the Carolinas	4201 Congress St, Charlotte, NC 28209	88878xxxx4
Cardoza Special Services	Charlotte, NC 28262
Dynasty Financial Consultants LLC	222 S Church St, Charlotte, NC 28202	70488xxxx6											3
Zande Residential Consulting	104 N Broad St Mooresville, NC 28115	70436xxxx0
CG Financial Services	7422 Carmel Executive Park Dr Suite 320, Charlotte, NC 28226	87780xxxx9	ada@m**********.com						1	320		332
North Point Investment Group	15720 Brixham Hill Ave, Charlotte, NC 28277	88860xxxx8	3d@**w.northpointinvestmentsgroup
The Finance Couple™		87754xxxx1
Lab Investments	11943 Ludwell Branch Ct, Charlotte, NC 28277	70454xxxx1
Finance - GOAT Financial Ninja	150 N College St 24th floor, Charlotte, NC 28255			5	1
Edward Jones - Financial Advisor: Dan Haller	11020 David Taylor Dr Ste 116, Charlotte, NC 28262	70454xxxx6	a.j*******@e********.com	5	1					135
Capital Investment Group	5950 Fairview Rd # 500B, Charlotte, NC 28210	70455xxxx5	ahm@c***********.com							457
Morgan Stanley	6805 Morrison Blvd Ste 400, Charlotte, NC 28211	70444xxxx0			7
Merrill Lynch Financial Advisor Stan Ciotoli	6000 Fairview Rd, Charlotte, NC 28210	70470xxxx8	ale********@m.com
Legacy First Financial Group, LLC	8604 Cliff Cameron Dr STE 187, Charlotte, NC 28269		con**@y************.com	5	1
Max McKinney \| Financial Planning		70444xxxx1	ark*************@n.com
Merrill Lynch Financial Advisor Chris Grady	620 S Tryon St, Charlotte, NC 28202	70433xxxx8	ale********@m.com
Investment	5300 Old Pineville Rd, Charlotte, NC 28217	70452xxxx0	ony********@n*****************.com	3.7	226			3.8	2187	16112	24937
Edward Jones - Financial Advisor: Seth Horton	9651 Brookdale Dr Suite 200, Charlotte, NC 28215	70490xxxx0	a.j*******@e********.com	5	4					83525
Edward Jones - Financial Advisor: Ben Bellury	11020 David Taylor Dr Ste 116, Charlotte, NC 28262	70454xxxx6	a.j*******@e********.com							83524		89308
Private Bank, Bank of America	620 S Tryon St, Charlotte, NC 28255	98038xxxx3		3	2
Merrill Lynch Private Wealth Advisor Diedrich D Oglesbee	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx1	ale********@m.com
Brookwood Associates Inc	121 W Trade St # 3000, Charlotte, NC 28202	70437xxxx9
Debt Adjusters	Charlotte, NC 28277	70484xxxx0
Merrill Lynch Financial Advisor Mikael Anderson	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx0	ale********@m.com
Paul E Brown CRPC CRPC-Merrill	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx8	ale********@m.com
Mariner Wealth Advisors	6000 Fairview Rd Ste 1200, Charlotte, NC 28210	98050xxxx2	aal***********@m******************.com
H&R Block	1255C Burkemont Ave Morganton, NC 28655	82843xxxx0	aab*@h****.com	4.7	152				18605	554840	17311	551001
Point B	121 W Trade St Suite 3050, Charlotte, NC 28202	98048xxxx0	aal*@p***.com							1623
MillenniuM Investment and Retirement Advisors, LLC	13850 Ballantyne Corporate Pl #500, Charlotte, NC 28277	70470xxxx9	jan*@f****.com
Rogers Consulting	2700 Coltsgate Rd Ste 201 Charlotte, NC 28211	70436xxxx2	tom@r**********************.com
Merrill Lynch Financial Advisor Robert J Frye	620 S Tryon St, Charlotte, NC 28202	70433xxxx8	ale********@m.com
Merrill Lynch Financial Advisor David J Cichan	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx2	ale********@m.com
TIAA Financial Services	8500 Andrew Carnegie Blvd, Charlotte, NC 28262	87753xxxx0		4.4	46
Merrill Lynch Financial Advisor Stephen F Nett	620 S Tryon St, Charlotte, NC 28202	70433xxxx6	ale********@m.com
Hartford Financial Service	10336 Southern Loop Blvd, Pineville, NC 28134	70458xxxx8
H&R Block	181 Gadsden St Chester, SC 29706	18882xxxxx4	aab*@h****.com	4.7	30				18584	554929	19741	551152
Strategic Wealth Designers	13146 Ballantyne Corporate Pl Suite 100, Charlotte, NC 28277	70481xxxx3	aar@s*****.com					4.9	77	4740	16	4900
Merrill Lynch Financial Advisor Deneen Wells	620 S Tryon St, Charlotte, NC 28202	70433xxxx6	bri**********@b*.com
Edward Jones - Financial Advisor: Glenn A Hines, CFP®	2935 Providence Rd Suite 203, Charlotte, NC 28211	70436xxxx7	acc********@e********.com
Epic Capital Wealth Management	6135 Park S Dr Ste 527, Charlotte, NC 28210	70455xxxx0	alo@e********.com	5	2					1908	2		5	13
Merrill Lynch Financial Advisor Joel W Bunkley IV	620 S Tryon St, Charlotte, NC 28202	70433xxxx1	ale********@m.com
H&R Block	221 Latitude Ln Ste 107 Lake Wylie, SC 29710	80383xxxx0	aab*@h****.com	4.6	59				18609	554941	17792	551119
Clear View Wealth	6836 Morrison Blvd, Charlotte, NC 28211	70483xxxx7	che*@c****************.com		3
Consolidated Planning	6115 Park S Dr Suite 200, Charlotte, NC 28210	70455xxxx7	abr*******@c******.com	5	1			5	20	461	11
Mimosa Insurance Agency Inc	207 N Sterling St Morganton, NC 28655	82843xxxx7	age*@m******.com	5	22			5	17	809	5
H&R Block	1910 Cinema Dr Ste 100 Rock Hill, SC 29730	80332xxxx7	aab*@h****.com	4.6	65				18561	554978	19838	552461
Hatteras Wealth Management Group - UBS Financial Services Inc.	6100 Fairview Rd Suite 900, Charlotte, NC 28210	70436xxxx0	ade******@u.com
Evergreen Wealth Services		70479xxxx5
James B. Hall	2550 W Arrowood Rd Ste 100, Charlotte, NC 28273	70450xxxx3	1zl**@a*****.com
Frank Summers, CFP®	5200 77 Center Dr #330, Charlotte, NC 28217	70471xxxx0
Abundant Advisors		70431xxxx8	jan*@a*************.com
MFS Financial Service	2101 Sardis Rd N, Charlotte, NC 28227	70484xxxx5		4.5	51
Clearpoint Credit Counseling Solutions	Serving theCharlotte Area	70452xxxx2	all******@c**********.org
Triumph Financial Services	4919 Albemarle Rd Charlotte, Charlotte, NC 28205	70456xxxx6
Senior Lifestyle Consultants	232 S Lafayette St Ste H Shelby, NC 28150	86657xxxx7
Merrill Lynch Financial Advisor William S. Annin	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx8	ale********@m.com
T Lanphier, Michael	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx9	ale********@m.com
Buckingham Strategic Wealth	3545 Whitehall Park Dr, Charlotte, NC 28273	70454xxxx9	adm@b**************.com							532	3	595
Steele & Rozek Wealth Management - UBS Financial Services Inc.	6100 Fairview Rd Suite 900, Charlotte, NC 28210	70436xxxx7	ben*****************@u.com
Shane Gurganus, CFP, ChFC, AIF, Financial Planner	13777 Ballantyne Corporate Pl, Charlotte, NC 28277	70464xxxx6	aho**@c**.com							273	2
Becky L Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC	13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277	70491xxxx0	bec**********@a*.com
Cannon Tax & Accounting Inc	2108 South Blvd #200, Charlotte, NC 28203	70484xxxx9	nn@c*************.com	5	15			5	14			213
H&R Block	940 N Ridge Ave Kannapolis, NC 28083	17049xxxxx8	aab*@h****.com	4.8	86				18530	554730	20166	552381
Time Agency	Concord, NC 28025	70478xxxx1
David Rougeau	128 S Tryon St, Charlotte, NC 28202	70433xxxx8
Strategic Wealth Designers	13146 Ballantyne Corporate Pl, Charlotte, NC 28277	70481xxxx3	aar@s*****.com					4.9	80	4780	12
H&R Block	168 F Norman Station Blvd Mooresville, NC 28117	70479xxxx6	aab*@h****.com	4.7	179	2	4		18605	554834	17305	550993
Mecklenburg Accounting & Taxes	1200 E Morehead St, Charlotte, NC 28204	70456xxxx2			247
Ubs	6100 Fairview Rd Ste 1142, Charlotte, NC 28210	70436xxxx0	aar*****@u.com	3.8	4					229799		239000
Financial Network Investment Crp	421 Minuet Ln, Charlotte, NC 28217	70452xxxx5
Whisnant & Company	375 10th Ave Dr NE Hickory, NC 28601	82832xxxx3	amy@b*****.org					5	18	1104	31
Charlotte Financial Risk Services
Signature Wealth Strategies	521 E Morehead St Suite 150, Charlotte, NC 28202	70433xxxx1	ash*@s************.com							960	2	973
Merrill Lynch Financial Advisor James Wolf	6000 Fairview Rd, Charlotte, NC 28210	98028xxxx0	bri**********@b*.com	5	1
The Granzow Consulting Group of Wells Fargo Advisors, LLC	6000 Fairview Rd #800, Charlotte, NC 28210	70444xxxx6	3d@g********.wfadv
Edward Jones - Financial Advisor: Joseph A Giordano	2100 Crescent Ave Ste 150, Charlotte, NC 28207	98094xxxx9	and*****@c***********.ca
Merrill Lynch Financial Advisor Matthew Evans	620 S Tryon St, Charlotte, NC 28202	70433xxxx4	ale********@m.com
Merrill Lynch Financial Advisor Carson Cook	620 S Tryon St, Charlotte, NC 28202	70433xxxx9	bri**********@b*.com
John Hancock Life Insurance Co	11540 N Community House Rd, Charlotte, NC 28277	70454xxxx2	ash*******@j*****.com		32				11	49247		53144
Merrill Lynch Financial Advisor Michael B Jones Jr	13510 Ballantyne Corporate Pl Suite 200, Charlotte, NC 28277	70434xxxx7
Credit Rx America Credit Repair	401 N Tryon St 10th floor, Charlotte, NC 28202	88888xxxx1	inf@c*************.com	4.8	21							1100
Trainingfolks US Inc	401 N Tryon St #10, Charlotte, NC 28202	70499xxxx0	amo*****@t**********.com
Johnson & Wales University Student Academic & Financial Services	801 W Trade St #160, Charlotte, NC 28202	98059xxxx0		5
Mecklenburg County Finance Department	700 E 4th St, Charlotte, NC 28202	70433xxxx8		1	1
The Pelora Group + MassMutual Carolinas	4350 Congress St Ste 300, Charlotte, NC 28209	70455xxxx0	bra@m*******.com	1	2					1713	40
Elizabeth Heard, WMS , AAMS , CRPC , AWMA - Raymond James	6805 Carnegie Blvd Ste 350, Charlotte, NC 28211	70444xxxx7	aar**********@r*********.com							17179
Modera Financial Advisors & Financial Planners	6101 Carnegie Blvd, Charlotte, NC 28209	70454xxxx5	aar******@m*********.com
Merrill Lynch Financial Advisor Matt Alexander	6000 Fairview Rd, Charlotte, NC 28210	70470xxxx8	bri**********@b*.com
Gulfstream Asset Management	4201 Congress St Ste 455, Charlotte, NC 28209	70455xxxx3
Stifel	6100 Fairview Rd UNIT 700, Charlotte, NC 28210	70455xxxx9	abb**@s***.com							4115
H&R Block	3116 Weddington Rd Matthews, NC 28105	70484xxxx2	aab*@h****.com	4.8	60	4	1		18609	554944	17791	551121
Capital Management Group of the Carolinas	113 N Center St Ste 300 Statesville, NC 28677	70487xxxx7	joe****@m**.net							165		160
A & A Financial Services	9716 Rea Rd, Charlotte, NC 28277	80057xxxx4
Edward Jones - Financial Advisor: Courtney H Williams	2100 Crescent Ave Ste 150, Charlotte, NC 28207	70433xxxx7	and*****@c***********.ca
Lockwood Luther	1017 E Morehead St, Charlotte, NC 28204	70433xxxx1	3d@m***********.com
Regions Bank	1045 Providence Rd, Charlotte, NC 28207	98028xxxx0	aar*********@r****.com	3.3	14				10	292044	3008	293823
Fifth Third Private Bank - Lori Crowder	201 N Tryon St, Charlotte, NC 28202	70468xxxx5	ant*********@5.com
Komer Valuation Advisors	Indian Trail, NC 28079	70430xxxx8
TUSK Partners	1355 Greenwood Cliff Suite #250, Charlotte, NC 28204	70430xxxx3	aus*@t**********.com							179
Altisource Asset Management	1100 S Tryon St, Charlotte, NC 28203	70463xxxx6
Powderly Vuchnich CPAs, PLLC	112 S Tryon St #1200, Charlotte, NC 28284	70476xxxx0		5	6
Curtis Mark Casey - Platinum Financial Services Advisor, Ameriprise Financial Services	3125 Springbank Ln Ste H, Charlotte, NC 28226	33696xxxx7	cur*********@a*.com							531	12
HRMB Associates LLC	7319 Matthews-Mint Hill Rd Mint Hill, NC 28227	70478xxxx1	inf@h************.com
Edward Jones - Financial Advisor: Kevin P Lewis, CFP®	2115 Southend Dr STE 102, Charlotte, NC 28203	70433xxxx3	a.j*******@e********.com						22	79997		89308
Mecklenburg Financial Group	240 Hargett Ct, Charlotte, NC 28211	70446xxxx0
Edward Jones - Financial Advisor: Sean V Martin, CFP®	10715 Sikes Pl #110, Charlotte, NC 28277	70454xxxx5	a.j*******@e********.com							83525
Ameriprise Financial	17505 W Catawba Ave, Ste 290, Cornelius, NC 28031	70498xxxx6	ame****************@a*.com							132658		134078
Janney Montgomery Scott LLC	4064 Colony Rd Suite 450, Charlotte, NC 28211	70436xxxx0
Viewpointe	227 W Trade St, Charlotte, NC 28202	70433xxxx2	aal*********@v*******.com
Finley Group	212 S Tryon St #1050, Charlotte, NC 28202	70437xxxx2	ant**@f********.com
Kernodle, John C	319 S Sharon Amity Rd Ste 200, Charlotte, NC 28211	70436xxxx1
Clearpoint	4421 Stuart Andrew Blvd Ste 303, Charlotte, NC 28217	70455xxxx4
Bank of America Private Client Advisor Gordon (Tim) Timothy Black	620 S Tryon St, Charlotte, NC 28202	98038xxxx7
S. Graham Consulting	5309 Monroe Rd Ste 101 Charlotte, NC 28205	98077xxxx9			5
Lake Norman Financial Consulting	3658 Border Creek Ct Denver, NC 28037	70453xxxx2	mit**********@l.com
Taylor & Morgan, CPA	1213 W Morehead St 5th Floor, Charlotte, NC 28208	70492xxxx0	bri**@t**.com							555		567
First Horizon Bank	301 S McDowell St Suite 100, Charlotte, NC 28204	70494xxxx5		2.8
Alliance Benefit Group Carolinas	5250 77 Center Dr, Charlotte, NC 28217	70452xxxx7			2
Faith Family Finance	436 East 36th St Charlotte, NC 28205	70439xxxx6	baf***************************@s***.wixpress
Oak Brook Financial Group	417 East Blvd, Charlotte, NC 28203	70437xxxx1	hei@o**************.com
Edward Jones - Financial Advisor: Nathan B Sessions	2115 Southend Dr STE 102, Charlotte, NC 28203	70433xxxx3	a.j*******@e********.com						22	80707		90121
The Teague Group	5925 Carnegie Blvd Ste 300, Charlotte, NC 28209	70455xxxx4	bur*****@n****.com
Moors & Cabot	115 E Park Ave, Charlotte, NC 28203	70437xxxx6
Common Wealth Charlotte (CWCLT)	5301 Wilkinson Blvd, Charlotte, NC 28208	98063xxxx2	inf@c*******************.org	3.7	9
Painewebber	6337 Morrison Blvd, Charlotte, NC 28211	70436xxxx7
Corrum Capital Management	1300 S Church St, Charlotte, NC 28203	70433xxxx0	aka***@c**********.com
Cannon Advisors	2108 South Blvd suite 200, Charlotte, NC 28203	70484xxxx9	adm@c*************.com	4.8	17			5	11	217		212
Merrill Lynch Wealth Management	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx0	bro********@m.com	5	1
Merrill Lynch Wealth Management	620 S Tryon St, Charlotte, NC 28202	70433xxxx0	bro********@m.com	5	1
Merrill Lynch Financial Advisor Granville Calvin Washington	620 S Tryon St, Charlotte, NC 28202	98038xxxx7	ale********@m.com
Annuityspeak	3610 Columbine Cir, Charlotte, NC 28211	70446xxxx9
Asht Investments	9107 S Tryon St, Charlotte, NC 28273	70458xxxx7
Dragonfly Capital	1310 S Tryon St # 109, Charlotte, NC 28203	70434xxxx1	ali@d*************.com	5	1
Sovereign Investment Group	104 Welton Way Mooresville, NC 28117	70450xxxx9	inf@c**********.com	5	3				3	1963	41	2256
Merrill Lynch Financial Advisor Kent B Fox	620 S Tryon St, Charlotte, NC 28202	70433xxxx1	bri**********@b*.com
Breen Financial Corp	7401 Carmel Executive Park Dr Ste 106, Charlotte, NC 28226	84786xxxx0	blu***@b***********.com	5	7					347
Tiaa	1116 Linda Ln, Charlotte, NC 28211	70498xxxx7	a.-***@t*.org						12	90633	473	91855
Jim Moore - RBC Wealth Management Financial Advisor	6000 Fairview Rd Suite 500, Charlotte, NC 28210	70426xxxx3	rbc*******@r.com							14777		16000
Biltmore Family Office	6836 Morrison Blvd, Charlotte, NC 28211	70424xxxx0	amy@b*******************.com
Baird Private Wealth Management	4350 Congress St Suite 400, Charlotte, NC 28209	87779xxxx1	lhe*****@r****.com							8165	958	8700
Merrill Lynch Financial Advisor William J Turner	6000 Fairview Rd, Charlotte, NC 28210	70470xxxx2	ale********@m.com
Bank of America Financial Center	620 S Tryon St STE 100, Charlotte, NC 28202	70420xxxx0	abu@b**********.com	2.7	7				1	862779		2791018
Jason Wilson - Financial Advisor, Ameriprise Financial Services, LLC	13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277	70454xxxx2	car********@a*.com
Merrill Lynch Financial Advisor Sean P. Fenerty	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx2
Edward Jones - Financial Advisor: Andy Belk, CFP®	10715 Sikes Pl Suite 110, Charlotte, NC 28277	70454xxxx0	a.j*******@e********.com	3	2
Rockworth Financial Fas	429 S Sharon Amity Rd, Charlotte, NC 28211	70436xxxx4
Stephen Heeseman	150 Providence Rd, Charlotte, NC 28207	98037xxxx4	ste***********@t******.net							5323	332	6144
David Henkel & Bryan Sherrill - Raymond James	16810 Kenton Dr Ste 220, Huntersville, NC 28078	70499xxxx8	aar**********@r*********.com							17179
The Wealth Guardians	15720 Brixham Hill Ave #300, Charlotte, NC 28277	33634xxxx9	dou@t****************.com	4.6	13					166
Anderson Leneave & Co	6805 Morrison Blvd, Charlotte, NC 28211	70455xxxx2	gle***@a************.com
Front Porch Financial Advisory	211 East Blvd, Charlotte, NC 28203	98042xxxx7
Raftelis	227 W Trade St #1400, Charlotte, NC 28202	70437xxxx9	abo@r*****.com							459	5
Stephens, Albert	6000 Fairview Rd, Charlotte, NC 28210	70480xxxx9	ale********@m.com
Fennebresque & Co.	550 S Caldwell St STE 755, Charlotte, NC 28202	70429xxxx0
Edward Jones - Financial Advisor: Sulayman Nyang Jr, CEPA®	9739 Northlake Centre Pkwy Suite H, Charlotte, NC 28216	70459xxxx9	a.j*******@e********.com	5	2					207	6
Donald Chapman - RBC Wealth Management Financial Advisor	6000 Fairview Rd Suite 500, Charlotte, NC 28210	82832xxxx9	don*********@r.com							14820		16000
MassMutual Carolinas	4350 Congress St #300, Charlotte, NC 28209	70455xxxx0	che********@m*******.com							1713	39
ACM Wealth Management	1927 S Tryon St STE 205, Charlotte, NC 28203	87770xxxx9
Dan H Singletary - Morgan Stanley	6805 Carnegie Blvd Ste 400, Charlotte, NC 28211	70457xxxx6	acm*********@m**********.com
Ameriprise Financial Services Inc	3125 Springbank Ln, Charlotte, NC 28226	70454xxxx6	3d@**w.ameriprise							131979		134077
CapSouth Wealth Management	8712 Lindholm Dr Ste. 300, Huntersville, NC 28078	70470xxxx7
Edward Jones - Financial Advisor: Danny Vey, CFP®	7251 Pineville-Matthews Rd Suite 200, Charlotte, NC 28226	70454xxxx0	a.j*******@e********.com	5						83524		89308
Horizon Investments
Carolina Retirement Solutions	4520 Mint Hill Village Ln Suite #105, Mint Hill, NC 28227	70454xxxx2	and@c*************.com
Charlotte Financial Planning	121 W Trade St, Charlotte, NC 28202	70423xxxx0
ReNew You Financial Consultants	3203 Hwy 21 Ste 201 Fort Mill, SC 29715	18035xxxxx8	cha********@r*******.com							285	13
Merrill Lynch Financial Advisor Steven Bonetto	620 S Tryon St, Charlotte, NC 28202	70433xxxx2	bri**********@b*.com
Financial and Retirement Planning LLC, Powered by FFS	8318 Pineville-Matthews Rd Suite 273, Charlotte, NC 28210	98082xxxx2	abc*@f*******************.com
Edward Jones - Financial Advisor: Christine M Beaman	801 E Morehead St Ste 307, Charlotte, NC 28202	70446xxxx6	and*****@c***********.ca
Josh Cahan CPA	6715 A Fairview Rd, Charlotte, NC 28210	70490xxxx9	jos@j**********.com	4.9	28
Steele Creek Investment Management	201 S College St Ste 1690, Charlotte, NC 28244	70481xxxx1	ala************@s********.com
John Earnhardt - Raymond James	6805 Morrison Blvd, Charlotte, NC 28211	70444xxxx0	aar**********@r*********.com							17181
Assurancve Tax Group	18010 N Tryon St, Charlotte, NC 28262	98035xxxx4	cen******@m*******.com	4.9	18
Merit Financial Advisors	4235 S Stream Blvd Suite 100, Charlotte, NC 28217	70435xxxx0		5
U.S. Bancorp Investments - Financial Advisors	201 S Tryon St, Charlotte, NC 28202	98085xxxx6	aar**********@u***.com							341264	3976	343829
Harold Wayne Ballard Jr: Primerica - Financial Services	615 S College St, Charlotte, NC 28202	70442xxxx4	ali****@p******.com							146629	4002
GuideSource Wealth Advisors - Ameriprise Financial Services, LLC	3125 Springbank Ln h, Charlotte, NC 28226	70454xxxx3	car*********@a*.com
Anderson Financial Planning	7300 Carmel Executive Park Dr Ste 320, Charlotte, NC 28226	70454xxxx3	den***********@g********.com							128
H&R Block	510 N Limestone St Gaffney, SC 29340	86448xxxx0	aab*@h****.com	4.7	57				18582	554924	19738	551147
Hometown Finance Of Gaffney	845 N Limestone St Gaffney, SC 29340	86448xxxx6		3	2
Dwayne Deatherage - Raymond James	15025 Ballancroft Pkwy, Charlotte, NC 28277	98021xxxx3
Dorothy M Reep, CPA	318 N Center St Statesville, NC 28677	70487xxxx1		5	2
Merrill Lynch Financial Advisor Andrew A Harding	13510 Ballantyne Corporate Pl, Charlotte, NC 28277	70434xxxx6
Wealth Enhancement Group	4521 Sharon Rd Suite 400, Charlotte, NC 28211	70455xxxx6	aba**@w**************.com
Southend Financial, LLC	615 S College St Office 09-129, Charlotte, NC 28202	98099xxxx0	dan*@s**************.com	5	70
Brown Brothers Harriman & Co	227 W Trade St UNIT 2100, Charlotte, NC 28202	70437xxxx0	a.h@b**.com	1	1					675	66	756
Merrill Lynch Financial Advisor Matthew Feraci	6000 Fairview Rd, Charlotte, NC 28210	70470xxxx0	bri**********@b*.com
Park Meridian Holdings	6725 Fairview Rd Ste C, Charlotte, NC 28210	70436xxxx5