| Calamita Wealth Management |
6135 Park S Dr #510, Charlotte, NC 28210 |
|
70427xxxx5 |
bri****@c*************.com |
5 |
7 |
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| Dillon W Mark |
4201 Congress St # 210, Charlotte, NC 28209 |
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70455xxxx6 |
bhe******@c***************.com |
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| Gaskin Asset Management, LLC |
7615 Colony Rd #100, Charlotte, NC 28226 |
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80040xxxx9 |
d@g**********.com |
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| Merrill Lynch Financial Advisor Carson E McDaniel |
620 S Tryon St, Charlotte, NC 28202 |
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70433xxxx7 |
ale*********@m*.com |
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| Del Turner - RBC Wealth Management Financial Advisor |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
70426xxxx4 |
rbc*********@r**.com |
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| Merrill Lynch Financial Advisor Austin H Rap |
620 S Tryon St, Charlotte, NC 28202 |
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70433xxxx7 |
ale*********@m*.com |
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| Hobart Wealth |
7733 Ballantyne Commons Pkwy #101, Charlotte, NC 28277 |
|
88855xxxx2 |
amy@h***********.com |
4.9 |
29 |
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5878 |
4 |
5800 |
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| Holland Capital Management, LLC |
15720 Brixham Hill Ave #300, Charlotte, NC 28277 |
|
98050xxxx1 |
cha*@h******************.com |
5 |
2 |
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| JPFG Wealth Management |
801 E Morehead St, Charlotte, NC 28202 |
|
70467xxxx0 |
cha*@j*******************.com |
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| Northwestern Mutual |
6235 Carnegie Blvd, Charlotte, NC 28211 |
|
70436xxxx4 |
soc***@n*****************.com |
4.5 |
2 |
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107342 |
16225 |
108000 |
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| DeSoto Wealth Management Group - Morgan Stanley |
6805 Carnegie Blvd Ste 400, Charlotte, NC 28211 |
|
86640xxxx2 |
acc**********@m************.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Zachary T. Miller |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx8 |
ale*********@m*.com |
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| A.M. Stephens, III |
128 S Tryon St, Charlotte, NC 28202 |
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70433xxxx6 |
am.********@f************.com |
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12614 |
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13000 |
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| Blue Financial |
5970 Fairview Rd Suite 400, Charlotte, NC 28210 |
|
70430xxxx1 |
blu*****@b*************.com |
5 |
16 |
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| Carolinas Investment Consulting |
5605 Carnegie Blvd # 400, Charlotte, NC 28209 |
|
70464xxxx5 |
3d@c**************.com |
4 |
1 |
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| GCG Wealth Management |
1415 Vantage Pk Dr #250, Charlotte, NC 28203 |
|
70437xxxx1 |
aho**@g****.com |
4.1 |
10 |
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| Merrill Lynch Financial Advisor MARY GRACE LOSTETTER |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx9 |
bro*********@m*.com |
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| Alpha Financial Advisors |
11325 N Community House Rd #410, Charlotte, NC 28277 |
|
70471xxxx0 |
bxx***@a******.com |
3.9 |
8 |
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193 |
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| Merrill Lynch Financial Advisor Sean S Rounds |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx4 |
bri************@b***.com |
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| Deloitte Wealth Partners - UBS Financial Services Inc. |
6100 Fairview Rd Suite 900, Charlotte, NC 28210 |
|
70436xxxx0 |
ben*******************@u**.com |
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| Merrill Lynch Financial Advisor William Lee Fulbright |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx5 |
ale*********@m*.com |
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| Luminary Wealth |
101 N Tryon St Suite 112, Charlotte, NC 28246 |
|
70461xxxx4 |
aar**@l**********.com |
5 |
1 |
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| Wealth Management of the Carolinas, Inc |
1028 Lee-Ann Dr NE # 220, Concord, NC 28025 |
|
70478xxxx3 |
cha**@w************************.com |
5 |
1 |
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113 |
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119 |
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| LifeWorth Financial - Northwestern Mutual |
6235 Carnegie Blvd, Charlotte, NC 28211 |
|
70444xxxx0 |
dav*******@n*.com |
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47 |
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| Buckingham Strategic Wealth |
3545 Whitehall Park Dr Suite 180, Charlotte, NC 28273 |
|
70454xxxx9 |
adm**@b****************.com |
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552 |
6 |
649 |
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| Auctus Advisors |
325 Arlington Ave # 625, Charlotte, NC 28203 |
|
70453xxxx0 |
dmi****@a*************.com |
5 |
3 |
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173 |
24 |
175 |
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| Greenway Wealth Advisors, LLC |
1920 Abbott St, Charlotte, NC 28203 |
|
70498xxxx8 |
ale*******@g*************.com |
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44 |
3 |
47 |
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| The Investor Advisory Group, LLC |
421 S Sharon Amity Rd # A, Charlotte, NC 28211 |
|
70436xxxx0 |
ed@t*****.com |
5 |
2 |
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| SEDNA Wealth Management LLC |
227 W 4th St, Charlotte, NC 28202 |
|
70498xxxx5 |
inf*@s********************.com |
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| Public Financial Management |
11605 N Community House Rd #500, Charlotte, NC 28277 |
|
70454xxxx9 |
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1 |
1 |
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| WMS Advisors, LLC |
6135 Park S Dr #510, Charlotte, NC 28210 |
|
30129xxxx4 |
asc****@w**********.com |
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51 |
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49 |
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| Scott H. Angel |
128 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx1 |
fcb******@f************.com |
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12614 |
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13000 |
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| Merrill Lynch Financial Advisor Jason Martin |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx1 |
ale*********@m*.com |
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| Nine Bridge Financial Partners |
831 E. MOREHEAD ST, CHARLOTTE, NC 28202 |
|
70430xxxx5 |
ken********@n***********.com |
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| Marquise Wealth Management, LLC. |
2116 Crown Centre Dr, Charlotte, NC 28227 |
|
70424xxxx2 |
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| Level Wealth Management |
6135 Park S Dr #510, Charlotte, NC 28210 |
|
70431xxxx0 |
61e*************************************@w*****************.com |
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| Gulf Stream Asset Management |
4350 Congress St #125, Charlotte, NC 28209 |
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| HPL + Associates Planning and Wealth Management of Raymond James |
6805 Carnegie Blvd Ste 350, Charlotte, NC 28211 |
|
70444xxxx2 |
aar************@r***********.com |
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165 |
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| Biltmore Family Office, LLC |
500 East Blvd, Charlotte, NC 28203 |
|
70424xxxx0 |
amy@b*******************.com |
5 |
1 |
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| Linden Thomas & Company |
516 N Tryon St, Charlotte, NC 28202 |
|
70455xxxx0 |
ade****@l***********.com |
4.8 |
50 |
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| PNC Private Bank |
4720 Piedmont Row Dr UNIT 300, Charlotte, NC 28210 |
|
70468xxxx9 |
aar******@p**.com |
1 |
2 |
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352090 |
9044 |
355000 |
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| Taylor Wealth Management Group |
338 S Sharon Amity Rd Ste 163, Charlotte, NC 28211 |
|
70499xxxx6 |
joh*******@t***************.com |
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| KRC Wealth Management LLC |
10700 Sikes Pl STE 340, Charlotte, NC 28277 |
|
70484xxxx7 |
ale***@k********************.com |
5 |
1 |
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| Tristate Financial Advisors |
207 Regency Executive Park Dr Suite #170, Charlotte, NC 28217 |
|
70444xxxx8 |
dxx*****@t*********.com |
5 |
35 |
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391 |
27 |
443 |
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| Merrill Lynch Financial Advisor Zachary A. Lewer |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx5 |
ale*********@m*.com |
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| Mint Hill Wealth Management |
7540 Matthews-Mint Hill Rd, Mint Hill, NC 28227 |
|
83342xxxx0 |
dat*****************@i****.de |
5 |
1 |
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| YellowWood Wealth Solutions |
1523 Elizabeth Ave Suite 210, Charlotte, NC 28204 |
|
86668xxxx2 |
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| Modera Wealth Management |
6101 Carnegie Blvd Ste 220, Charlotte, NC 28209 |
|
70435xxxx2 |
aar********@m***********.com |
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8 |
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| GrandView Advisors of Raymond James |
6805 Carnegie Blvd Ste 350, Charlotte, NC 28211 |
|
70444xxxx0 |
aar************@r***********.com |
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88 |
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| Greenway Wealth Advisors, LLC |
1920 Abbott St #300, Charlotte, NC 28203 |
|
70498xxxx8 |
inf*@g*************.com |
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| Broyhill Asset Management |
601 S Cedar St suite 200, Charlotte, NC 28202 |
|
82861xxxx0 |
all****@b************.com |
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| TPGH Wealth Management Group - Morgan Stanley |
6805 Carnegie Blvd Ste 400, Charlotte, NC 28211 |
|
70444xxxx0 |
acc**********@m************.com |
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| WEDGE Capital Management L.L.P. |
301 S College St # 3800, Charlotte, NC 28202 |
|
70433xxxx5 |
abo*******@w***********.com |
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| Alloy Wealth Management |
13925 Ballantyne Corporate Pl #190, Charlotte, NC 28277 |
|
80068xxxx5 |
all*@a**********.com |
4.5 |
28 |
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443 |
46 |
514 |
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| Merrill Lynch Financial Advisor Steven V Lang |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx4 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Richard Sterling |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx6 |
bri************@b***.com |
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| Merrill Lynch Financial Advisor J. Brendan Kelleher |
6000 Fairview Rd, Charlotte, NC 28210 |
|
98028xxxx5 |
al_********@m*.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Matthew S Stading |
6000 Fairview Rd, Charlotte, NC 28210 |
|
98028xxxx2 |
ann********@m*.com |
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| 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 |
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| Miller Wealth Management Group - UBS Financial Services Inc. |
11325 N Community House Rd Ro Suite 600, Charlotte, NC 28277 |
|
95292xxxx2 |
ben*******************@u**.com |
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| Bragg Financial Advisors Inc |
1031 S Caldwell St #200, Charlotte, NC 28203 |
|
70437xxxx1 |
adr**@b*************.com |
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103 |
4 |
125 |
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| Blue Trust | Charlotte Financial Advisors |
10706 Sikes Pl #175, Charlotte, NC 28277 |
|
70475xxxx0 |
aar********@b********.com |
4.9 |
15 |
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174 |
12 |
256 |
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| Churchill Management Group - Charlotte |
6201 Fairview Rd Suite 200, Charlotte, NC 28210 |
|
40467xxxx8 |
ach*@c******************.com |
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221 |
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| endeavor wealth management |
1325 Myrtle Ave, Charlotte, NC 28203 |
|
70473xxxx6 |
jon@e*********.com |
5 |
1 |
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| Wilson Wealth |
15720 Brixham Hill Ave, Charlotte, NC 28277 |
|
70422xxxx2 |
inf*@w***********.com |
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| Stash Wealth |
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21291xxxx4 |
bra**@s**********.com |
5 |
7 |
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2700 |
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| Money Management International |
10130 Perimeter Pkwy #200, Charlotte, NC 28216 |
|
98050xxxx5 |
ada********@m**************.org |
4.9 |
7 |
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| Raymond James Financial Services |
1213 W Morehead St Ste 400, Charlotte, NC 28208 |
|
70498xxxx6 |
aar************@r***********.com |
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| McShane Partners Wealth & Investment Advisory |
2150 Park Dr, Charlotte, NC 28204 |
|
98058xxxx0 |
awi******@m**************.com |
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| Stipp Wealth Management, LLC |
1626 Cavendish Ct, Charlotte, NC 28211 |
|
70425xxxx7 |
bra**********@l**.com |
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| Hapnel Capital Management Inc |
4917 Albemarle Rd, Charlotte, NC 28205 |
|
70456xxxx2 |
inf*@h************.com |
5 |
1 |
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| NaviPath Financial |
1009 East Blvd Suite 100, Charlotte, NC 28203 |
|
70424xxxx1 |
bri**@n****************.com |
5 |
1 |
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287 |
3 |
333 |
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| Merrill Lynch Financial Advisor R Neil Stikeleather |
6000 Fairview Rd UNIT 700, Charlotte, NC 28210 |
|
70470xxxx3 |
al_********@m*.com |
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| Loan Mountain Capital |
525 N Tryon St Suite 1647, Charlotte, NC 28202 |
|
70431xxxx4 |
hir***@l******************.com |
5 |
25 |
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34 |
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| Adhesion Wealth Advisor Solutions |
5925 Carnegie Blvd UNIT 500, Charlotte, NC 28209 |
|
88829xxxx1 |
aa1*************************************@w*****************.com |
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| TriCapital Wealth Management |
Three South Executive Park, 6115 Park S Dr Suite 330, Charlotte, NC 28210 |
|
70457xxxx8 |
adm***@t**************.com |
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213 |
3 |
216 |
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| CayDen Wealth Management |
2015 Ayrsley Town Blvd #202, Charlotte, NC 28273 |
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c18*****************************@s*****.wixpress |
5 |
5 |
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| Merrill Lynch Financial Advisor Eric M Fitch |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx3 |
bri************@b***.com |
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| Merrill Lynch Financial Advisor Jon Currence |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx2 |
ale*********@m*.com |
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| Worth Advisors |
2020 S Tryon St Suite 2B, Charlotte, NC 28203 |
|
70473xxxx1 |
abd**@w************.com |
5 |
7 |
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200 |
34 |
207 |
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| A Special Needs Plan |
101 N McDowell St # 120, Charlotte, NC 28204 |
|
70432xxxx0 |
ali****@a****************.com |
4.4 |
7 |
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11033 |
4 |
10000 |
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| Wilson Wealth |
15720 Brixham Hill Ave Suite 300, Charlotte, NC 28277 |
|
70422xxxx2 |
inf*@w***********.com |
5 |
1 |
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435 |
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| UBS Financial Services Inc. |
13024 Ballantyne Corporate Pl Suite 650, Charlotte, NC 28277 |
|
70434xxxx0 |
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5 |
1 |
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| Ark Royal Wealth Management |
1244 East Blvd Suite 2C, Charlotte, NC 28203 |
|
70478xxxx7 |
inf*@a*********.com |
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| Mariner |
6000 Fairview Rd #1200, Charlotte, NC 28210 |
|
98050xxxx2 |
aar********@m********************.com |
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| Laurel Wealth Advisors LLC |
309 S Laurel Ave, Charlotte, NC 28207 |
|
70492xxxx9 |
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5 |
1 |
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| Merrill Lynch Wealth Management |
900 W Trade St, Charlotte, NC 28202 |
|
70438xxxx0 |
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| JHG Financial Advisors |
2616 Fort St, Charlotte, NC 28205 |
|
70453xxxx3 |
ber*********@j***********.com |
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| MAI Capital Management |
6101 Carnegie Blvd #360, Charlotte, NC 28209 |
|
70454xxxx0 |
aar**@m**.capital |
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| Hayden Harper Advisory |
828 East Blvd, Charlotte, NC 28203 |
|
70434xxxx7 |
ash*****@h***********.com |
5 |
2 |
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| AIO Fee Only Financial Advisors |
10926 David Taylor Dr STE 120, Charlotte, NC 28262 |
|
70498xxxx0 |
ale*@a***********.com |
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4.8 |
16 |
375 |
25 |
380 |
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| The Stines Moore Group - Morgan Stanley Financial Advisors |
6805 Carnegie Blvd Ste 400, Charlotte, NC 28211 |
|
70444xxxx0 |
acc**********@m************.com |
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| Sycamore Financial Planning, LLC |
4530 Park Rd Suite 108, Charlotte, NC 28209 |
|
98027xxxx6 |
ans***@s************************.com |
5 |
1 |
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| Crown Wealth Group |
2108 South Blvd # 300, Charlotte, NC 28203 |
|
70436xxxx5 |
amy******@c***************.com |
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95 |
2 |
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| Merrill Lynch Financial Advisor Henderson W Dawson |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx9 |
ann********@m*.com |
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| Merrill Lynch Financial Advisor Brent Cline |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx3 |
bri************@b***.com |
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| Merrill Lynch Financial Advisor Brenda Hartman Millard |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx5 |
bro*********@m*.com |
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| Merrill Lynch Financial Advisor Charles C King |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx3 |
bri************@b***.com |
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| Brooke Stephens - RBC Wealth Management Financial Advisor |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
70426xxxx4 |
wms**********@r**.com |
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14777 |
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16000 |
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| Redwood Wealth Management, LLC |
6000 Fairview Rd Suite 1200, Charlotte, NC 28210 |
|
70455xxxx5 |
dpr*****@r************.com |
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| NorthStar Capital Advisors |
521 East Blvd, Charlotte, NC 28203 |
|
70435xxxx8 |
dat*****************@i****.de |
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129 |
|
131 |
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| Newton Wealth Management |
10800 Sikes Pl Ste 215, Charlotte, NC 28277 |
|
70455xxxx9 |
dat*****************@i****.de |
5 |
51 |
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| Asset Management Consultants, Inc. |
13850 Ballantyne Corporate Pl, Charlotte, NC 28226 |
|
70488xxxx9 |
sco***@a******.net |
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| Ted Highsmith - Raymond James |
1213 W Morehead St #400, Charlotte, NC 28208 |
|
70498xxxx2 |
aar************@r***********.com |
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|
17474 |
|
18000 |
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| U.S. Bancorp Investments - Financial Advisors: Charlotte |
201 S Tryon St, Charlotte, NC 28202 |
|
98085xxxx6 |
aar************@u*****.com |
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|
345438 |
5414 |
348000 |
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| Merrill Lynch Financial Advisor Thomas David Thalman |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx7 |
bri************@b***.com |
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| Merrill Lynch Financial Advisor Carson E Cook |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx9 |
ari*********@m*.com |
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| ABIDING WEALTH ADVISORS, LLC Charlotte, NC Headquarters OSJ |
10815 Sikes Pl STE 320, Charlotte, NC 28277 |
|
80081xxxx1 |
dav**@a********************.com |
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| premier wealth transfer group |
4350 Congress St, Charlotte, NC 28227 |
|
70455xxxx0 |
bga****@f*************.com |
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| Merrill Lynch Financial Advisor Tawa Saune |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx4 |
bri************@b***.com |
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| Davis Williams Wealth Management |
8832 Blakeney Professional Dr STE 200, Charlotte, NC 28277 |
|
80047xxxx7 |
b.m*****@d************.com |
1 |
1 |
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343 |
9 |
319 |
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| U.S. Bank – Wealth Management Banker: Bowdee Nolin |
4525 Sharon Rd, Charlotte, NC 28211 |
|
70496xxxx2 |
aar************@u*****.com |
|
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|
345438 |
5414 |
348000 |
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| TAGStone Capital, Inc. |
1515 Mockingbird Ln, Charlotte, NC 28209 |
|
70453xxxx0 |
joh*******@t**************.com |
5 |
1 |
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103 |
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| Ocean Advisors LLC |
801 E Morehead St #104, Charlotte, NC 28202 |
|
70452xxxx4 |
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| Parkwood Wealth Advisors |
6235 Carnegie Blvd, Charlotte, NC 28211 |
|
70436xxxx9 |
adm*******@c*****.com |
5 |
3 |
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| Baker Wealth Management |
10955 Winds Crossing Dr #100, Charlotte, NC 28273 |
|
70458xxxx6 |
d-j***@b********************.com |
5 |
3 |
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55 |
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56 |
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| Merit Financial Advisors, LLC |
4235 S Stream Blvd Suite 100, Charlotte, NC 28217 |
|
70435xxxx0 |
ada*@m*********************.com |
5 |
1 |
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| Beacon Pointe Advisors |
5960 Fairview Rd # 400, Charlotte, NC 28210 |
|
70436xxxx7 |
aba*****@b***********.com |
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| Merrill Lynch Financial Advisor Bri W. Tysinger |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx5 |
bro*********@m*.com |
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| Greg Duckworth - Morgan Stanley Financial Advisor |
6805 Carnegie Blvd Ste 400, Charlotte, NC 28211 |
|
98046xxxx1 |
acc**********@m************.com |
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| Fifth Third Private Bank - Olufemi Lamikanra |
201 N Tryon St, Charlotte, NC 28202 |
|
70468xxxx6 |
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| Merrill Lynch Financial Advisor Brian J O'Regan |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx0 |
bri*********@m*.com |
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| Epic Capital Wealth Management |
6135 Park South Dr Ste 130, Charlotte, NC 28210 |
|
70455xxxx0 |
edo*****@e**********.com |
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1881 |
2 |
1800 |
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| Rankin Wealth Management - UBS Financial Services Inc. |
6100 Fairview Rd Suite 900, Charlotte, NC 28210 |
|
70436xxxx7 |
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| Capital Wealth Advisors |
4201 Congress St #140, Charlotte, NC 28209 |
|
70493xxxx0 |
bi**@c********************.com |
5 |
1 |
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92 |
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| Charles Schwab |
4529 Sharon Rd, Charlotte, NC 28211 |
|
70477xxxx6 |
nam*@e******.com |
2.6 |
13 |
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| Abiding Wealth Advisors, LLC |
10815 Sikes Pl, Charlotte, NC 28277 |
|
80081xxxx1 |
dav**@a********************.com |
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81 |
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| JPFG Wealth Managment |
801 E Morehead St #305, Charlotte, NC 28202 |
|
70467xxxx0 |
cha*@j*******************.com |
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| Edge Capital Group |
200 S College St Suite 1520, Charlotte, NC 28202 |
|
70497xxxx0 |
abr***@e**************.com |
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| Cygnus Asset Management, LLC |
6805 Carnegie Blvd # 380, Charlotte, NC 28211 |
|
70492xxxx0 |
cli**********@c*******.com |
3.7 |
3 |
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| Raymond James |
5935 Carnegie Blvd UNIT 300, Charlotte, NC 28209 |
|
70464xxxx3 |
aar************@r***********.com |
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17474 |
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18000 |
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| Wells Fargo Advisors |
550 S Tryon St, Charlotte, NC 28202 |
|
70471xxxx0 |
abc*******@w*****************.com |
2 |
1 |
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188275 |
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189000 |
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| Black Rock Inc |
201 S College St # 1400, Charlotte, NC 28244 |
|
70492xxxx0 |
can******@s******.oleeo |
1 |
1 |
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| Strathmore Capital Advisors |
2201 South Blvd, Charlotte, NC 28203 |
|
70436xxxx1 |
010*************************************@w*****************.com |
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| Raymond James |
1373 E Morehead St # 21, Charlotte, NC 28204 |
|
70437xxxx9 |
aar************@r***********.com |
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17474 |
|
18000 |
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| Focused Wealth, LLC (Previously Dot Yandle Financial Services) |
8037 Corporate Center Dr STE 300, Charlotte, NC 28226 |
|
70454xxxx0 |
dot@f***************.com |
5 |
6 |
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| Mercer Advisors Wealth Management |
201 S College St #2250, Charlotte, NC 28244 |
|
70433xxxx0 |
aar********@m*************.com |
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2837 |
28 |
2900 |
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| Modera Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC (CarnegieRd) |
6101 Carnegie Blvd, Charlotte, NC 28209 |
|
70454xxxx5 |
aar********@m***********.com |
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90 |
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113 |
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| Kingfisher Capital |
201 S College St #2250, Charlotte, NC 28244 |
|
70433xxxx0 |
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| Private Wealth Management | U.S. Bank |
7422 Carmel Executive Park Dr Suite 110, Charlotte, NC 28226 |
|
70440xxxx7 |
aar************@u*****.com |
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345438 |
5414 |
348000 |
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| ACM Wealth Management |
6135 Park S Dr #150, Charlotte, NC 28210 |
|
87740xxxx7 |
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| Merrill Lynch Wealth Management |
6000 Fairview Rd, Charlotte, NC 28210 |
|
98028xxxx0 |
bro*********@m*.com |
3 |
4 |
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| Merrill Lynch Financial Advisor Felix von Uklanski |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx7 |
ale*********@m*.com |
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| Topsail Wealth Management |
11215 N Community House Rd Suite 775, Charlotte, NC 28277 |
|
80021xxxx6 |
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| Charlotte, NC Private Wealth Management - UBS Financial Services Inc. |
6100 Fairview Rd 9th Floor, Charlotte, NC 28210 |
|
21249xxxx7 |
abc*******@u**.com |
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| Prosperi Wealth Consulting LLC |
227 W 4th St Suite 220, Charlotte, NC 28202 |
|
86699xxxx7 |
con****@p*************.org |
5 |
1 |
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90 |
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| Eastover Capital Management |
509 Fenton Pl, Charlotte, NC 28207 |
|
70433xxxx8 |
aja*****@e**************.com |
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11 |
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| Strathmore Capital Advisors |
2201 South Blvd #310, Charlotte, NC 28203 |
|
70436xxxx1 |
b2b*************************************@w*****************.com |
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| Noble Rock Wealth Management - Ameriprise Financial Services, LLC |
4500 Cameron Valley Pkwy Ste 250, Charlotte, NC 28211 |
|
70491xxxx4 |
jer*******************@a***.com |
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154 |
|
162 |
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| DKD Wealth Strategies Group |
6235 Carnegie Blvd Ste 1, Charlotte, NC 28211 |
|
70444xxxx2 |
ark**************@n*.com |
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76 |
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| Davenport & Co LLC |
101 N Tryon St, Charlotte, NC 28246 |
|
70437xxxx0 |
dav************@i**************.com |
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1210 |
76 |
1200 |
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| Bank of America Private Client Advisor Casey M Smith |
620 S Tryon St, Charlotte, NC 28202 |
|
98038xxxx7 |
ban**********@e****.bankofamerica |
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| Flat Fee Financial Planning |
919 Berryhill Rd Ste 102, Charlotte, NC 28208 |
|
70477xxxx0 |
inf*@f****************.com |
5 |
13 |
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| Gateway Wealth Management - UBS Financial Services Inc. |
6100 Fairview Rd Suite 900, Charlotte, NC 28210 |
|
70436xxxx1 |
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| Verum Partners |
2333 Randolph Rd Suite 250, Charlotte, NC 28207 |
|
98077xxxx9 |
doe****@v***************.com |
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| MMCL Wealth Advisors |
2315 W Arbors Dr STE 205, Charlotte, NC 28262 |
|
70471xxxx6 |
mic********@l**.com |
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| Merrill Lynch & Co Inc |
100 N Tryon St #3600, Charlotte, NC 28202 |
|
80063xxxx5 |
aas***********@m*.com |
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| RBC Wealth Management Branch - Charlotte |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
70426xxxx0 |
|
4.4 |
7 |
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| Merrill Lynch Private Wealth Advisor William Van Smith Jr. |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx7 |
al_********@m*.com |
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| Modera Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC (Fairview Rd) |
6700 Fairview Rd #360, Charlotte, NC 28210 |
|
70433xxxx4 |
aar********@m***********.com |
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90 |
|
113 |
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| Jake Garman - Private Wealth Advisor, Ameriprise Financial Services, LLC |
6100 Fairview Rd #1105, Charlotte, NC 28210 |
|
70455xxxx0 |
dns*****@a***.com |
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40 |
|
41 |
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| NewtonWealthManagement |
10800 Sikes Pl #215, Charlotte, NC 28277 |
|
70455xxxx9 |
dat*****************@i****.de |
5 |
51 |
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| Miller Wealth Management - UBS Financial Services Inc. |
13024 Ballantyne Corporate Pl Suite 650, Charlotte, NC 28277 |
|
70434xxxx9 |
ben*******************@u**.com |
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| Merrill Lynch Private Wealth Advisor Robert C. Ziegler |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx0 |
ann********@m*.com |
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| Merrill Lynch Financial Advisor Brian A Roland |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx6 |
ale*********@m*.com |
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| DHG Wealth Advisors |
4350 Congress St Suite 925, Charlotte, NC 28209 |
|
70436xxxx2 |
|
5 |
1 |
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| Merrill Lynch Financial Advisor Keith S Johnson |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx7 |
bri************@b***.com |
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| Capstone Advisors |
101 N Tryon St Suite 112, Charlotte, NC 28246 |
|
26020xxxx8 |
inf*@l*************.com |
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| BWM Wealth Strategies |
6235 Carnegie Blvd, Charlotte, NC 28211 |
|
|
ade********@n*.com |
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| Vintage Wealth Management Group |
129 W Trade St Ste. 1640, Charlotte, NC 28202 |
|
70471xxxx5 |
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| Cornerstone Wealth Planning |
7810 Ballantyne Commons Pkwy #200, Charlotte, NC 28277 |
|
70484xxxx3 |
adv***@c*******************.com |
5 |
3 |
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| Wells Fargo Advisors |
15801 Brixham Hill Ave Suite 100, Charlotte, NC 28277 |
|
70434xxxx1 |
a-w***************@w*****************.com |
5 |
3 |
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188393 |
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189000 |
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| BGW Wealth |
1616 Camden Rd #550, Charlotte, NC 28203 |
|
70429xxxx0 |
chr**@d********.com |
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5 |
26 |
261 |
20 |
280 |
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| Merrill Lynch Financial Advisor Donald M Hellman |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx0 |
al_********@m*.com |
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| Clearview Wealth Management |
6836 Carnegie Blvd STE 200, Charlotte, NC 28211 |
|
70483xxxx7 |
che***@c******************.com |
5 |
1 |
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| Novare Capital Management |
521 E Morehead St # 510, Charlotte, NC 28202 |
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70433xxxx8 |
acr****@n************.com |
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| Creative Planning |
11325 N Community House Rd #125, Charlotte, NC 28277 |
|
86627xxxx8 |
a.j******@c***************.com |
5 |
7 |
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6159 |
81 |
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| Merrill Lynch Financial Advisor Matthew (Matt) Cain Branstrom |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx4 |
bri************@b***.com |
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| Genesis Wealth Planning, LLC |
6115 Park S Dr #200, Charlotte, NC 28210 |
|
70423xxxx9 |
bri**@w***********.com |
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| Axiom Private Wealth |
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70426xxxx1 |
inf*@a*****************.com |
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| NR Wealth Group LLC |
301 McCullough Dr Ste 400, Charlotte, NC 28262 |
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inf*@n************.com |
5 |
20 |
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5 |
11 |
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464 |
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| Russell Mansfield - RBC Wealth Management Branch Director |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
70461xxxx5 |
wms**********@r**.com |
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14777 |
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16000 |
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| Kennedy/long Wealth Management Group Of Wells Fargo Advisors |
One Wells Fargo Center, 301 S College St Ste 150, Charlotte, Nc 28202 |
|
70434xxxx3 |
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| Merrill Lynch Financial Advisor Jack T Brawley |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx5 |
ale*********@m*.com |
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| Norkum Wealth Management |
15720 Brixham Hill Ave #575, Charlotte, NC 28277 |
|
70489xxxx0 |
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| Winget Benton Wealth Management Group by LPL Financial |
6101 Carnegie Blvd Ste 200, Charlotte, NC 28209 |
|
98071xxxx5 |
aar************@l**.com |
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2 |
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| Edelman Financial Engines |
13860 Ballantyne Corporate Pl # 160, Charlotte, NC 28277 |
|
83375xxxx3 |
aar**@e**********************.com |
2 |
1 |
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18789 |
20 |
20000 |
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| Gina Moore - RBC Wealth Management Financial Advisor |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
70426xxxx2 |
rbc*********@r**.com |
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| Merrill Lynch Financial Advisor Peter A Levinson |
6000 Fairview Rd, Charlotte, NC 28210 |
|
98028xxxx1 |
bro*********@m*.com |
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| Merrill Lynch Wealth Management Advisor Amy O Thalman |
620 S Tryon St, Charlotte, NC 28255 |
|
70433xxxx4 |
ann********@m*.com |
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| Jared Smith - RBC Wealth Management Financial Advisor |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
70426xxxx8 |
wms**********@r**.com |
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12448 |
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12152 |
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| RPO Wealth Partners |
1244 East Blvd Suite 2B, Charlotte, NC 28203 |
|
70477xxxx6 |
inf*@r********.com |
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| Chic Huber - RBC Wealth Management Financial Advisor |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
70426xxxx2 |
bro************@r**.com |
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109 |
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| MBL Advisors Inc. |
301 S McDowell St # 1100, Charlotte, NC 28204 |
|
70433xxxx1 |
ama************@m***********.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Stan Ciotoli |
6000 Fairview Rd, Charlotte, NC 28210 |
|
70470xxxx8 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Chris Grady |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx8 |
ale*********@m*.com |
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| Alluvial Wealth Management Inc. |
15720 Brixham Hill Ave, Charlotte, NC 28277 |
|
70492xxxx2 |
cra**@a*************.com |
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| Coulter Wealth Management of Raymond James |
6805 Carnegie Blvd # 350, Charlotte, NC 28211 |
|
70444xxxx0 |
aar************@r***********.com |
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17479 |
|
18000 |
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| Baird Private Wealth Management |
15720 Brixham Hill Ave Suite 202, Charlotte, NC 28277 |
|
70455xxxx0 |
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| Merrill Lynch Financial Advisor Robert J Frye |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx8 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor David J Cichan |
6000 Fairview Rd, Charlotte, NC 28210 |
|
98028xxxx2 |
ann********@m*.com |
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| Remedy Tax & Financial Services |
301 E Woodlawn Rd #1, Charlotte, NC 28217 |
|
70452xxxx5 |
inf*@r**********************.com |
4.6 |
27 |
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|
764 |
13 |
782 |
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| Merrill Lynch Financial Advisor Stephen F Nett |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx6 |
ale*********@m*.com |
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| Mark Whitley - Raymond James |
1213 W Morehead St #400, Charlotte, NC 28208 |
|
70498xxxx2 |
aar************@r***********.com |
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17473 |
|
18000 |
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| Strategic Wealth Designers |
13146 Ballantyne Corporate Pl Suite 100, Charlotte, NC 28277 |
|
70481xxxx3 |
aar**@s*******.com |
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4.9 |
77 |
4740 |
16 |
4900 |
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| Epic Capital Wealth Management |
6135 Park S Dr Suite 527, Charlotte, NC 28210 |
|
70455xxxx0 |
edo*****@e**********.com |
4.3 |
3 |
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|
1881 |
2 |
1800 |
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| Merrill Lynch Financial Advisor Joel W Bunkley IV |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx1 |
ale*********@m*.com |
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| United Capital Financial Advisors |
831 E Morehead St # 350, Charlotte, NC 28202 |
|
70437xxxx5 |
car****@u******************.com |
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| Cunningham Wealth Management, LLC |
1300 South Blvd Unit D #303-305, Charlotte, NC 28203 |
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dan****@c****.com |
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| Hatteras Wealth Management Group - UBS Financial Services Inc. |
6100 Fairview Rd Suite 900, Charlotte, NC 28210 |
|
70436xxxx0 |
ade********@u**.com |
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| Merrill Lynch Financial Advisor Harry Goff |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx7 |
ann********@m*.com |
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| David McClure - RBC Wealth Management Financial Advisor |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
70426xxxx8 |
joh*******@c*.rbcwealthmanagement |
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| Steele & Rozek Wealth Management - UBS Financial Services Inc. |
6100 Fairview Rd Suite 900, Charlotte, NC 28210 |
|
70436xxxx7 |
ben*******************@u**.com |
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| Dalton Financial LLC |
910 Greentree Dr, Charlotte, NC 28211 |
|
70490xxxx5 |
bob@d********.com |
5 |
1 |
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49 |
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| RBC Wealth Management |
4201 Congress St, Charlotte, NC 28209 |
|
86629xxxx1 |
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| Signature Wealth Strategies |
521 E Morehead St # 150, Charlotte, NC 28202 |
|
70433xxxx1 |
and***@s**************.com |
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|
961 |
2 |
974 |
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| Marx Wealth Management of Raymond James |
6805 Carnegie Blvd # 350, Charlotte, NC 28211 |
|
70444xxxx0 |
aar************@r***********.com |
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| Merrill Lynch Financial Advisor James Wolf |
6000 Fairview Rd, Charlotte, NC 28210 |
|
98028xxxx0 |
al_********@m*.com |
5 |
1 |
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| The Granzow Consulting Group of Wells Fargo Advisors, LLC |
6000 Fairview Rd #800, Charlotte, NC 28210 |
|
70444xxxx6 |
3d@g********.wfadv |
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| Merrill Lynch Financial Advisor Matthew Evans |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx4 |
ale*********@m*.com |
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| Shepherd Wealth Partners |
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|
70444xxxx5 |
cam****@s*********************.com |
5 |
10 |
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13 |
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14 |
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| Serenity Wealth Management, Charlotte Fiduciary Financial Advisors |
2015 Ayrsley Town Blvd #202, Charlotte, NC 28273 |
|
70452xxxx2 |
518*************************************@w*****************.com |
5 |
4 |
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| Turning Point Financial Inc |
15720 Brixham Hill Ave Suite 300, Charlotte, NC 28277 |
|
70424xxxx2 |
hel*@c***************.com |
5 |
9 |
|
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5 |
9 |
282 |
|
274 |
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| Janney Montgomery Scott LLC |
4064 Colony Rd STE 450, Charlotte, NC 28211 |
|
70436xxxx0 |
aal******@j*****.com |
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| Bank of America Private Client Advisor Gordon (Tim) Timothy Black |
620 S Tryon St, Charlotte, NC 28202 |
|
98038xxxx7 |
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| Oak Brook Financial Group |
417 East Blvd, Charlotte, NC 28203 |
|
70437xxxx1 |
hei**@o****************.com |
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| Common Wealth Charlotte (CWCLT) |
5301 Wilkinson Blvd, Charlotte, NC 28208 |
|
98063xxxx2 |
inf*@c********************.org |
3.8 |
10 |
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| Corrum Capital Management |
1300 S Church St, Charlotte, NC 28203 |
|
70433xxxx0 |
aka*****@c************.com |
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| SPARTAN FINANCIAL MANAGEMENT INC |
1101 Tyvola Rd suite 303, Charlotte, NC 28217 |
|
98028xxxx1 |
spa****************@o******.com |
4.6 |
9 |
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| Cannon Advisors |
2108 South Blvd suite 200, Charlotte, NC 28203 |
|
70484xxxx9 |
adm**@c***************.com |
4.8 |
17 |
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5 |
11 |
217 |
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212 |
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| Dyer & Co. |
300 East Blvd b4, Charlotte, NC 28203 |
|
70432xxxx2 |
gra*@d******.co |
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| Rhino Wealth Management |
32 N Main St Ste. 203, Belmont, NC 28012 |
|
70482xxxx0 |
mar*@r**********.com |
5 |
15 |
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| Merrill Lynch Wealth Management |
13510 Ballantyne Corporate Pl, Charlotte, NC 28277 |
|
70434xxxx0 |
bro*********@m*.com |
3 |
2 |
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| Merrill Lynch Wealth Management |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx0 |
bro*********@m*.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Granville Calvin Washington |
620 S Tryon St, Charlotte, NC 28202 |
|
98038xxxx7 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Kent B Fox |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx1 |
bri************@b***.com |
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| Stephens Inc |
4521 Sharon Rd STE 200, Charlotte, NC 28211 |
|
70444xxxx0 |
aan***@s*******.com |
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| One America Financial Partners |
1355 Greenwood Cliff, Charlotte, NC 28204 |
|
70433xxxx3 |
aar**********@o*********.com |
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2625 |
4 |
2800 |
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| Jim Moore - RBC Wealth Management Financial Advisor |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
70426xxxx3 |
rbc*********@r**.com |
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14777 |
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16000 |
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| The 1122 Group - Morgan Stanley |
4064 Colony Rd #460, Charlotte, NC 28211 |
|
83359xxxx8 |
acc**********@m************.com |
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| Muirfield Wealth Advisors |
6101 Carnegie Blvd #550, Charlotte, NC 28209 |
|
70444xxxx7 |
adm**@m**************.com |
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| Baird Private Wealth Management |
4350 Congress St Suite 400, Charlotte, NC 28209 |
|
87779xxxx1 |
lhe*******@r******.com |
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8165 |
958 |
8700 |
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| Merrill Lynch Financial Advisor Jeffrey E. Stevenson |
620 S Tryon St, Charlotte, NC 28202 |
|
70461xxxx7 |
ale*********@m*.com |
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| Next Step Enterprise |
525 E 6th St UNIT 307, Charlotte, NC 28202 |
|
85545xxxx4 |
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4.8 |
26 |
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| Colony Family Offices |
4250 Congress St Suite 175, Charlotte, NC 28209 |
|
70428xxxx0 |
ale*************@c******************.com |
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| Donald Chapman - RBC Wealth Management Financial Advisor |
6000 Fairview Rd Suite 500, Charlotte, NC 28210 |
|
82832xxxx9 |
don***********@r**.com |
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14820 |
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16000 |
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| MassMutual Carolinas |
4350 Congress St UNIT 300, Charlotte, NC 28209 |
|
70455xxxx0 |
aav*****@f*************.com |
1 |
2 |
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1703 |
40 |
1700 |
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| ACM Wealth Management |
1927 S Tryon St #205, Charlotte, NC 28203 |
|
87770xxxx9 |
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| Merrill Lynch Financial Advisor Steven Bonetto |
620 S Tryon St, Charlotte, NC 28202 |
|
70433xxxx2 |
bri************@b***.com |
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| GuideSource Wealth Advisors - Ameriprise Financial Services, LLC |
3125 Springbank Ln h, Charlotte, NC 28226 |
|
70454xxxx3 |
dns*****@a***.com |
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| Hart Wealth Management |
421-D, S Sharon Amity Rd, Charlotte, NC 28211 |
|
70434xxxx5 |
inf*@h*************.com |
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| Wealth Enhancement Group |
4521 Sharon Rd Suite 400, Charlotte, NC 28211 |
|
70455xxxx6 |
aba****@w****************.com |
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| Brown Brothers Harriman & Co |
227 W Trade St UNIT 2100, Charlotte, NC 28202 |
|
70437xxxx0 |
a.h@b**.com |
1 |
1 |
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675 |
66 |
756 |
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