| Southpoint Advisors - Ameriprise Financial Services, LLC |
1415 NC-54 Ste 115, Durham, NC 27707 |
|
91940xxxx1 |
dns*****@a***.com |
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| Douglas Lindsey |
5417 Page Rd, Durham, NC 27703 |
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91976xxxx7 |
ada********@f************.com |
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12660 |
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14000 |
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| Fidelity Investments |
7011 Fayetteville Rd Suite 110, Durham, NC 27713 |
|
80098xxxx4 |
3d@f*******.com |
3.8 |
26 |
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329641 |
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353000 |
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| Luca Partners |
240 Leigh Farm Rd Ste 400B, Durham, NC 27707 |
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91940xxxx2 |
ain***********@n*.com |
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| Ryan Mathis - Tiaa Wealth Management Advisor |
5425 Page Rd, Durham, Nc 27703 |
|
86690xxxx4 |
aar**************@t***.org |
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90947 |
525 |
91000 |
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| Amphora Wealth Management LLC |
100 Europa Dr Suite 431, Chapel Hill, NC 27517 |
|
91924xxxx1 |
ajg@a************.com |
5 |
1 |
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| David Wilder - TIAA Wealth Management Advisor |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
aar**************@t***.org |
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90947 |
525 |
91000 |
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| QMS Capital Management LP |
240 Leigh Farm Rd #450, Durham, NC 27707 |
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91949xxxx1 |
a44*************************************@c******.gandi |
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| Ryan Mathis - TIAA Wealth Management Advisor |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
aar**************@t***.org |
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90947 |
525 |
91000 |
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| Cardinal Retirement Planning, Inc. |
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91943xxxx4 |
ane***@p***************.com |
5 |
2 |
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| Edward Jones - Financial Advisor: Alex Rankin |
900 Broad St A, Durham, NC 27705 |
|
91931xxxx5 |
a.j*********@e**********.com |
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87483 |
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100000 |
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| Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA® |
1911 Hillandale Rd Suite 1110, Durham, NC 27705 |
|
91997xxxx6 |
a.j*********@e**********.com |
5 |
5 |
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674 |
10 |
674 |
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| The Potter Financial Group |
1816 Front St Suite 220, Durham, NC 27705 |
|
91938xxxx1 |
cha******@p*******************.com |
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| Aaron Kucmerowski - TIAA Wealth Management Advisor |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
aar**************@t***.org |
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90947 |
525 |
91000 |
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| Alexander Financial Services - Northwestern Mutual |
240 Leigh Farm Rd #400, Durham, NC 27707 |
|
91940xxxx1 |
web******@n*****************.com |
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| First Financial Services Inc |
3600 N Duke St # 109, Durham, NC 27704 |
|
91979xxxx8 |
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4 |
1 |
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| Kuhn Advisors Wealth Managment |
2828 Pickett Rd #170, Durham, NC 27705 |
|
91949xxxx3 |
car***@k***********.com |
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| Property Management by Reformation Asset Management |
2634 Durham-Chapel Hill Blvd Ste. 10, Durham, NC 27707 |
|
91997xxxx2 |
CWB*******@r******************.com |
4.3 |
44 |
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| Edward Jones - Financial Advisor: Nick Seligman, CFP® |
3710 University Dr #305, Durham, NC 27707 |
|
91938xxxx5 |
a.j*********@e**********.com |
5 |
1 |
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87483 |
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100000 |
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| Scupin Wealth Management - Raymond James |
2828 Pickett Rd Suite 100, Durham, NC 27705 |
|
91988xxxx0 |
aar************@r***********.com |
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17483 |
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18000 |
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| Edward Jones - Financial Advisor: Craige Summers, CFP®|ChFC®|CLU® |
2200 W Main St a160, Durham, NC 27705 |
|
91995xxxx9 |
a.j*********@e**********.com |
5 |
2 |
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87483 |
|
100000 |
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| Dan Thomason III |
5417 Page Rd, Durham, NC 27703 |
|
91938xxxx5 |
ada********@f************.com |
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12659 |
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14000 |
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| MKS Wealth Management |
3710 University Dr Ste 130, Durham, NC 27707 |
|
91940xxxx1 |
con****@m********.com |
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| Integrated Life and Financial Planning LLC |
819 Huntsman Dr, Durham, NC 27713 |
|
91986xxxx2 |
jsb******@i****.com |
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131 |
3 |
135 |
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| Cardinal Hill Wealth Management |
1143-B Executive Cir, Cary, NC 27511 |
|
91929xxxx2 |
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5 |
42 |
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| Baker Wealth Advisors |
2828 Pickett Rd Suite 100, Durham, NC 27705 |
|
91932xxxx3 |
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| Edward Jones - Financial Advisor: Emily L Crum |
2816 Erwin Rd # 109, Durham, NC 27705 |
|
91938xxxx5 |
a.j*********@e**********.com |
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87484 |
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100000 |
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| Carolina Wealth Stewardship Group |
2741 Campus Walk Ave, Durham, NC 27705 |
|
91988xxxx0 |
ada*@s***************.com |
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1360 |
4 |
1300 |
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| Fulbright Financial Consulting, PA |
5302 NC-55 #104, Durham, NC 27713 |
|
91954xxxx8 |
edf@m*******.com |
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142 |
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143 |
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| Wiser Financial Advisors Durham, NC |
2741 Campus Walk Ave bldg 400 ste 400, Durham, NC 27705 |
|
91947xxxx5 |
adm**@w*************.com |
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| Edward Jones - Financial Advisor: Andrew L Metz |
2451 Croasdaile Farm Pkwy Suite 103, Durham, NC 27705 |
|
91947xxxx9 |
aar*********@e**********.com |
5 |
3 |
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29 |
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30 |
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| Northwestern Mutual |
240 Leigh Farm Rd #400, Durham, NC 27707 |
|
91940xxxx2 |
aar*******@n*****************.com |
1 |
1 |
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107324 |
16179 |
108000 |
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| Rbc Wealth Management |
500 W Morgan St, Durham, Nc 27701 |
|
91968xxxx4 |
mik**********@r**.com |
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14787 |
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16000 |
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| Troy L. Fairbank |
5417 Page Rd, Durham, NC 27703 |
|
91928xxxx7 |
ada*@f************.com |
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12659 |
|
14000 |
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| Baird Private Wealth Management |
1414 Raleigh Rd #420, Chapel Hill, NC 27517 |
|
91991xxxx0 |
dje****@r******.com |
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8165 |
958 |
8700 |
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| Morgan Stanley Financial Advisors |
6340 Quadrangle Dr Ste 300, Chapel Hill, NC 27517 |
|
91996xxxx0 |
acc**********@m************.com |
5 |
2 |
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| Pinafore Wealth Counsel, Inc. |
3622 Lyckan Pkwy #3004, Durham, NC 27707 |
|
91921xxxx8 |
con******@p*************.com |
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| Edward Jones - Financial Advisor: Josh Wagenaar, CFP® |
7806 NC-751 Suite 140, Durham, NC 27713 |
|
91957xxxx0 |
a.j*********@e**********.com |
5 |
1 |
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247 |
6 |
250 |
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| Verity Asset Management |
280 S Mangum St, Durham, NC 27701 |
|
91949xxxx7 |
aot**@v***********.com |
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| Joseph Shore - TIAA Wealth Management Advisor |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
aar**************@t***.org |
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|
90947 |
525 |
91000 |
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| Huckabee Wealth Management Group of Northwestern Mutual |
240 Leigh Farm Rd #400, Durham, NC 27707 |
|
91940xxxx2 |
luc**********@n*.com |
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| Edward Jones - Financial Advisor: Wes Seifert |
3500 Westgate Dr Ste 301, Durham, NC 27707 |
|
91949xxxx5 |
a.j*********@e**********.com |
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|
87482 |
|
100000 |
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| Ryan Brown - TIAA Wealth Management Advisor |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
acc**********@t***.org |
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| Hilltop Wealth Advisors |
6340 Quadrangle Dr #100, Chapel Hill, NC 27517 |
|
91940xxxx0 |
ali**@h********.com |
5 |
6 |
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| Arjuna Capital |
353 W Main St, Durham, NC 27701 |
|
91979xxxx4 |
ada*@a*************.com |
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| TIAA Financial Services |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
ada*********@t***.org |
3 |
4 |
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|
90947 |
525 |
91000 |
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| Edward Jones - Financial Advisor: Henry H Newton, AAMS™ |
2451 Croasdaile Farm Pkwy Suite 103, Durham, NC 27705 |
|
91947xxxx9 |
a.j*********@e**********.com |
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2 |
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| Gaulden & Associates Wealth Management |
2525 Meridian Pkwy Ste 60, Durham, NC 27713 |
|
91936xxxx8 |
cla****@g************.com |
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| Fryar Financial LLC |
3200 Croasdaile Dr Suite 105, Durham, NC 27705 |
|
91932xxxx4 |
jsm***@f*************.com |
5 |
4 |
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|
327 |
|
340 |
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| Elefante Financial Services |
1502 NC-54, Durham, NC 27707 |
|
91933xxxx9 |
gar**********@l**.com |
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214 |
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| Rosewood Wealth Management |
1519 Pleasant Green Rd, Durham, NC 27705 |
|
91939xxxx6 |
39d*************************************@w*****************.com |
5 |
1 |
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| Bryant Investment Management Group |
3710 University Dr # 110, Durham, NC 27707 |
|
91949xxxx4 |
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| Merrill Lynch Wealth Management |
1414 Raleigh Rd, Chapel Hill, NC 27517 |
|
91942xxxx0 |
ale*********@m*.com |
3.7 |
3 |
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| Collins Financial Advisors and Concurrent Advisors |
2828 Pickett Rd Suite 100, Durham, NC 27705 |
|
91932xxxx2 |
aar************@r***********.com |
5 |
1 |
|
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|
17483 |
|
18000 |
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| RBC Wealth Management |
500 W Morgan St STE 204, STE 204, Durham, NC 27701 |
|
91968xxxx4 |
cli**********@r**.com |
|
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|
14802 |
|
16000 |
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| Premier Advisor Group LLC |
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|
91938xxxx7 |
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| SB Financial Group, LLC |
2000 Aerial Center Pkwy #112, Morrisville, NC 27560 |
|
91981xxxx4 |
abo@s*****.com |
3.7 |
3 |
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| Edward Jones - Financial Advisor: Bryan L Piccirillo, CFP®|CEPA®|AAMS™ |
3020 S Miami Blvd Suite 203, Durham, NC 27703 |
|
91996xxxx6 |
a.j*********@e**********.com |
5 |
3 |
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87482 |
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100000 |
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| Nokomis Advisors |
208 Northwood Cir, Durham, NC 27701 |
|
65149xxxx0 |
lee@n**************.com |
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| Northwestern Mutual |
5102 Durham-Chapel Hill Blvd #201, Durham, NC 27707 |
|
91948xxxx5 |
a.-***********@n*****************.com |
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107346 |
16227 |
108000 |
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| Seven Cedars Financial |
5850 Fayetteville Rd STE 210, Durham, NC 27713 |
|
91961xxxx4 |
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| Erickson Advisors - Financial Planners |
3001 Academy Rd STE 110, Durham, NC 27707 |
|
91959xxxx9 |
bri******@e***************.com |
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92 |
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93 |
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| O'Connor Wealth Group |
2828 Pickett Rd Suite 100, Durham, NC 27705 |
|
91944xxxx0 |
aar************@r***********.com |
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17483 |
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18000 |
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| Charles Schwab |
1108 Environ Way, Chapel Hill, NC 27517 |
|
91993xxxx4 |
acc************@s*****.com |
2.9 |
9 |
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| Beacon Pointe Advisors |
3211 Shannon Rd Suite 200, Durham, NC 27707 |
|
91969xxxx1 |
aba*****@b***********.com |
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| Rosewood Wealth Management |
5107 Southpark Dr Ste 201-b, Durham, NC 27713 |
|
91939xxxx6 |
39d*************************************@w*****************.com |
5 |
1 |
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| Absher Wealth Management, LLC |
1450 Raleigh Rd #105, Chapel Hill, NC 27517 |
|
91928xxxx0 |
inf*@a***********.com |
5 |
1 |
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5 |
2 |
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| Baker Wealth Advisors - Raymond James |
2828 Pickett Rd Suite 100, Durham, NC 27705 |
|
91932xxxx3 |
aar************@r***********.com |
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17483 |
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18000 |
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| William Dotterer - TIAA Wealth Management Advisor |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
aar**************@t***.org |
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90947 |
525 |
91000 |
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| My Money Banc |
2232 Page Rd #202, Durham, NC 27703 |
|
88877xxxx0 |
con****@s*********.com |
5 |
19 |
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21 |
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| Bumgardner Investment & Planning |
118 W Parrish St, Durham, NC 27701 |
|
91968xxxx7 |
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| Edward Jones - Financial Advisor: Andy Esser, CFP®|ChFC®|CLU®|AAMS™ |
5611 NC-55 Suite 104, Durham, NC 27713 |
|
91936xxxx0 |
acc**********@e**********.com |
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71 |
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80 |
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| Piedmont Investment Advisors |
2605 Meridian Pkwy STE 105, Durham, NC 27713 |
|
91968xxxx0 |
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3 |
2 |
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| Kelly Wealth Management Group |
2828 Pickett Rd #280, Durham, NC 27705 |
|
91932xxxx0 |
aar************@r***********.com |
5 |
2 |
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17483 |
|
18000 |
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| Michael DiPenta - TIAA Wealth Management Advisor |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
aar**************@t***.org |
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90947 |
525 |
91000 |
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| Integrated WealthCare |
3100 Tower Blvd Suite 1660, Durham, NC 27707 |
|
86669xxxx2 |
aaz***@i********.net |
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| Northwestern Mutual: Tom Morris, CFP, MBA, ChFC, CLU, CASL, CLTC, RICP |
240 Leigh Farm Rd #400, Durham, NC 27707 |
|
91940xxxx1 |
jen*************@n*.com |
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| Master Plan Wealth Management |
1340 Environ Way, Chapel Hill, NC 27517 |
|
91953xxxx3 |
bub**@m***************.com |
5 |
1 |
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31 |
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| J. Daniel Wakin |
4004 N Roxboro St, Durham, NC 27704 |
|
91970xxxx2 |
ada********@f************.com |
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12529 |
|
13000 |
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| Sherman Financial |
902 Crestwood Ln, Chapel Hill, NC 27517 |
|
91944xxxx4 |
chr**@s********.com |
5 |
3 |
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176 |
|
171 |
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| Carolina Capital Solutions, LLC |
20 W Colony Pl #170, Durham, NC 27705 |
|
91994xxxx7 |
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| Northwestern Mutual |
240 Leigh Farm Rd, Durham, NC 27707 |
|
91949xxxx9 |
a.-***********@n*****************.com |
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| Lily Wealth Partners |
555 S Mangum St Suite 100, Durham, NC 27701 |
|
98488xxxx5 |
dan*****@l*****.com |
4.5 |
8 |
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226 |
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| Peace Of Mind Wealth Management |
4101 Lake Boone Trail #111, Raleigh, NC 27607 |
|
91978xxxx6 |
doe*@p********.net |
5 |
15 |
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| Triangle Wealth Advisors |
240 Leigh Farm Rd #400, Durham, NC 27707 |
|
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aim*********@n*.com |
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362 |
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| Aria Financial Services |
240 Leigh Farm Rd Ste 400A, Durham, NC 27707 |
|
91940xxxx1 |
ale***************@n*.com |
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| Amundi US |
280 S Mangum St #301, Durham, NC 27701 |
|
91996xxxx1 |
abc*******@a*****.com |
|
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3.3 |
283 |
8612 |
|
9400 |
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| Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™ |
3100 Tower Blvd Suite 1615, Durham, NC 27707 |
|
91948xxxx1 |
a.j*********@e**********.com |
|
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|
87484 |
|
100000 |
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| Northwestern Mutual: Andrew Watkins |
240 Leigh Farm Rd #400, Durham, NC 27707 |
|
91976xxxx5 |
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| Edward Jones - Financial Advisor: Greg Archer, CFP® |
2344 Operations Dr, Suite 103, Durham, NC 27705 |
|
91938xxxx0 |
a.j*********@e**********.com |
|
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86228 |
|
17 |
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| Allworth Financial |
3917 University Dr Suite 200, Durham, NC 27707 |
|
91928xxxx0 |
all************@a****************.com |
5 |
5 |
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5373 |
47 |
5500 |
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| Hamilton Financial & Associates, Inc |
3710 University Dr #330, Durham, NC 27707 |
|
91948xxxx1 |
gar*@h******.com |
4 |
7 |
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| Fryar Financial, LLC |
3200 Croasdaile Dr, Durham, NC 27705 |
|
91932xxxx4 |
mfr***@f*************.com |
5 |
4 |
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321 |
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| Northwestern Mutual: Todd G Grantham |
240 Leigh Farm Rd #400, Durham, NC 27707 |
|
91940xxxx5 |
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| Chris Crenshaw Financial Services |
2727 University Dr, Durham, NC 27707 |
|
91949xxxx9 |
|
2.1 |
7 |
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| Virtuent Asset Management, LLC |
110 Corcoran St, Durham, NC 27701 |
|
|
inf*@v*******.com |
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| White Oak Financial Specialists, Inc. |
2530 Meridian Pkwy # 3, Durham, NC 27713 |
|
91980xxxx9 |
tim@w*********.com |
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| Vaughan-Brown Wealth Management, LLC |
|
|
91969xxxx7 |
chr**@v*******.com |
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| Phoenix Wealth Advisors |
100 Europa Dr #390, Chapel Hill, NC 27517 |
|
91992xxxx8 |
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| Carolina Wealth Partners |
50101 Governors Dr, Chapel Hill, NC 27517 |
|
88881xxxx0 |
k.-*****@c*************.com |
5 |
1 |
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| Personal Path Financial Planning |
WeWork, 110 Corcoran St 5th Floor, Durham, NC 27701 |
|
91979xxxx3 |
hel**@p*************.com |
5 |
2 |
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| Valley Peak Financial, LLC |
3616 Shannon Rd Suite 101, Durham, NC 27707 |
|
43440xxxx0 |
car***@v******************.com |
5 |
2 |
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| Altrius Capital Management |
4819 Emperor Blvd #400, Durham, NC 27703 |
|
91974xxxx7 |
aai****@a**************.com |
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| Todd Washburn Solutions LLC |
1415 W North Carolina 54 # 124, Durham, NC 27707 |
|
91940xxxx3 |
to**@t***********.com |
1 |
1 |
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| Charles Schwab |
1119 Parkside Main St #1119, Cary, NC 27519 |
|
91937xxxx1 |
app*******************@s*****.com |
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| Advising Academics |
280 S. Mangum St, 550 Diamond View II, Durham, NC 27701 |
|
80024xxxxxxx8 |
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| Hamilton Point Investment Advisors, LLC |
100 Europa Dr #425, Chapel Hill, NC 27517 |
|
91963xxxx5 |
abu***@h************.com |
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| Sycamore Financial Planning, LLC |
1005 Slater Rd #320, Durham, NC 27703 |
|
91921xxxx7 |
ans***@s************************.com |
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| Larson Financial Group - Durham |
2530 Meridian Pkwy #3054, Durham, NC 27713 |
|
91980xxxx6 |
inf********@l**************.com |
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| Meadowbrook Wealth Management - UBS Financial Services Inc. |
317 W Barbee Chapel Rd, Chapel Hill, NC 27517 |
|
91991xxxx5 |
abc*******@u**.com |
|
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| Mayflower advisors |
120 W Parrish St, Durham, NC 27701 |
|
61725xxxx7 |
ali*********@m****************.com |
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| Eton Advisors Wealth Management |
5915 Farrington Rd Ste 202, Chapel Hill, NC 27517 |
|
91944xxxx0 |
and**********@e***********.com |
|
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| Iseler Financial, LLC |
|
|
91966xxxx4 |
c18*****************************@s*****.wixpress |
|
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|
38 |
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42 |
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| Scheu Inc. |
555 S Mangum St Suite 100, Durham, NC 27701 |
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91930xxxx4 |
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| Reformation Asset Management: Real Estate Investment Division |
2634 Durham-Chapel Hill Blvd Ste. 10, Durham, NC 27707 |
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91997xxxx2 |
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5 |
1 |
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| Gordon Asset Management, LLC |
4721 Emperor Blvd Suite 250, Durham, NC 27703 |
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91931xxxx0 |
art************@w*******.com |
5 |
2 |
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36 |
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| Learn to Trade Easy with Cell Phone |
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91924xxxx5 |
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| Williamson Private Wealth Management |
2828 Pickett Rd, Suite 100, Durham, NC 27705 |
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91932xxxx8 |
aar************@r***********.com |
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17484 |
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18000 |
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| Edward Jones - Financial Advisor: Kendall Weller |
5826 Fayetteville Rd Suite 205, Durham, NC 27713 |
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91997xxxx2 |
a.j*********@e**********.com |
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19 |
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| Stalwart Financial Planning |
2530 Meridian Pkwy Suite 300, Durham, NC 27713 |
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91962xxxx7 |
inf*@s***************.com |
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5 |
14 |
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175 |
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| Woodward Financial Advisors |
1504 E Franklin St #105, Chapel Hill, NC 27514 |
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91992xxxx5 |
ari*****@w***************.com |
5 |
2 |
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5 |
9 |
78 |
3 |
83 |
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| Southern Investment Management Collective |
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91952xxxx1 |
inf*@s************.com |
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| Edward Jones - Financial Advisor: Allen B Parker, CFP®|CIMA®|CEPA® |
2816 Erwin Rd # 109, Durham, NC 27705 |
|
91938xxxx5 |
a.j*********@e**********.com |
5 |
5 |
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87483 |
|
100000 |
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| Rodney Matthews - TIAA Wealth Management Advisor |
5425 Page Rd Suite 220, Durham, NC 27703 |
|
86690xxxx4 |
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| Tucker Bria Wealth Strategies |
3100 Tower Blvd, Durham, NC 27707 |
|
91938xxxx0 |
chr****************@t*********.com |
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6 |
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| Wells Fargo Advisors |
3415 WESTGATE DR, DURHAM, NC 27707 |
|
91948xxxx5 |
aar**********@w*********.com |
3 |
1 |
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153332 |
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11 |
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| Edward Jones - Financial Advisor: Tamra K Ellis |
1530 N Gregson St SUITE 3A, Durham, NC 27701 |
|
91947xxxx4 |
a.j*********@e**********.com |
5 |
2 |
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87483 |
|
100000 |
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