| Thrive Wealth Strategies |
346 Commercial Street, Boston, MA 02109 |
|
86068xxxx8 |
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5 |
1 |
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| Crestwood Advisors |
One Liberty Sq Suite 500, Boston, MA 02109 |
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61752xxxx0 |
abe**@c****************.com |
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| Great Point Wealth Advisors, LLC |
One International Pl 45th Floor, Boston, MA 02110 |
|
61758xxxx0 |
bra*@g***************.com |
5 |
1 |
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| CW Advisors |
155 Seaport Blvd, Boston, MA 02210 |
|
61742xxxx0 |
com*******@c*************.com |
3.7 |
3 |
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| Morgan Stanley Financial Advisors |
28 State St 34th Floor, Boston, MA 02109 |
|
61757xxxx0 |
acm***********@m************.com |
4 |
4 |
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| Valor Wealth Partners |
100 Cambridge St 14th floor, Boston, MA 02114 |
|
61764xxxx0 |
doe****@v******************.com |
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123 |
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| Reynders Mc Veigh Capital Management |
121 High St, Boston, MA 02110 |
|
61722xxxx9 |
ab@r**************.com |
4.3 |
3 |
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| Welch & Forbes LLC |
45 School St, Boston, MA 02108 |
|
61752xxxx5 |
asi********@w**********.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Maxwell Dobrushkin |
1414 Massachusetts Ave, Cambridge, MA 02138 |
|
61758xxxx8 |
al_********@m*.com |
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| Merrill Lynch Financial Advisor Andrew H. Zimmerman |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx6 |
ale*********@m*.com |
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| McAdam Financial |
101 Federal St #1900, Boston, MA 02110 |
|
85726xxxx9 |
aar**@m*******.com |
5 |
86 |
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254 |
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| Merrill Lynch Financial Advisor Michael A Venezia |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx0 |
ale*********@m*.com |
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| Sandra Cullen - TIAA Wealth Management Advisor |
97 Mt Auburn St, Cambridge, MA 02138 |
|
86684xxxx4 |
acc**********@t***.org |
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90970 |
524 |
91000 |
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| Rick Bellew - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx6 |
rbc*********@r**.com |
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| Hind Azzaoui |
30 Brattle St, Cambridge, MA 02138 |
|
61748xxxx0 |
abc*******@c***********.com |
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| Merrill Lynch Wealth Management |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx0 |
bro*********@m*.com |
3 |
2 |
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| Jason Bertsch - TIAA Wealth Management Advisor |
97 Mt Auburn St, Cambridge, MA 02138 |
|
86684xxxx4 |
acc******************@t***.org |
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90970 |
524 |
91000 |
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| Sandy Leith - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx8 |
wms**********@r**.com |
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14811 |
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16000 |
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| Financial Architects Partners |
265 Franklin St, Boston, MA 02110 |
|
61725xxxx0 |
cdo***@f*****.com |
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| Woodstock Corp |
101 Arch St #1000, Boston, MA 02110 |
|
61722xxxx0 |
ada****@w************.com |
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| Merrill Lynch Wealth Management |
440 Boylston St, Boston, MA 02116 |
|
61769xxxx6 |
ale*********@m*.com |
1 |
1 |
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| Bessemer Trust Private Wealth Management Boston MA |
Two International Place, International Pl 22nd floor, Boston, MA 02110 |
|
61727xxxx0 |
Leg**@B*******.com |
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| Single Point Partners |
277 Dartmouth St, Boston, MA 02116 |
|
61760xxxx0 |
abr****************@s****.com |
5 |
12 |
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21 |
4 |
26 |
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| Northeast Investment Management, Inc. |
100 High St Suite 1000, Boston, MA 02110 |
|
61752xxxx8 |
bwa**@n**************.com |
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| Kevin MacIntyre - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx9 |
wms**********@r**.com |
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14811 |
|
16000 |
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| Boston Capital Wealth Management of Raymond James |
225 Franklin Street, Boston, MA 2110 |
|
88879xxxx8 |
aar************@r***********.com |
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| RBC Wealth Management Branch - Boston |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx0 |
wms**********@r**.com |
3 |
2 |
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14777 |
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16000 |
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| Addend Capital Management |
75 State St Suite 100, Boston, MA 02109 |
|
51043xxxx2 |
inf*@a*****.com |
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500 |
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536 |
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| Solari Financial Planning, LLC |
10 Post Office Square 8th floor, Boston, MA 02109 |
|
60347xxxx8 |
eli******@s**************.com |
5 |
4 |
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| CPMR Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx9 |
abc*******@u**.com |
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| TFC Financial Management, Inc. |
260 Franklin St #1888, Boston, MA 02110 |
|
61721xxxx0 |
bha****@t***********.com |
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| Atwater Wealth Management: Caroline A. Gaffney, CFP , CFA |
176 Federal St, Boston, MA 02110 |
|
61772xxxx9 |
cga*****@a************.com |
5 |
1 |
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| Greg Kelley - RBC Wealth Management Financial Advisor |
75 State St Suite 1700, Boston, MA 02109 |
|
61772xxxx9 |
gra**********@r**.com |
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46 |
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48 |
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| Money Management International |
101 Federal St, Boston, MA 02110 |
|
61742xxxx8 |
ada********@m**************.org |
4.7 |
6 |
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26679 |
2 |
27105 |
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| UBS Private Wealth Management |
200 Clarendon St, Boston, MA 02116 |
|
61724xxxx0 |
aar*******@u**.com |
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229809 |
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| Danforth Wealth Management - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
97853xxxx1 |
abc*******@u**.com |
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| McLaughlin Wealth Management Partners - UBS Financial Services Inc. |
One Post Office Square, 1 Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx1 |
abc*******@u**.com |
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| Tyler Ash - TD Wealth Relationship Manager |
200 State St 8th Fl, Boston, MA 02109 |
|
61731xxxx5 |
abc*******@t*.com |
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842957 |
7457 |
848000 |
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| Atrium on Commonwealth |
1079 Commonwealth Ave, Boston, MA 02215 |
|
61778xxxx9 |
|
2 |
34 |
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| Martinelli Wealth Management - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx2 |
abc*******@u**.com |
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| The Seidman and Bevis Group - UBS Financial Services Inc. |
One Post Office Square, 35th Floor, Boston, MA 02109 |
|
61724xxxx1 |
abc*******@u**.com |
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| Heather Martin - TIAA Financial Consultant |
97 Mt Auburn St, Cambridge, MA 02138 |
|
86684xxxx4 |
acc**********@t***.org |
4 |
1 |
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|
90970 |
524 |
91000 |
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| Lake Street Advisors |
155 Federal St # 502, Boston, MA 02110 |
|
61730xxxx0 |
ali***@l*****************.com |
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| Denman Drapkin Group at Compass |
1100 Massachusetts Ave 1st floor, Cambridge, MA 02138 |
|
61765xxxx9 |
com*******@c*******.com |
5 |
93 |
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4.9 |
62 |
810 |
173 |
872 |
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| Anchor Capital Advisors LLC |
Two International Place, Boston, MA 02110 |
|
61733xxxx0 |
aca@a************.com |
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| Harris Wealth Management - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61726xxxx9 |
abc*******@u**.com |
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| Daniel Hall - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dah***@a***.com |
5 |
1 |
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| Collingwood Wealth Management |
90 Canal St Suite 400, Boston, MA 02114 |
|
61784xxxx5 |
dav************@c****************.com |
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| Martinelli Wealth Management - UBS Financial Services Inc. |
1 Post Office Sq Fl 35, Boston, MA 02109 |
|
61743xxxx2 |
abc*******@u**.com |
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| Little McLeod Valentine Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61726xxxx9 |
abc*******@u**.com |
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| Keenan Financial |
11 Beacon St 13th Floor, Boston, MA 02108 |
|
97827xxxx3 |
ben***********@k**************.com |
5 |
1 |
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5 |
10 |
342 |
|
349 |
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| Boston Financial Management |
255 State St, Boston, MA 02109 |
|
61733xxxx8 |
abb**@b********.com |
5 |
1 |
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87 |
46 |
116 |
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| Wellington Management Company, LLP |
280 Congress St, Boston, MA 02210 |
|
61795xxxx0 |
ais****@w*********.com |
4.2 |
6 |
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| Puneet Singh |
30 Brattle St, Cambridge, MA 02138 |
|
|
abc*******@c***********.com |
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| Zevin Asset Management |
2 Oliver St Suite 806, Boston, MA 02109 |
|
87751xxxx5 |
ben@z****.com |
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| South End Wealth Management - Ameriprise Financial Services, LLC |
546 Tremont St, Boston, MA 02116 |
|
61742xxxx6 |
bri***************@a***.com |
|
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|
189 |
8 |
190 |
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| Darrow Wealth Management |
22 Boston Wharf Rd 7th floor, Boston, MA 02210 |
|
61733xxxx0 |
adi@d*********************.com |
|
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55 |
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| Ernie Joseph - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx0 |
wms**********@r**.com |
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14640 |
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16000 |
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| Amy Scarborough - TIAA Financial Consultant |
97 Mt Auburn St, Cambridge, MA 02138 |
|
86684xxxx4 |
acc**********@t***.org |
5 |
1 |
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90970 |
524 |
91000 |
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| Bolvin Wealth Management Group Inc |
31 Milk St #203, Boston, MA 02109 |
|
61734xxxx4 |
bil************@b***********.com |
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| Master The Time |
1953 Massachusetts Ave Box 400999, Cambridge, MA 02140 |
|
61729xxxx2 |
inf*@m************.com |
4.8 |
12 |
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| Eaton Vance |
1 Post Office Square, Boston, MA 02110 |
|
61748xxxx0 |
aa@e*********.com |
5 |
2 |
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113358 |
3087 |
131000 |
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| Harris Wealth Management - UBS Financial Services Inc. |
1 Post Office Sq Fl 35, Boston, MA 02109 |
|
61726xxxx9 |
abc*******@u**.com |
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| Veritas Boston Wealth Management |
1050 Hingham St, Rockland, MA 02370 |
|
61724xxxx3 |
inf*@v************.com |
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| BRIDGE Wealth Management |
60 State St Floor 21, Boston, MA 02109 |
|
61791xxxx6 |
dns*****@a***.com |
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| Howland Capital Management |
75 Federal St Suite 1100, Boston, MA 02110 |
|
61735xxxx0 |
and***@h*************.com |
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| Mission Wealth |
225 Franklin St 26th Floor, Boston, MA 02110 |
|
61775xxxx1 |
ach****@m************.com |
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| Tufts University Finance Division |
169 Holland St # 3, Somerville, MA 02144 |
|
61762xxxx0 |
aeg***************@e****.tufts |
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63013 |
118361 |
69000 |
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| Artemis Financial Advisors |
115 Newbury St, Boston, MA 02116 |
|
61754xxxx0 |
agu******@a**************.com |
5 |
3 |
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144 |
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152 |
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| Mayflower Advisors LLC |
265 Franklin St #4, Boston, MA 02110 |
|
61725xxxx7 |
ali*********@m****************.com |
5 |
2 |
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| BRIDGE Wealth Management - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx5 |
dns*****@a***.com |
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80 |
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81 |
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| Fiduciary Trust Company |
53 State St, Boston, MA 02109 |
|
61748xxxx0 |
a.b*****@f**************.com |
5 |
2 |
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| Scott Grenert - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx8 |
jef**********@r**.com |
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| Merrill Lynch Private Wealth Advisor Thomas F McConnell |
100 Federal St, Boston, MA 02110 |
|
61794xxxx1 |
ale*********@m*.com |
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| Bellew Wealth Management Group |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx6 |
wms**********@r**.com |
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14811 |
|
16000 |
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| Merrill Lynch Financial Advisor Aviv Hod |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx2 |
ale*********@m*.com |
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| Bollard Group |
1 Joy St, Boston, MA 02108 |
|
61753xxxx9 |
ana******************@b******.com |
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| Ironside Wealth Management - Morgan Stanley |
28 State St 26th Floor, Boston, MA 02109 |
|
61757xxxx0 |
acm***********@m************.com |
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| Juleby Hirsch - TIAA Wealth Management Advisor |
97 Mt Auburn St, Cambridge, MA 02138 |
|
86684xxxx4 |
acc**********@t***.org |
5 |
1 |
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|
90970 |
524 |
91000 |
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| Michael Mackintire of Janney Montgomery Scott LLC |
60 State St Suite 1350, Boston, MA 02109 |
|
61737xxxx4 |
aal******@j*****.com |
5 |
1 |
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| Flagship Harbor Advisors |
346 Commercial Street, Boston, MA 02109 |
|
85735xxxx9 |
aba*****@f*************.com |
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| Molly Solari - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx1 |
lia********@r**.com |
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53 |
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59 |
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| Merrill Lynch Financial Advisor Sean Kolloff |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx4 |
ale*********@m*.com |
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| Industrial Economics Inc |
2067 Massachusetts Ave, Cambridge, MA 02140 |
|
61735xxxx4 |
aag*****@i******.com |
4.7 |
3 |
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| Optio Wealth Management Group - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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| Windham Capital Management |
1 Federal St, Boston, MA 02110 |
|
61741xxxx0 |
ako****@w*************.com |
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| AA Management |
1056 Commonwealth Ave, Boston, MA 02215 |
|
61738xxxx9 |
aam*********@g****.com |
1.8 |
5 |
|
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298 |
32 |
297 |
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| Merrill Lynch Financial Advisor Ari Stern Weber |
100 Federal St 16th Floor, Boston, MA 02110 |
|
61794xxxx0 |
ann********@m*.com |
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| The Boston Company Asset Management |
BNY Mellon Center, 1 Boston Place, Boston, MA 02108 |
|
61772xxxx9 |
ab@t***************.com |
5 |
2 |
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| Ryan Jordan - TIAA Wealth Management Advisor |
225 Franklin St Suite 2310, Boston, MA 02110 |
|
87755xxxx2 |
acc**********@t***.org |
|
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90955 |
525 |
91000 |
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| Merrill Lynch Financial Advisor Robert A. White |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx9 |
ale*********@m*.com |
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| David Poulin - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx8 |
rbc*********@r**.com |
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| Timber Creek Capital Management LLC |
44 School St 410 F4, Boston, MA 02108 |
|
61772xxxx5 |
b.b****@t******************.com |
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| Heritage Financial Services |
100 Lowder Brook Dr Ste 1000, Westwood, MA 02090 |
|
78122xxxx4 |
aal*******@h****************.net |
5 |
2 |
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266 |
3 |
269 |
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| Bernstein Private Wealth Management |
53 State St, Boston, MA 02109 |
|
61778xxxx0 |
aak********@b********.com |
|
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6900 |
240 |
7029 |
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| The Harborside Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx3 |
abc*******@u**.com |
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| Aureus Asset Management |
1 Winthrop Square, Boston, MA 02110 |
|
61772xxxx0 |
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| Sunwealth |
2067 Massachusetts Ave Suite 540, Cambridge, MA 02140 |
|
61775xxxx2 |
ada***@s********.com |
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| Impact Private Wealth Group |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx2 |
gab**************@r**.com |
|
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2 |
|
2 |
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| Churchill Management Group - Boston |
101 Federal St #1900, Boston, MA 02110 |
|
91790xxxx1 |
ach*@c******************.com |
|
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221 |
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| Pinney & Scofield, Inc. |
22 Hilliard St, Cambridge, MA 02138 |
|
61749xxxx3 |
cor******@p****************.com |
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| Forensic Accounting Corp |
1 Mifflin Pl, Cambridge, MA 02138 |
|
61743xxxx0 |
inf*@f*********************.com |
5 |
1 |
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| Singletary Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx6 |
abc*******@u**.com |
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| Sentry Hill Financial Advisors |
1 Beacon St Ste 25B, Boston, MA 02108 |
|
61753xxxx4 |
acc******@n*.com |
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|
|
| Merrill Lynch Financial Advisor Chris Hayden |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx3 |
ale*********@m*.com |
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|
| Paceline Wealth Management |
50 Milk St 16th floor, Boston, MA 02110 |
|
61744xxxx2 |
jbo***@p*************.com |
5 |
3 |
|
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52 |
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53 |
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|
| Darrow Wealth Management |
200 Reservoir St Ste 303, Needham, MA 02494 |
|
97836xxxx4 |
aid**@d*********************.com |
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|
| The Greater Boston Group - Morgan Stanley |
28 State St 26th Floor, Boston, MA 02109 |
|
61758xxxx8 |
acm***********@m************.com |
|
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|
| Richard Getz Associates, Inc. |
17 Story St, Cambridge, MA 02138 |
|
61754xxxx8 |
acc*******@g*************.com |
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|
| Merrill Berkery |
1100 Massachusetts Ave, Cambridge, MA 02138 |
|
61778xxxx0 |
bri********@n********.com |
4.8 |
22 |
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|
| Gary Bruno - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx6 |
|
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|
| Rutabaga Capital Management |
64 Broad St # 300, Boston, MA 02109 |
|
61720xxxx0 |
bre**@r**************.com |
|
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|
| General Catalyst |
20 University Rd 4th floor, Cambridge, MA 02138 |
|
61723xxxx0 |
abc****@g**************.com |
5 |
1 |
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|
|
| Merrill Lynch Financial Advisor Mary B Mullin |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx8 |
ale*********@m*.com |
5 |
1 |
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| Boston Financial |
225 Franklin St 28th Floor, Boston, MA 02110 |
|
80078xxxx0 |
bos************@b***.com |
3.7 |
3 |
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| The Heights Group - Morgan Stanley |
28 State St 26th Floor, Boston, MA 02109 |
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61747xxxx8 |
acc**********@m************.com |
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| The Bank Of New York Mellon |
1 Boston Pl Ste 2200, Boston, MA 02108 |
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61772xxxx0 |
ada********@b********.com |
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| Silvercrest Asset Management |
30 Rowes Wharf # 410, Boston, MA 02110 |
|
61729xxxx0 |
aba*****@s***************.com |
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| Claro Advisors |
100 High St Suite 950, Boston, MA 02110 |
|
80060xxxx8 |
aca*****@c************.com |
5 |
20 |
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93 |
1 |
95 |
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| Goldman Sachs & Co |
125 High St #1700, Boston, MA 02110 |
|
61720xxxx0 |
aar***********@g***********.com |
3 |
6 |
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264198 |
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306000 |
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| McGovern Financial Management of Janney Montgomery Scott LLC |
60 State St Suite 1350, Boston, MA 02109 |
|
61737xxxx5 |
acr*******@j*****.com |
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106 |
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| Alibrandi Wealth Management - UBS Financial Services Inc. |
One Post Office Square 35th Floor, Boston, MA 02109 |
|
61724xxxx7 |
abc*******@u**.com |
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| Independent Financial Advisor Tim Hayes |
39 Braddock Park, Boston, MA 02116 |
|
50827xxxx7 |
tim******@c****************.com |
5 |
3 |
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72 |
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77 |
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| GW&K Investment Management |
222 Berkeley St #15, Boston, MA 02116 |
|
61723xxxx0 |
ade****@g********.com |
5 |
1 |
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| The MPD Boston Harbor Wealth Management Group - Morgan Stanley |
28 State St 27th Floor, Boston, MA 02109 |
|
61758xxxx7 |
acc**********@m************.com |
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| Aspiriant Wealth Management |
800 Boylston St Suite 16042, Boston, MA 02199 |
|
61720xxxx0 |
aa@a********.com |
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4.9 |
23 |
128 |
14 |
148 |
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| Silvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital |
867 Boylston St 5th Floor #1518, Boston, MA 02116 |
|
78138xxxx9 |
doe****@m************.com |
5 |
7 |
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| TIAA Financial Services |
97 Mt Auburn St, Cambridge, MA 02138 |
|
86684xxxx4 |
acc**********@t***.org |
5 |
2 |
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90970 |
524 |
91000 |
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| Greer-Rodriguez Advisors - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx2 |
abc*******@u**.com |
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| The Patriots Hill Wealth Management Group - Morgan Stanley |
28 State St 26th Floor, Boston, MA 02109 |
|
61758xxxx1 |
acm***********@m************.com |
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| Hoy/Sherwood Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square 35th Floor, Boston, MA 02109 |
|
61724xxxx6 |
abc*******@u**.com |
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| Maryanne Waldman - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx8 |
wms**********@r**.com |
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14802 |
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16000 |
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| The Carroll Wealth Management Team - Morgan Stanley |
28 State St 34th FL, Boston, MA 02109 |
|
61747xxxx1 |
acc**********@m************.com |
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| Alex Davis - RBC Wealth Management Financial Advisor |
75 State St Ste 1700, Boston, MA 02109 |
|
61772xxxx1 |
gra**********@r**.com |
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46 |
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48 |
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| Merrill Lynch Financial Advisor Patrick Malone |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx0 |
ale*********@m*.com |
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| The de Burlo Group, Inc. |
50 Federal St #802, Boston, MA 02110 |
|
61748xxxx5 |
a.s*****@d***********.com |
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| Hargadon Wealth Management - UBS Financial Services Inc. |
One Post Office Square 35th Floor, Boston, MA 02109 |
|
61724xxxx1 |
acc***************@u**.com |
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| Hajiani CPA LLC |
697 Broadway #5, Somerville, MA 02144 |
|
61751xxxx6 |
al@a********.com |
4.9 |
41 |
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| Walcott Corporation |
1050 Commonwealth Ave, Boston, MA 02215 |
|
61727xxxx7 |
inf*@w**********.com |
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| Boston Portfolio Advisers, LLC |
6 Beacon St #725, Boston, MA 02108 |
|
61722xxxx7 |
inf*@b**********************.com |
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| Merrill Lynch Private Wealth Management |
1 Federal St, Boston, MA 02110 |
|
61794xxxx0 |
ale*********@m*.com |
5 |
1 |
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| Charles Schwab |
127 Congress St Floor 1, Boston, MA 02110 |
|
61721xxxx0 |
app*******************@s*****.com |
3.8 |
8 |
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| Merrill Lynch Financial Advisor Todd M Kobelski |
1414 Massachusetts Ave, Cambridge, MA 02138 |
|
61758xxxx7 |
al_********@m*.com |
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| Merrill Lynch Financial Advisor Brian Callahan |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx3 |
ale*********@m*.com |
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| The Boston Collective Group - Morgan Stanley |
28 State St 35th Fl, Boston, MA 02109 |
|
61757xxxx6 |
acm***********@m************.com |
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| Panagora Asset Management |
1 International Pl, Boston, MA 02110 |
|
61743xxxx0 |
aam********@p*******.com |
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| Harvard Management Co |
600 Atlantic Ave #1500, Boston, MA 02210 |
|
61752xxxx0 |
aa@f**.harvard |
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| Baum Wealth Advisors - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx6 |
d.b***@a***.com |
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52 |
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57 |
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| Heritage Financial Services, LLC |
600 Unicorn Park Dr Ste 203, Woburn, MA 01801 |
|
78161xxxx9 |
aal*******@h****************.net |
4.5 |
2 |
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266 |
3 |
269 |
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| First Republic Bank |
47 Brattle St, Cambridge, MA 02138 |
|
61721xxxx8 |
aa@f************.com |
5 |
1 |
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| David Messaline - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx2 |
rbc*********@r**.com |
|
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|
14777 |
|
16000 |
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| Breckinridge Capital Advisors |
125 High St, Boston, MA 02110 |
|
61744xxxx9 |
aab********@b***********.com |
5 |
1 |
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|
| William Swenson - TIAA Wealth Management Advisor |
97 Mt Auburn St, Cambridge, MA 02138 |
|
86684xxxx4 |
acc**********@t***.org |
|
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|
90970 |
524 |
91000 |
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| Baystate Financial |
1 Marina Park Drive 16th Floor, Boston, MA 02210 |
|
61758xxxx0 |
aac*****@b****************.com |
3.4 |
5 |
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| Carson Wealth |
100 Summer St Suite 1600, Boston, MA 02110 |
|
88844xxxx5 |
abr****@c***********.com |
5 |
25 |
|
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|
2046 |
53 |
2300 |
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| Susan Plunkett - TIAA Wealth Management Advisor |
225 Franklin St Suite 2310, Boston, MA 02110 |
|
87755xxxx2 |
acc**********@t***.org |
|
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|
90970 |
524 |
91000 |
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| Boston Capital Wealth Management of Raymond James |
225 Franklin St, Boston, MA 02110 |
|
88879xxxx8 |
aar************@r***********.com |
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| Bain Capital |
200 Clarendon St, Boston, MA 02116 |
|
61751xxxx0 |
aag*****@b**********.com |
4.3 |
7 |
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| Merrill Lynch Financial Advisor Elaine W Uttaro |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx6 |
ale*********@m*.com |
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|
| The Swett Wealth Management Group of UBS |
1 Post Office Square 36th floor, Boston, MA 02109 |
|
61743xxxx4 |
and*****************@u**.com |
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|
| Iclubcentral Inc. |
1430 Massachusetts Ave, Cambridge, MA 02138 |
|
61749xxxxxxx7 |
apo*******@i****.com |
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|
415 |
|
450 |
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| Northwestern Mutual: Civic Financial |
20 Newbury St floor 3, Boston, MA 02116 |
|
61740xxxx1 |
acc******@n*.com |
5 |
11 |
|
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|
152 |
3 |
157 |
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|
| LEVATUS Wealth Services |
115 Newbury St Ste 503, Boston, MA 02116 |
|
61750xxxx0 |
jdo*@l************.com |
5 |
3 |
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|
| Fidelity Investments - Corporate Office |
245 Summer St, Boston, MA 02210 |
|
80034xxxx8 |
a61****@f*******.com |
3.7 |
60 |
|
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|
317729 |
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|
| Commonwealth Financial Group |
280 Congress St #1300, Boston, MA 02210 |
|
61743xxxx9 |
con*******@f*************.com |
5 |
3 |
|
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|
572 |
18 |
614 |
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|
| Lazard Asset Management |
222 Berkeley St suite 1100-b, Boston, MA 02116 |
|
61728xxxx0 |
a.m*****@l********.com |
5 |
1 |
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|
| Merrill Lynch Wealth Management Advisor Cary W Florio |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx3 |
ale*********@m*.com |
|
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|
| Atwater Wealth Management |
176 Federal St 5th Fl, Boston, MA 02110 |
|
61772xxxx9 |
cga*****@a************.com |
|
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|
| RLT Wealth Management - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
bry********@a***.com |
|
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| AEW Capital Management |
2 Seaport Ln, Boston, MA 02210 |
|
61726xxxx0 |
aab*****@a**.com |
3.4 |
5 |
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| Ropes Wealth Advisors |
800 Boylston St, Boston, MA 02199 |
|
61795xxxx0 |
bre*********@r**********.com |
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| Kolton Wood Wealth Management - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx7 |
abc*******@u**.com |
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| Lebed Asset Management |
6 Beacon St # 925, Boston, MA 02108 |
|
61772xxxx2 |
jay@l*********.com |
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| Windsor Private Wealth, LLC |
125 High St Suite 220, Boston, MA 02110 |
|
85732xxxx0 |
hen**@w********.com |
5 |
1 |
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| Winthrop Wealth |
109 State St, Boston, MA 02109 |
|
61753xxxx0 |
ala***********@w*************.com |
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212 |
7 |
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| Appleton Partners Inc |
1 Post Office Square, Boston, MA 02109 |
|
61733xxxx0 |
acl****@a***************.com |
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| Venly, Inc. |
810 Memorial Dr, Cambridge, MA 02139 |
|
61737xxxx3 |
d_j***@v****.com |
4.9 |
13 |
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334 |
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327 |
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| Cabot Properties Inc |
1 Beacon St # 2800, Boston, MA 02108 |
|
61772xxxx0 |
aeb****@c********.com |
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| The Gold Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square, 1 Post Office Square 35th Floor, Boston, MA 02109 |
|
61726xxxx2 |
acc***************@u**.com |
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| The Boston Group at Morgan Stanley |
125 High St 24th fl, Boston, MA 02110 |
|
61747xxxx0 |
acm***********@m************.com |
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| Loring Wolcott & Coolidge |
230 Congress St #12, Boston, MA 02110 |
|
61752xxxx1 |
ahi****@l********.com |
5 |
2 |
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| Crossharbor Capital Partners |
1 Boston Pl Unit 2310, Boston, MA 02108 |
|
61762xxxx0 |
a.b*********@c*****************.com |
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| BMO Capital Markets |
100 High St #26, Boston, MA 02110 |
|
61796xxxx4 |
a.-*****@b****.com |
1.7 |
3 |
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| J P Marvel Wealth Management |
265 Franklin St # 902, Boston, MA 02110 |
|
61734xxxx4 |
inf*@j*******.com |
1 |
1 |
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| Morgan Stanley Private Wealth Advisors |
28 State St 34th Floor, Boston, MA 02109 |
|
61747xxxx0 |
aal*******@m************.com |
4 |
1 |
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113334 |
3091 |
131000 |
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| Boston Trust Walden Company |
1 Beacon St 34th Floor, Boston, MA 02108 |
|
61772xxxx0 |
aau*******@b****************.com |
3.7 |
3 |
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| Swett Wealth Management - UBS Financial Services Inc. |
One Post Office Square, 35th Floor, Boston, MA 02109 |
|
61743xxxx4 |
abc*******@u**.com |
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| Munroe Morrow Wealth Management |
346 Commercial Street, Boston, MA 02109 |
|
61760xxxx8 |
bri*****@m*****************.com |
4.7 |
15 |
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| Highland Peak Wealth |
101 Federal St, Boston, MA 02110 |
|
61752xxxx0 |
and*********@f*************.com |
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| CAPTRUST |
1 Liberty Sq 13th Floor, Boston, MA 02109 |
|
61734xxxx0 |
aar*********@c*******.com |
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445 |
62 |
569 |
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| Keith Gaffney - TIAA Wealth Management Advisor |
225 Franklin St Suite 2310, Boston, MA 02110 |
|
87755xxxx2 |
acc**********@t***.org |
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90955 |
525 |
91000 |
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| Green Eagle Wealth Management Llc |
44 School St Ste 200, Boston, Ma 02108 |
|
85735xxxx4 |
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| Timbuktu Capital Management, LLC |
177 Huntington Ave 17th floor, Boston, MA 02115 |
|
85745xxxx0 |
c.n******@t**************.com |
5 |
4 |
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5 |
15 |
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348 |
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| The Dillon Group - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx5 |
abc*******@u**.com |
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| Advantage Real Estate |
1066 Commonwealth Ave, Boston, MA 02215 |
|
61760xxxx0 |
ama***@a******.com |
4.6 |
40 |
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298 |
32 |
297 |
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| PNC Private Bank |
2 International Pl 29th Floor, Boston, MA 02110 |
|
88876xxxx6 |
aar******@p**.com |
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351773 |
9142 |
354000 |
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| Monarch Partners Asset Management Llc - |
2 International Pl 25th floor, Boston, MA 02110 |
|
61741xxxx2 |
axx@m**************.com |
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| Portolan Capital Management |
2 International Pl 26th Floor, Boston, MA 02110 |
|
61775xxxx0 |
bbr****@p*******.com |
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| Merrill Lynch Financial Advisor Brendan Callahan |
1414 Massachusetts Ave, Cambridge, MA 02138 |
|
61749xxxx5 |
al_********@m*.com |
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| The City Point Wealth Management Group - Morgan Stanley |
28 State St 26th Fl, Boston, MA 02109 |
|
61794xxxx1 |
acc**********@m************.com |
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| John Hancock Investment Management |
197 Clarendon St, Boston, MA 02116 |
|
80022xxxx0 |
aar**@j************.com |
1.9 |
9 |
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| Citizens - Banking & Wealth Center |
99 High St, Boston, MA 02110 |
|
61785xxxx1 |
abc*******@c***********.com |
4 |
4 |
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180612 |
|
183000 |
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| Stockwell Wealth Management |
16 Chestnut St, Boston, MA 02108 |
|
61724xxxx0 |
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| B. Riley Wealth Management |
260 Franklin St, Boston, MA 02110 |
|
61743xxxx9 |
aal*******@b***********.com |
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| Zalcman Neill Wealth Management Group |
One Post Office Square 34th Floor, Boston, MA 02109 |
|
61743xxxx1 |
aar*******@u**.com |
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230308 |
|
243000 |
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| Merrill Lynch Financial Advisor Albert Dobrushkin |
1414 Massachusetts Ave, Cambridge, MA 02138 |
|
61758xxxx5 |
al_********@m*.com |
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| Congress Asset Management Co |
2 Seaport Ln floor 5, Boston, MA 02210 |
|
61742xxxx0 |
afe*****@c************.com |
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| Concierge Wealth Management |
346 Commercial Street, Boston, MA 02109 |
|
61760xxxx6 |
jb@c**********.com |
5 |
13 |
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| Manulife Asset Management LLC |
101 Huntington Ave, Boston, MA 02199 |
|
61737xxxx0 |
|
3 |
2 |
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| Weiss Asset Management LP |
222 Berkeley St, Boston, MA 02116 |
|
61777xxxx0 |
aar**@w*********.com |
5 |
1 |
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| Beaumont Capital Management |
125 Newbury St 4th floor, Boston, MA 02116 |
|
88877xxxx5 |
aar******@i********.com |
5 |
1 |
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| Steward Partners |
1 International Pl #3210, Boston, MA 02110 |
|
61737xxxx2 |
aar***********@s**************.com |
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| Prio Wealth, LP |
265 Franklin St Suite 2001, Boston, MA 02110 |
|
61722xxxx0 |
ake***@p*********.com |
5 |
1 |
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5 |
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5 |
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| Trillium Asset Management |
60 South St, Boston, MA 02111 |
|
61742xxxx5 |
ajo*******@t*************.com |
5 |
2 |
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| Bessemer Trust Private Wealth Management Boston MA |
2 International Pl 22nd Fl, Boston, MA 02110 |
|
61727xxxx0 |
Leg**@B*******.com |
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| Winthrop Wealth |
109 State St 2nd floor, Boston, MA 02109 |
|
61753xxxx0 |
ala***********@w*************.com |
1 |
1 |
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222 |
13 |
254 |
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| Ellen Takagi - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx3 |
lia********@r**.com |
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53 |
|
59 |
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| David Almquist - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx8 |
rbc*********@r**.com |
|
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|
14811 |
|
16000 |
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| Beyond Your Hammock |
50 Milk St 16th floor, Boston, MA 02109 |
|
61744xxxx1 |
eri*@b****************.com |
5 |
22 |
|
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|
906 |
100 |
940 |
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| Rockefeller Capital Management |
99 High St Floor 17, Boston, MA 02110 |
|
85750xxxx2 |
aab******@r*****.com |
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| RBC Wealth Management |
One Beacon St Ste 24, Boston, MA 02108 |
|
61772xxxx0 |
rbc*********@r**.com |
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| Thayer & Associates |
1812 Massachusetts Ave, Cambridge, MA 02140 |
|
61735xxxx0 |
bba****@t***************.com |
2.8 |
22 |
|
|
3.2 |
14 |
154 |
|
179 |
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| Cambridge Trust |
1336 Massachusetts Ave, Cambridge, MA 02138 |
|
61744xxxx5 |
abu*******@c*************.com |
3.4 |
14 |
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| Riesenberger Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx1 |
abc*******@u**.com |
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| True North Wealth Management - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx1 |
acc***************@u**.com |
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| William Blair |
125 High Street, Oliver Street Tower, Suite 1901, Boston, MA 02110 |
|
61723xxxx0 |
aag*****@w***********.com |
|
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|
1905 |
284 |
1900 |
|
|
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| Wainwright Investment Counsel, LLC |
201 Washington St #41, Boston, MA 02108 |
|
61753xxxx0 |
agu***@w**********.com |
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| Boston, MA Private Wealth Management - UBS Financial Services Inc. |
One Post Office Square 33rd floor, Boston, MA 02109 |
|
80022xxxx5 |
ade********@u**.com |
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| Nextgen Realty |
1243 Commonwealth Ave, Allston, MA 02134 |
|
61720xxxx0 |
aas****@n************.com |
4.6 |
434 |
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14241 |
160 |
14000 |
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| Lewin Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx2 |
abc*******@u**.com |
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| Acadian Asset Management LLC |
260 Franklin St, Boston, MA 02110 |
|
61785xxxx0 |
aa@a************.com |
3.7 |
3 |
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| Byrne Wealth Management Group - Morgan Stanley |
28 State St 34th Floor, Boston, MA 02109 |
|
61747xxxx0 |
acm***********@m************.com |
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| Polaris Capital Management, LLC |
121 High St, Boston, MA 02110 |
|
61795xxxx5 |
aho********@p*************.com |
3 |
2 |
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| Wealth Effects |
265 Franklin St #1702, Boston, MA 02110 |
|
61746xxxx0 |
jsm***@w********.com |
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29 |
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34 |
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| North Bridge Wealth Management Group - Morgan Stanley |
28 State St 26th Floor, Boston, MA 02109 |
|
61758xxxx9 |
acm***********@m************.com |
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| Sweeney Wealth Management Group |
1 International Pl #3210, Boston, MA 02110 |
|
61737xxxx2 |
bet*********@s**************.com |
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10516 |
19 |
10000 |
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| Beacon Investment Management |
1 India St #205, Boston, MA 02109 |
|
61735xxxx6 |
bmc****@b****************.com |
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| TwinFocus |
Heritage on the Garden, 75 Park Plaza, Boston, MA 02116 |
|
61772xxxx0 |
abi****@t********.com |
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| Manulife Investment Management |
Stephen L Brown, 197 Clarendon St, Boston, MA 02116 |
|
61737xxxx0 |
abd************@m*********.com |
3 |
2 |
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| Chestnut Hill Wealth Management Group |
1 Beacon St 15th floor, Boston, MA 02108 |
|
61784xxxx1 |
dav*********@c****.com |
1 |
1 |
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| Mainsail Advisor Group, LLC |
667 Somerville Ave, Somerville, MA 02143 |
|
61769xxxx5 |
cin**@m*******************.com |
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| Sandra Gilpatrick, CFP®, Wealth Consultant |
101 Federal St, Boston, MA 02110 |
|
61731xxxx5 |
san**************@l**.com |
5 |
7 |
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| Radius Wealth Management & Financial Advisor in Duxbury |
1 Washington Mall #1095, Boston, MA 02108 |
|
61776xxxx0 |
adm**@r***********.com |
5 |
6 |
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7 |
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9 |
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| PwC |
101 Seaport Blvd, Boston, MA 02210 |
|
61753xxxx0 |
|
3.9 |
27 |
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| Thrive Boston Counseling and Psychotherapy |
872 Massachusetts Ave #2-2, Cambridge, MA 02139 |
|
61738xxxx1 |
a@t**********.com |
4.5 |
130 |
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7912 |
160 |
8500 |
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| The Colony Group |
One Boston Place, 201 Washington St 11 Floor, Boston, MA 02108 |
|
61772xxxx0 |
aay***@t*************.com |
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| Alfred C. Clemens - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx3 |
wms**********@r**.com |
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14811 |
|
16000 |
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| Brighton House Associates LLC |
1 Lincoln St, Boston, MA 02111 |
|
50878xxxx0 |
ac@b**********************.com |
3 |
2 |
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| LaPointe Wealth Management - UBS Financial Services Inc. |
One Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx5 |
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| 1047 Commonwealth |
1047 Commonwealth Ave, Boston, MA 02215 |
|
61750xxxx1 |
dat********@g**.com |
2.8 |
33 |
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197 |
202 |
226 |
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| CIBC Private Wealth |
100 Federal St 37th floor, Boston, MA 02110 |
|
61735xxxx0 |
acc*******@c***.com |
5 |
2 |
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4.4 |
123 |
2123 |
|
2200 |
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| Footbridge Wealth Management - Ubs Financial Services Inc. |
One Post Office Square 32nd And 33rd Floor s, Boston, Ma 02109 |
|
61743xxxx7 |
abc*******@u**.com |
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| South Shore Wealth Management - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
78155xxxx6 |
and*************@a***.com |
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257 |
|
269 |
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| RBC Global Asset Management |
225 Franklin St #2700, Boston, MA 02110 |
|
61772xxxx0 |
fir*******@r*****.com |
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| Lisa M. Austin - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx4 |
gab**************@r**.com |
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2 |
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2 |
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| Jeffrey Jacobson - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx6 |
lia********@r**.com |
|
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53 |
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59 |
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| Stephanie Casey - TIAA Wealth Management Advisor |
97 Mt Auburn St, Cambridge, MA 02138 |
|
86684xxxx4 |
acc**********@t***.org |
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|
90970 |
524 |
91000 |
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| NBW CAPITAL LLC |
211 Congress St, Boston, MA 02110 |
|
61748xxxx2 |
bni*********@n*********.com |
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| Stetson Asset Management |
1950 Massachusetts Ave, Cambridge, MA 02140 |
|
61725xxxx0 |
imp******@g****.com |
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| Boston Financial Management |
255 State Street, 6th Floor, Boston, MA 02109 |
|
61733xxxx8 |
abb**@b********.com |
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83 |
46 |
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| Carleton Wealth Management - UBS Financial Services Inc. |
One Post Office Square 35th Floor, Boston, MA 02109 |
|
61724xxxx6 |
abc*******@u**.com |
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| Thiago Ribeiro |
212 Elm St, Somerville, MA 02144 |
|
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abc*******@c***********.com |
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| Beacon Capital Management Advisors |
581 Boylston St Suite #802, Boston, MA 02116 |
|
80088xxxx3 |
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| Wealth Enhancement Group |
10 Post Office Square Suite 1200 South, Boston, MA 02109 |
|
61769xxxx0 |
aba****@w****************.com |
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| Dugan Wealth Management - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx1 |
abc*******@u**.com |
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| Clemens Private Wealth Management Group |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx3 |
rbc*********@r**.com |
|
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14811 |
|
16000 |
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| Perennial Capital Advisors |
1 Washington St # 1103, Boston, MA 02108 |
|
61724xxxx0 |
inf*@p***********.com |
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| Paceline Wealth Management |
50 Milk St Fl 16, Boston, MA 02109 |
|
61744xxxx2 |
e@p*************.com |
5 |
3 |
|
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5 |
8 |
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54 |
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| True North Wealth Management - UBS Financial Services Inc. |
1 Post Office Sq Fl 35, Boston, MA 02109 |
|
61743xxxx1 |
abc*******@u**.com |
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| Westfield Capital Management Company, L.P. |
1 Financial Center, Boston, MA 02111 |
|
61742xxxx0 |
car****@w*****.com |
5 |
2 |
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| The Uva Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx1 |
abc*******@u**.com |
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| Boston Common Asset Management |
200 State St 7th Floor, Boston, MA 02109 |
|
61772xxxx7 |
ado*****@b****************.com |
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|
| Merrill Lynch Financial Advisor Mark DeGregorio |
1414 Massachusetts Ave, Cambridge, MA 02138 |
|
61758xxxx9 |
al_********@m*.com |
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|
| Tax Credit Asset Management |
30 Federal St, Boston, MA 02110 |
|
61754xxxx0 |
afe***@t*****.com |
2.3 |
3 |
|
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|
| SCS Financial |
888 Boylston St, Boston, MA 02199 |
|
61720xxxx0 |
abu****@s***********.com |
5 |
2 |
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| BNY Mellon Asset Management |
201 Washington St #24, Boston, MA 02108 |
|
61772xxxx0 |
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|
| Matthew Grygiel - TIAA Wealth Management Advisor |
97 Mt Auburn St, Cambridge, MA 02138 |
|
86684xxxx4 |
acc**********@t***.org |
|
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|
90970 |
524 |
91000 |
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|
| Robert Taylor - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx6 |
rbc*********@r**.com |
|
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|
14811 |
|
16000 |
|
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|
| Delcarme Francois-LeFort - TIAA Wealth Management Advisor |
97 Mt Auburn St, Cambridge, MA 02138 |
|
86684xxxx4 |
acc**********@t***.org |
|
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|
90970 |
524 |
91000 |
|
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|
|
| BNY Mellon Wealth Management Boston MA |
201 Washington St, Boston, MA 02108 |
|
61742xxxx8 |
jen***********@b********.com |
3.5 |
6 |
|
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|
| Modera Wealth Management - Financial Advisors & Financial Planners - Boston, MA |
535 Boylston St #300, Boston, MA 02116 |
|
61724xxxx8 |
aar********@m***********.com |
|
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|
90 |
|
112 |
|
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|
| The Cullen Wealth Management Group - UBS Financial Services Inc. |
32nd and 33rd floors, One Post Office Square, Boston, MA 02109 |
|
61743xxxx8 |
abc***@u**.com |
|
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| Josh Gregory - TIAA Wealth Management Advisor |
225 Franklin St Suite 2310, Boston, MA 02110 |
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87755xxxx2 |
acc**********@t***.org |
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90955 |
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91000 |
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| Northeast Planning Associates, Inc |
1775 Massachusetts Ave #5, Cambridge, MA 02140 |
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61773xxxx6 |
rob***********@l**.com |
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| Edelstein Wealth Management LLC |
160 Federal St 9th floor, Boston, MA 02110 |
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61722xxxx1 |
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| State Street Associates |
140 Mt Auburn St, Cambridge, MA 02138 |
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61723xxxx0 |
aal******@s**********.com |
1 |
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4.4 |
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19372 |
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20000 |
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| Mercator Wealth Management |
51 Melcher St 1st Floor, Boston, MA 02210 |
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61730xxxx4 |
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