Business List: Investment Firms in Massachusetts, USA

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Wells Fargo Advisors 79 Beach Rd, Vineyard Haven, MA 02568
50869xxxx6 a-p*************@w*****************.com 189268
Oliver Capital Management 300 Baker Ave Suite 300, Concord, MA 01742
20362xxxx8 cas***@o**********************.com 5 27
Harvest Financial Group 1599 Washington St Ste 2E, Braintree, MA 02184
78153xxxx5 inf*@h********************.com 3.7 3
Raymond James Financial Services 14 Church St, Hopkinton, MA 01748
50843xxxx9 aar************@r***********.com 17117
Morgan Stanley 100 Front St Ste 1500, Worcester, MA 01608
50875xxxx8 aar***********@m***********************.com
Progress Partners, Inc. 10 Winthrop Square 6th Floor, Boston, MA 02109
61740xxxx0 aaz**@p***************.com 3 4
Edward Jones - Financial Advisor: Kevin Sylvester 95 Narragansett St, Springfield, MA 01107 86085xxxx8
Ryan Financial Strategies 858 Washington St, Dedham, MA 02026
61748xxxx0 adm**@r*****.com 4.8 5
Neal Borges - Financial Advisor, Ameriprise Financial Services 275 Martine St Ste 302, Fall River, MA 02723
50883xxxx3 dns*****@a***.com
Matt Macho, CFP | Lincoln Investment Parking lot, 95 Sawyer Rd #430, Waltham, MA 02453
78135xxxx6 mma***@l****************.com
Equity Venture Partners 100 State St FL 11, Boston, MA 02109
50844xxxx1 jas**@e*******.com 5 24 226 233
Santander Bank 100 N Main St, Carver, MA 02330
87776xxxx5 and*************@s*******************.com 124044 803 124298
Santander Bank 311 Newbury St, Danvers, MA 01923
87776xxxx5 jas********@s*******************.com 124081 819 124341
Igor Avelar - TD Wealth Financial Advisor 536 Route 28, Harwich Port, MA 02646
77421xxxx7 abc***@t*.com
Birch Hill Investment Advisors 24 Federal St Fl 10, Boston, MA 02110
61750xxxx0 ade********@b****************.com
Garon Gerry 233 Needham St, Newton Upper Falls, MA 02464 61745xxxx0
Zien, James, AGT 247 South St, Pittsfield, MA 01201
41349xxxx9 dns*****@a***.com
USALLIANCE Financial 71 Station Lndg, Medford, MA 02155
80043xxxx5 aal***@u*********.org 3.9 38 4.1 238 4080 223
Crestwood Advisors One Liberty Sq Suite 500, Boston, MA 02109
61752xxxx0 abe**@c****************.com
Raymond James Financial Services 70 Walnut St, Wellesley Hills, MA 02481
61758xxxx0
Swaylik Scott 45 North St, Hyannis, MA 02601
50879xxxx1 aal*******@m************.com 61 110607 2970 125650
Ameriprise Financial 549 Bedford St Ste 4, Whitman, MA 02382
78144xxxx6 ame******************@a***.com 132547 134873
Santander Bank 5 Whittier St, Framingham, MA 01701
50837xxxx1 3.3 12
Granahan Investment Management 275 Wyman St Ste 270, Waltham, MA 02451
78189xxxx2 aha*******@g*******.com 3.4 10
John Handrahan - Platinum Financial Services Advisor, Ameriprise Financial Services 74 W Central St Carriage House 2nd Floor, Natick, MA 01760
78145xxxx0 apo***************@a***.com
Audax Private Equity 101 Huntington Ave, Boston, MA 02199
61785xxxx0 inf*@p**********.com
Marshall Edward 180 Paramount Dr, Raynham, MA 02767
50882xxxx5 ame******************@a***.com 132545 134869
Ball Financial Services Company 3 Oak St, Westborough, MA 01581
50836xxxx1 cxx****@b********************.com 5 6
5
Fenway Financial Advisors, LLC 501 Boylston St 10th fl, Boston, MA 02116
61770xxxx5 cca****@f***************.com
Argonautica Private Wealth Management, Inc. 57 River St Suite 202, Wellesley, MA 02481
78159xxxx0
Ameriprise Financial 10 Concord Rd, Sudbury, MA 01776
97844xxxx2 ame******************@a***.com 11 132545 134869
Community Financial Group 201 Boston Post Rd W Ste 406, Marlborough, MA 01752
97856xxxx9 all*@c*********.com 18 2
Suzanne Crociati - Financial Advisor, Ameriprise Financial Services 105 Pleasant St Unit 1, Hyannis, MA 02601
60360xxxx5 abb**************@a***.com
Santander Bank 319 Monponsett St, Halifax, MA 02338
78129xxxx2 124044 803 124298
Santander Bank 50 SW Cutoff, Worcester, MA 01604
87776xxxx5 sco**********@s*******************.com 124083 819 124343
Ameriprise Financial Services Inc 218 W Main St, Hyannis, MA 02601
50877xxxx9 dns*****@a***.com
Wells Fargo Advisors 370 Chestnut Hill Ave, Brighton, MA 02135
97885xxxx2 &.m****@w*****************.com 189173 190441
Singer Howard E Financial Planng 4 Ridgewood Rd, East Longmeadow, MA 01028
41352xxxx0 dbo**@b************.net 5 2
Fergusson Financial 200 Park St, North Reading, MA 01864
97866xxxx2 joh*******@f*****************.com
Santander Bank 786 Ashley Blvd, New Bedford, MA 02745
87776xxxx5 chr***************@s*******************.com 124044 803 124298
1251 Capital Group 9 Newbury St floor 5, Boston, MA 02116
61727xxxx2 doe*****@1**********.com
Pye Moiiz 731 William T Morrissey Blvd, Dorchester, MA 02122
61747xxxx6 a.p*****@c***********.com 175067 176628
Denham Capital Management 200 Clarendon St, Boston, MA 02116
61758xxxx0 adm**@p*********.com
Auteri, Alan F, AGT
O'Brien Wealth Partners LLC 51 Sawyer Rd #600, Waltham, MA 02453
61754xxxx7 ake*****@o*******.com
De Celle, Sherry, AGT
85534xxxx0 ame******************@a***.com 132539 134861
Chicago Investment Group 100 Franklin St # 604, Boston, MA 02110 61733xxxx0
Santander Bank 171 N Main St, Randolph, MA 02368
87776xxxx5 dan**********@s*******************.com 124072 838 124755
Great Point Wealth Advisors, LLC One International Pl 45th Floor, Boston, MA 02110
61758xxxx0 bra*@g***************.com 5 1
Santander Bank 88 N Dartmouth Mall, North Dartmouth, MA 02747
50899xxxx5 chr***************@s*******************.com 4.2 10 124082 819 124342
Online Trading Academy Boston 24 Superior Dr #501, Natick, MA 01760
87741xxxx2 abi*@t*************.com 4.9 103 107356 145 111125
Retiree Financial and Insurance Services 129 College St, South Hadley, MA 01075
41353xxxx0
Santander Bank 535 Lowell St, Peabody, MA 01960
87776xxxx5 joh**********@s*******************.com 124083 819 124343
Shawn Avery - Private Wealth Advisor, Ameriprise Financial Services 40 Washington St Ste 250, Wellesley, MA 02481
78159xxxx0 adr**************@a***.com 128
Auri Elan Financial 1185 Washington St Ste 2, West Newton, MA 02465
61734xxxx5 pri**************@a*******.com
Edward Jones - Financial Advisor: Mark J Bernier 108 Grove St Ste 16, Worcester, MA 01605
50841xxxx6 and*******@c*************.ca
Samuel Yawson 1283 Memorial Dr, Chicopee, MA 01020
41358xxxx5 abc***@c***********.com 175067 176629
Women's Financial Network 110 Great Rd Ste 202, Bedford, MA 01730
78127xxxx0 5 2
TD Ameritrade 127 Congress St Floor 1, Boston, MA 02110
61753xxxx8 aam***********@t***********.com 3 6 1 392684 398039
Paul Pierce - Financial Advisor, Ameriprise Financial Services
Fieldstone Financial Management Group 20 Cabot Blvd Ste 300, Mansfield, MA 02048
50861xxxx6 cdo****@f******************.com 82 8 422 12 432 1 1
Hackler Association Inc/Gdn 975 Merriam Ave Ste 200, Leominster, MA 01453
97884xxxx0
Mass Development Finance Agency 2 State Fish Pier, Gloucester, MA 01930
97828xxxx8 afr******@m**************.com 4.5 20
Matt Neely - Financial Advisor, Ameriprise Financial Services 377 Main St Ste 102, Williamstown, MA 01267
41388xxxx9 amb*******@a***.com 1732 79
Equity Fund Research 64 Church St Winchester, MA 01890
78172xxxx4 joh*@e*****.com
Nicholas Kimmett - Thrivent 171 Cotuit Rd Ste C, Marstons Mills, MA 02648
78141xxxx4 ale*******@t*******.com
Daniel Miller - Financial Advisor, Ameriprise Financial Services 5 Essex Green Dr Ste 23, Peabody, MA 01960
78165xxxx1 dan************@a***.com
Santander Bank 96 Worcester St, Wellesley Hills, MA 02481
87776xxxx5 pie**************@s*******************.com 124074 838 124757
Securities America Inc 47 3rd Ave, Scituate, MA 02066
78137xxxx6 aar********@s****************.com 1287
Santander Bank 47 Maple Ave, Shrewsbury, MA 01545
50884xxxx3 sco**********@s*******************.com 3.4 5 124074 838 124757
Christmas, Rhoda, AGT 180 Paramount Dr, Raynham, MA 02767
50882xxxx5 ame******************@a***.com 132539 134861
Freedman Financial 41 Cross St 2nd Fl, Peabody, MA 01960
97853xxxx8 bet*@f****************.com 4 541 20 550
Santander Bank 75 Main St, Watertown, MA 02472
61792xxxx7
Ameriprise Financial 275 Massachusetts Ave, Arlington, MA 02474 78164xxxx0
Principle Profits Asset Management Inc 256 N Pleasant St Ste 5, Amherst, MA 01002
41325xxxx8
Santander Bank 45 Storey Ave, Newburyport, MA 01950
97846xxxx0 ban**********@e****.bankofamerica 1 2856198 2807083
Edward Jones - Financial Advisor: Todd S Schell 19 Haverhill Rd Ste 2, Amesbury, MA 01913
97861xxxx8 and*******@c*************.ca 5 2
Gordon Brothers
D K Brede Investment Management Company 1253 Highland Ave, Needham, MA 02492
78144xxxx7 bmo****@g*****.com 5 2
5
Kensington Investment Company 347 Congress St, Boston, MA 02210
61779xxxx0 abi*****@k********.com
Santander Bank 36 Pleasant Street Park, Malden, MA 02148
87776xxxx5 med***********@s********.us 124079 835 124751
TIAA Financial Services 300 Brickstone Sq Ste 102, Andover, MA 01810
86677xxxx6 acc**********@t***.org 58 12 90691 469 91663
Fidelity Investments 820 Constitution Ave, Littleton, MA 01460
83394xxxx1 aar********@f*******.com 313884 328973
Alignment Financial Group
Ameriprise Financial Service Inc 1349 Springfield St, Feeding Hills, MA 01030
41382xxxx0 dns*****@a***.com 138
Fidelity Investments 405 Cochituate Rd, Framingham, MA 01701
80044xxxx0 a61****@f*******.com 3.8 11 313908 328999
Rodier Jim 126 Etonian Pkwy, Fitchburg, MA 01420
97834xxxx1 dns*****@a***.com
Advanced Portfolio Design LLC 515 Groton Rd, Westford, MA 01886
97885xxxx0 hca*****@a**********************.com 5 3
Neely, Matt, AGT 24 Water St, Williamstown, MA 01267
41388xxxx9 ame******************@a***.com 132545 134869
Santander Bank 99 Gold Star Blvd, Worcester, MA 01606
87776xxxx5 mic************@s*******************.com 124072 838 124755
Investwerx 21 Water St, Amesbury, MA 01913 97827xxxx4
Walter Cabot 1 Hollis St Ste 218, Wellesley, MA 02482 78123xxxx0
Retirement Resources 100 Corporate Place, Peabody, MA 01960
97853xxxx0
Edward Jones - Financial Advisor: Lisa M Casillo 29 E Mountain St Ste 3, Worcester, MA 01606
50828xxxx5 and*******@c*************.ca 5 2
Andrew Jurkunas - Financial Advisor, Ameriprise Financial Services 60 William St Ste 140, Wellesley, MA 02481
78141xxxx5 and************@a***.com
Edelman Financial Engines 382 N Main St Ste 201, East Longmeadow, MA 01028
83375xxxx3 aar*******@e**********************.com 37 18293 13 19625
Oasis Wealth Advisors - Ameriprise Financial Services, LLC 40 Washington St Ste 250, Wellesley, MA 02481
50828xxxx0 ash***********@a***.com
Joshua Shepherd - Financial Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx4 ann*****************@a***.com 254
Edward Jones - Financial Advisor: Amanda B Melanson 354 Main St Ste 3, Gardner, MA 01440
97873xxxx3 and*******@c*************.ca
G B Financial 11 Mayo Rd, Wellesley, MA 02482
78123xxxx7 bba***@g**********.com
Ameriprise Financial 7 Exchange St Apt 4b, Barre, MA 01005
97835xxxx8 dns*****@a***.com
Mack Financial Consulting 131 Main St Ste 3, Reading, MA 01867
78194xxxx0 joh*@m**********************.com
Santander Bank 780 Beacon St, Newton Center, MA 02459
61755xxxx2 pie**************@s*******************.com 3.7 6 124081 819 124341
Benjamin Kjendal - Thrivent 171 Cotuit Rd Ste C, Marstons Mills, MA 02648
77433xxxx8 ale*******@t*******.com
Money Concepts Financial Planning Centre 36 Elm St, Westfield, MA 01085
41364xxxx7 aak***@m************.com 4.8 130 69871 796
Wells Fargo Advisors 1 Boston Pl Ste 1800, Boston, MA 02108
61760xxxx0 aar**********@w*********.com 155198 1175640
Affiliated Financial Group 1 Albion St Ste 300 Wakefield, MA 01880
78124xxxx0 aca****@a*******.com 279 14
Edward Jones - KEN HANG 461 Main St, Fitchburg, MA 01420
97850xxxx3 and*******@c*************.ca
Daniel Goodman 960 Turnpike St, Canton, MA 02021
72424xxxx6 ash*********@t*******.com 44 412292 404309
Corporate Finance Advisors Inc 100 Franklin St, Boston, MA 02110 61729xxxx0
Sherry L De Celle - Financial Advisor, Ameriprise Financial Services
Edward Jones - Financial Advisor: Jeff Burdick 419 Main St, Sturbridge, MA 01566
50859xxxx3 and*******@c*************.ca
Raymond James 19 N Main St, Sherborn, MA 01770
50865xxxx7
Balanced Rock Investment Advisors
61797xxxx3 bri**@b*****************************.com 525 10 526
Mark De Celle - Platinum Financial Services Advisor, Ameriprise Financial Services 80 Maple Ave Ste 6, Great Barrington, MA 01230
41364xxxx0 den************@a***.com
Consulting Investments Inc Lynn, MA 01901 78158xxxx8
National Investment Company Service Association 36 Washington St Ste 70, Wellesley Hills, MA 02481
78141xxxx0 aga*******@n*****.com
Carol Jackson 40 Highland Cmn E, Hudson, MA 01749
97856xxxx8 a.p*****@c***********.com 175067 176628
American Express 222 Forbes Rd, Braintree, MA 02184
80043xxxx8 aar**@a**************.com 14 7986583 7978959
Nancy Madonna - Financial Advisor, Ameriprise Financial Services 501 Boston Providence Tpke, Norwood, MA 02062
78134xxxx0 deb*************@a***.com
SoftBank Capital 38 Glen Ave, Newton, MA 02459
61791xxxx6 sb-*******@s*******.co 122
3
Bartholomew & Company, Inc. 370 Main St Ste 1000, Worcester, MA 01608
80044xxxx7 a@b********.com 4 2 175
5
Santander Bank 516 Main St, Melrose, MA 02176
87776xxxx5 pau**********@s*******************.com 124074 838 124757
Ayca Akisik - TD Wealth Financial Advisor 175 Main St, Northampton, MA 01060
41331xxxx0 add********************@t*.com
Tully & Hollannd Inc. 20 William St Ste 135, Wellesley, MA 02481
78123xxxx0 a.j*********@e**********.com 22 82572 92585
Fenton John 31 Hayward St, Franklin, MA 02038
50852xxxx3 joh**********@f*******.com 19
Ameriprise Financial 288 Littleton Rd Ste 6, Westford, MA 01886 97869xxxx5
TD Ameritrade 54 Burlington Mall Road, Burlington, MA 01803
78120xxxx0 aam***********@t***********.com 3 12 1 392684 398039
Ameriprise Financial 807 Turnpike St Ste 2, North Andover, MA 01845
97862xxxx4 ame******************@a***.com
Merrimack Financial Services, Inc. 461 Main St, Tewksbury, MA 01876
97885xxxx3 bri**@d******************.com 3
Ameriprise Financial 47 George Ryder Rd, Chatham, MA 02633
50894xxxx0 dns*****@a***.com
Stefan L Miranda - Financial Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx6 ann*****************@a***.com
Flagship Ventures 1 Memorial Dr Cambridge, MA 02142
61749xxxx4 aad***@f*****************.com 3.4 10 1 1 9 12771 61 14107
First Command 78 Blanchard Rd Ste 105, Burlington, MA 01803
78186xxxx0 ban*****@f***********.com 9
Santander Bank 909 Ashley Blvd, New Bedford, MA 02745
50898xxxx1
Garrison/Knight Financial Planning 12 Great Rd Bedford, MA 01730 78127xxxx4
Clough Capital Partners L.P. 53 State St, Boston, MA 02109
61720xxxx0 abo**@c************.com
Atlantic Capital Strategies 8 Birchwood Dr, Bedford, MA 01730
78127xxxx6 bob@a************************.com
Morgan Stanley Financial Advisors 28 State St 34th FL, Boston, MA 02109
61757xxxx0 acm***********@m************.com 3.7 3
Santander Bank 147 Water St, Fitchburg, MA 01420
97834xxxx1 3.9 7
Charles Schwab 1262 Boylston St Floor 1, Brookline, MA 02467
61771xxxx0 app*******************@s*****.com 3 9
3.5
Lexicon Financial Corporation Serving theMA Area 41368xxxx4
Ameriprise Financial 7 Exchange St, Barre, MA 01005
97835xxxx8 ame******************@a***.com 132547 134873
Peter Mina - Platinum Financial Services Advisor, Ameriprise Financial Services 324 Grove St, Worcester, MA 01605
50879xxxx7 dns*****@a***.com 31
Santander Bank 3 Oak Bluffs Ave, Vineyard Haven, MA 02568
50869xxxx5 med***********@s********.us 124079 835 124752
Reynders Mc Veigh Capital Management 121 High St, Boston, MA 02110
61722xxxx9 ab@r**************.com 4.3 3
River and Mercantile, LLC 130 Turner St Building 3, Suite 510, Waltham, MA 02453 78137xxxx0
Welch & Forbes LLC 45 School St, Boston, MA 02108
61752xxxx5 asi********@w**********.com 5 1
Levine Financial Group 140 Main St, Northampton, MA 01060
80039xxxx3 dns******@c********.com
Collins Mckinney Real Estate and Investments 6 Gates St Boston, MA 02127
61759xxxx9 jmc******@c****.com 3 2
RKG Financial Inc 61 Florence St, Marlborough, MA 01752
50848xxxx3 bob@r***********.com 13
Avi Finder - Private Wealth Advisor, Ameriprise Financial Services, LLC 161 Worcester Rd, Ste 200, Framingham, MA 01701
50882xxxx7 avi*********@a***.com 117
5
Edward Jones - Financial Advisor: Elijah F Pell 101 Munson St Ste 122, Greenfield, MA 01301
41347xxxx2 a.j*********@e**********.com 22 82577 92592
Adam Rudikoff - Financial Advisor, Ameriprise Financial Services 1244 Broadway Unit 5, Raynham, MA 02767
78182xxxx0 ada**********@a***.com
Morgan Stanley Wealth Management 1500 Main St, Springfield, MA 01103
41373xxxx1 aal*******@m************.com 7 61 110607 2970 125650
Ellen Goodman - Prudential Financial 377 Simarano Dr, Marlborough, Ma 01752
50838xxxx7 a.w*****@p*********.com
Edward Jones - Financial Advisor: Brian J Yurovich 442 Marrett Rd Ste 2, Lexington, MA 02421
78151xxxx6 and*******@c*************.ca 5 2
Norton Financial Consultants 270 Marked Tree Rd, Holliston, MA 01746
50842xxxx0 chr****@n**************.com 3
Lee Bank 75 Park St, Lee, MA 01238
41324xxxx7 abr*****@l******.com 4 3 1093 134
Fulham & Co Inc 593 Washington St, Wellesley, MA 02482
78123xxxx6 and***@f*******.com
Joffrey Smith Financial Group 11 Foster St Ste 200, Worcester, MA 01608
50874xxxx8 and************@g****.com 5 4 5 12
Santander Bank 1025 Central St, Stoughton, MA 02072
87776xxxx5 dyl*********@s*******************.com 124081 819 124341
Morgan Stanley Wealth Management 75 North St Ste 402, Pittsfield, MA 01201 41344xxxx6
Equity Financial Partners 36 Washington St Suite 150, Wellesley, MA 02481
85789xxxx5 con****@s*********.com
Ameriprise Financial 310 NW Main St, Douglas, MA 01516
50827xxxx1 ame******************@a***.com 132547 134873
Phillips Tax and Accounting Services 549 Bedford St Whitman, MA 02382 78152xxxx2
Cornerstone Asset Management 30 Tremont St, Duxbury, MA 02332 78193xxxx0
Brookwood Financial Partners 72 Cherry Hill Dr, Beverly, MA 01915
97892xxxx0 agr**@b****.com
Santander Bank 453 Station Ave, South Yarmouth, MA 02664
87776xxxx5 ric*************@s*******************.com 124081 819 124341
Crossroads Capital Management 19 Pond St, Marblehead, MA 01945 78147xxxx5
Santander Bank 188 Central St, Leominster, MA 01453
87776xxxx5 rob************@s*******************.com 124082 819 124342
Evergreen Financial Partners of Raymond James 20 Mall Rd Ste 130, Burlington, MA 01803
78131xxxx0 aar************@r***********.com 479 2
Austin Shuttleworth - Thrivent 200 N Main St, East Longmeadow, MA 01028
41352xxxx5 ale*******@t*******.com
Santander Bank 20 Main St, Topsfield, MA 01983
97888xxxx5
Wells Fargo Financial
Santander Bank 419 Main St, Wareham, MA 02571
87776xxxx5 can***********@s*******************.com 124074 838 124757
Santander Bank 1029 Route 28, South Yarmouth, MA 02664
50839xxxx1 3.8 5
Financial Focus 179 High St, Pembroke, MA 02359 78182xxxx6
McAdam Financial 101 Federal St #1900, Boston, MA 02110
85726xxxx9 aar**@m*******.com 5 86 254
Salamy Wealth Management - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx5 and*****************@u**.com
Tilton Wealth Managememt 880 Winter St #310, Waltham, MA 02451
78189xxxx4
Ameriprise Financial 1100 Winter St Ste 4900, Waltham, MA 02451
78189xxxx5 dns*****@a***.com
Liberty Boston Group - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
61743xxxx5 ade********@u**.com
Antaeus Wealth Advisors, LLC 80 Central St #150, Boxborough, MA 01719
97826xxxx9 aco****@a************.com 5 1
Ameriprise Financial 2 Brigham St, Northborough, MA 01532
50839xxxx3 ame******************@a***.com 132547 134873
Coastal Capital Group 222 Rosewood Dr Ste 740, Danvers, MA 01923
97877xxxx6 ssm*******@g****.com
Merchant Financial Services 5 Ballard Way, Lawrence, MA 01843 97862xxxx4
Cratty Bill Cfp 160 Old Derby St Ste 344, Hingham, MA 02043
78155xxxx6
American Express Financial Advisors 319 Southbridge St, Auburn, MA 01501
50883xxxx0 ame******************@a***.com 132345 134629
Merrill Lynch Wealth Management 3 Pipers Gln, Andover, MA 01810
60333xxxx0 aas***********@m*.com 4
Green, Martin D, AGT 1400 Computer Dr, Westborough, MA 01581
50862xxxx0 ame******************@a***.com 132368 134659
Carson Wealth 130 Turner St Bldg 3, Waltham, MA 02453
78193xxxx0 abr****@c***********.com 3 1975 46 2271
Summit Financial Corp 7 New England Executive Park, Burlington, MA 01803 78122xxxx0
Morgan Stanley Wealth Management 66 West St, Pittsfield, MA 01201
41344xxxx6 aar***********@m***********************.com
Municrest Investment 88 Front St, Scituate, MA 02066
78137xxxx0 jsl****@m********.com
Waymark Wealth Management 11 Apex Dr Ste 300A, Marlborough, MA 01752
50862xxxx1 bra**************@w************.com 8393 15
Edward Marshall - Financial Advisor, Ameriprise Financial Services 180 Paramount Dr Ste 2, Raynham, MA 02767
50882xxxx5 ari***************@a***.com 133
Balanced Rock Investment Advisors 12 Main St, Marlborough, Ma 01752
61797xxxx3 bri**@b*****************************.com 529 8
Sechrest & Bloom 526 Main St Ste 301 Acton, MA 01720
97826xxxx1 cin**@s**********.com 3 2
Redwood Investments One Gateway Center, Suite 802, Newton, MA 02458
61746xxxx0 ama****@r*********.com
Birch Hill Investment Advisors One International Pl, Boston, MA 02110
61750xxxx0 ade********@b****************.com
I Money Net Inc 1 Research Dr, Westborough, MA 01581
50861xxxx0 cus*************@i*************.com 5 9 4150
Santander Bank 250 Whiting Farms Rd, Holyoke, MA 01040
87776xxxx5 71 124072 838 124755
Tom Elkins, RVP - Trilogy Financial Services 400 Tradecenter Ste 4850, Woburn, MA 01801 78199xxxx5
Morin Roland & Associates 54 Main St, Leominster, MA 01453
97853xxxx0
Empirical Asset Management, LLC 77 Central St, Wellesley, MA 02482
78143xxxx0 ali**@e**********.com
Jonathan Meyers 500 Paradise Rd, Swampscott, MA 01907
78159xxxx8 a.p*****@c***********.com 175067 176628
Mark Kelley - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
50881xxxx9 dan************@a***.com
Molzan, David, AGT 20 Walnut St, Wellesley Hills, MA 02481
78123xxxx0 ame******************@a***.com 132545 134869
Integrated Partners 200 5th Ave Suite 4010, Waltham, MA 02451
80023xxxx1 doe**@i******************.com 5 1
Monadnock Advisors 1212 Hancock St # 200, Quincy, MA 02169
JMC Capital Partners LLC
61733xxxx4 adm**@p**************.org
Edward Jones - Financial Advisor: Ian B Stephens 8 Atlantic Ave, Marblehead, MA 01945
78163xxxx0 and*******@c*************.ca
Roger LaPointe, Jr - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx5 and*****************@u**.com
P/E Investments 75 State St #31, Boston, MA 02109
61793xxxx0 aha****@p************.com
Metro Credit Union 200 Revere Beach Pkwy Chelsea, MA 02150
87769xxxx6 aav***@m******.org 2.7 116 1.7 84
Santander Bank 233 Broadway, Methuen, MA 01844
87776xxxx5 ala***********@s*******************.com 124072 838 124755
Rick Gingras Cfp 1100 Barker Rd, Pittsfield, MA 01201 41344xxxx8
W H Cornerstone Investments PO Box 207, Duxbury, MA 02331
78193xxxx4 bha****@w************.com 791
Nathan Richard - Financial Advisor, Ameriprise Financial Services 275 Martine St Ste 302, Fall River, MA 02723
78177xxxx4 dns*****@a***.com 5 9 208
Santander Bank 872 W Boylston St, Worcester, MA 01606
87776xxxx5 med***********@s********.us 124079 835 124752
Fidelity Investments 109 University Avenue, Westwood, MA 02090
80041xxxx2 aar********@f*******.com 2.1 13 313885 328973
2
Santander Bank 110 Rt 6a, Orleans, MA 02653
87776xxxx5 ric*************@s*******************.com 3.9 7 124072 838 124755
Ameriprise Financial Services Inc 450 Lexington St, Auburndale, MA 02466
78173xxxx7 dns*****@a***.com
Santander Bank 51 Pleasant St, South Weymouth, MA 02190
87776xxxx5 jos**********@s*******************.com 3.3 14 124082 819 124342
Sagepoint Financial 135 Washington St, Taunton, MA 02780
50825xxxx7 dom****@a***********.com 609
Ameriprise Financial 769 Plain St Ste L, Marshfield, MA 02050
78183xxxx0 ame******************@a***.com 132547 134873
The Gray Group - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx0 ale*******@u**.com
Richard Wojcik - Raymond James 69 Winn St, Burlington, MA 01803
78127xxxx0 joh*******@n****.com
Shawn Barnes - Financial Advisor, Ameriprise Financial Services 59 Interstate Dr Ste 4, W Springfield, MA 01089
41373xxxx0 dns*****@a***.com
Merrill Lynch Wealth Management 113 Samoset St, Plymouth, MA 02360
50892xxxx5 aas***********@m*.com
First Investors Corporation 67 Hunt St Ste 5, Agawam, MA 01001 41382xxxx0
Wingate Wealth Advisors, LLC 450 Bedford St, Lexington, MA 02420
78186xxxx0 art***************@w********************.com 4.8 4
Semanteon Capital 580 Washington St, Newton, MA 02458
61721xxxx2
Thompson Wealth Management 9 Damonmill Sq Ste 1F, Concord, MA 01742 97828xxxx1
Gilbert Investment Management Inc 20 McKenna Terrace #304, Boston, MA 02132
20723xxxx3 dgi*****@g********.com
Indelicato & Coffey - Ameriprise Financial Services 230 Second Ave Ste 120, Waltham, MA 02451
78162xxxx0 ama*************@a***.com
PeoplesBank 314 High St, Holyoke, MA 01040
41353xxxx0 aab*******@b************.com 3.7 25 5 1
Learn to Day Trade Boston, MA 02132 85771xxxx2
Rollover Advisory Services 182 Turnpike Rd Ste 200, Westborough, MA 01581
50825xxxx8 ger***@r***********************.com 13
Edward Jones - Financial Advisor: Marilyn Zarkos 175 Dwight Rd Ste 301, Longmeadow, MA 01106 41375xxxx1
Norton Financial Consultants 165 Main St Ste 206-A Medway, MA 02053
50842xxxx0 chr****@n**************.com
Lantern Lane Capital Management Needham, MA 02492 78144xxxx8
The Cortland Group 19 Cortland Dr, Hudson, MA 01749
97856xxxx7 art***@c****************.com
Curtin and Associates - Ameriprise Financial Services 175 Andover St Ste 201, Danvers, MA 01923
87752xxxx2 ale**************@a***.com 497
Edward Jones - Financial Advisor: Jeffrey W Wheeler 535 Main St, Winchester, MA 01890
78161xxxx6 and*******@c*************.ca
Santander Bank 21 Commerce Way, Plymouth, MA 02360
50883xxxx2 4 6
Jon Skov - Thrivent 86 Faunce Corner Mall Rd Unit 430, North Dartmouth, MA 02747
77420xxxx0 ash*********@t*******.com
Zachary Leighton 716 Main St, Waltham, MA 02451
78173xxxx3 a.p*****@c***********.com 175067 176628
Edward Jones - Financial Advisor: Patrick M Sullivan 175 Dwight Rd Ste 301, Longmeadow, MA 01106
41375xxxx1 a.j*********@e**********.com
Santander Bank 31 N Main St, Natick, MA 01760 50865xxxx7
Centerpoint Advisors 175 Highland Ave #302, Needham, MA 02494
61742xxxx3 amu*******@b*****.com
The Monument Group - UBS Financial Services Inc. 10 Chestnut St Ste 600, Worcester, MA 01608
50883xxxx4 and*****************@u**.com
Stumm Financial
Armstrong Advisory Group 144 Gould St Ste 210, Needham Heights, MA 02494
78143xxxx1 and***@a****************.com 1292 38
Ameriprise Financial 76 Summer St Ste 235b, Fitchburg, MA 01420
97834xxxx0 dns*****@a***.com
Santander Bank 175 Forest St, Waltham, MA 02452 78153xxxx6
Creative Wealth Advisors, LLC 1 Gateway Center Ste 350, Newton, MA 02458
61796xxxx0
Shawmut Bank 40 Lincoln St, Holyoke, MA 01040
41353xxxx0 abu**@b************.com 2.3 33 862792 2812275
Barbara Case - Private Wealth Advisor, Ameriprise Financial Services
61791xxxx3 dns*****@a***.com
Ameriprise Financial 247 South St, Pittsfield, MA 01201
41349xxxx8 ame******************@a***.com 132547 134873
Bessemer Trust Private Wealth Management Boston MA Two International Place 22nd Floor, Boston, MA 02110
61727xxxx0
Ames Financial Services 844 Franklin St Unit 6, Wrentham, MA 02093
50838xxxx1 joh*@a************.com
Raymond James Financial Services - Matthew E. Sachar 210 Broadway Ste 107, Lynnfield, MA 01940
78158xxxx0
Bogle Investment Management 2310 Washington St Ste 310, Newton, MA 02462
78128xxxx0 bsm@b*********.com
5
Great Wall Financial Group Inc 572 Boston Rd Unit 16, Billerica, MA 01821 97826xxxx8
Werner Bruce 65 Boston Post Rd W Ste 210, Marlborough, MA 01752 50849xxxx2
Equity Resource Investments LLC 1280 Massachusetts Ave Suite 400, Cambridge, MA 02138
61787xxxx0 doe**@e*****.com 1 1
Vincent Petrangelo - Financial Advisor, Ameriprise Financial Services 1414 Main St Ste 1800, Springfield, MA 01144
41350xxxx2 dns*****@a***.com 139
Ameriprise Financial 11 Sylvan St # 1A, Danvers, MA 01923
97876xxxx9 dns*****@a***.com
Zagorski Financial Services 4 Pleasant St, Leicester, MA 01524
50889xxxx3 amy@m*********.com 208
Segil Wealth Management - UBS Financial Services Inc. 8 Essex Center Dr Ste 2ND, Peabody, MA 01960
97853xxxx8 ale*******@u**.com
Zach Albert - RBC Wealth Management Financial Advisor 57 River St, Wellesley Hills, MA 02481
78127xxxx7 rbc*********@r**.com
W B Smith Companies 2 South St, Grafton, MA 01519 50883xxxx5
Nicholas Alvanos - Financial Advisor, Ameriprise Financial Services 1349 Springfield St, Feeding Hills, MA 01030
41382xxxx0 dns*****@a***.com
Santander Bank 454 Electric Ave, Lunenburg, MA 01462
87776xxxx5 124081 819 124341
Northeast Investment Management, Inc. 100 High St STE 1000, Boston, MA 02110
88840xxxx7 bwa**@n**************.com
Skyeburst Wealth Management - Ameriprise Financial Services 275 Grove St Ste 1W-305, Auburndale, MA 02466
61750xxxx7 ale************@a***.com 80 2137 135
The Darrow Co 801 Main St Ste 12, Concord, MA 01742
97836xxxx4 adi@d*********************.com
R&L Financial Group 20 Cabot Blvd Ste 300, Mansfield, MA 02048
50861xxxx0 hos*******@w*********.com
First Financial Resources 800 South St Ste 455, Waltham, MA 02453
78173xxxx7 adm**@f*******.com
Highfields Capital Management 200 Clarendon St, Boston, MA 02116
61785xxxx0 acc***@h****************.com
Santander Bank 38 Nathan Ellis Hwy, Mashpee, MA 02649
87776xxxx5 can***********@s*******************.com 4.8 4 124082 819 124342
109 Elm Street Corp 109 Elm St, Millbury, MA 01527
50886xxxx0 alb***********@f******.com 4.3 7
Santander Bank 1 Ashburton Pl, Boston, MA 02108
87776xxxx5 med***********@s********.us 124071 890 124839
Edward Jones - Financial Advisor: Cameron P Lail 180 Winter St Unit E, Bridgewater, MA 02324
84487xxxx3 and*******@c*************.ca 5 9
Santander Bank 27 Worcester Providence Tpke, Sutton, MA 01590
87776xxxx5 a@s************.com 124082 819 124342
Tomasetti Investment LP 233 Needham St Ste 460, Newton Upper Falls, MA 02464
61745xxxx0 adm**@t*************.com
Morgan Stanley Wealth Management 2 Elm Sq, Andover, MA 01810 97847xxxx7
Charles J Goldman AGT 356 Puritan Rd, Swampscott, MA 01907 78159xxxx0
Raymond James 230 CityPoint, 230 3rd Ave #13, Waltham, MA 02451
78129xxxx6 aar************@r***********.com 17085
Modern Wealth Builders 7 Beacon St #7r, Woburn, MA 01801
50868xxxx3 tj@m*******************.com 5 17 81 31
Shields & Company, Inc 890 Winter St # 160, Waltham, MA 02451
78189xxxx3 ana****@s********.com
James F Forcier - Financial Advisor, Ameriprise Financial Services 303 Wyman St Ste 290, Waltham, MA 02451
78199xxxx6 dns*****@a***.com
Gervich, Tod, AGT 22 Uncle Henrys Rd, Mashpee, MA 02649
77452xxxx0 ame******************@a***.com 132545 134869
Erik Kotsopoulos - Financial Advisor, Ameriprise Financial Services 546 Tremont St, Boston, MA 02116
61742xxxx6 bri***************@a***.com
Financial Navigators Inc 11 Scott Rd, Littleton, MA 01460
97895xxxx0 bob@f***********.com 222
Santander Bank 379 Main St, Sturbridge, MA 01566
50834xxxx3
Gw Group-Ameriprise Financial Services Inc
SK Wealth Services - Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx0 dns*****@a***.com
Leary Stephen J 46 Accord Park Dr, Norwell, MA 02061
78187xxxx4 mgo********@t******.org
Fireman Capital Partners LLC 800 South St #600, Waltham, MA 02453 61767xxxx5
Boston Independent Advisors 201 Devonshire St # 6, Boston, MA 02110 61733xxxx0
Scott Hanley - Raymond James 234 Littleton Rd, Westford, MA 01886
97833xxxx0 aar************@r***********.com 17459 18000
Capital Financial Advisors 1 Hollis St # 301, Wellesley, MA 02482 78123xxxx5 5 1
Webster Capital 1000 Winter St, Waltham, MA 02451 78141xxxx5
Salvatore Mondello 21 Fairhaven Commons Way, Fairhaven, MA 02719
50897xxxx1 a.p*****@c***********.com 175067 176628
Commonwealth Consulting Group 1 Mercantile St Ste 530, Worcester, MA 01608
80086xxxx4 and****@c******.com 697 8
5
Adam Rogers - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx7 ale*******@u**.com
Nicolas E DiDonato, CPA 81 Middle St Concord, MA 01742
97834xxxx5 chu*@d**********.com 4.8 28 5 2
Stifel 171 Dwight Rd Ste 101, Longmeadow, MA 01106
41356xxxx0 abb****@s*****.com 7 4055
Ameriprise Financial 324 Grove St, Worcester, MA 01605
50879xxxx3 dns*****@a***.com
Rob Cowen - Financial Advisor, Ameriprise Financial Services 99 Derby St Ste 301, Hingham, MA 02043
78174xxxx8 dns*****@a***.com
Victor Shulman - Prudential Financial 293 Boston Post Rd W, Marlborough, MA 01752
50838xxxx9 a.w*****@p*********.com 560266
KCM Partners - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx6 ade********@u**.com
Santander Bank 340 Main St, Haverhill, MA 01830
97837xxxx9 3.5 17
Santander Bank 106 Worcester St, West Boylston, MA 01583
87776xxxx5 a@s************.com 124079 835 124752
Harry Kirkpatrick - Prudential Financial 377 Simarano Dr Ste 110, Marlborough, Ma 01752
50846xxxx0 a.w*****@p*********.com
Igor Avelar - TD Wealth Financial Advisor 1095 Route 28, South Yarmouth, MA 02664
77421xxxx7 abc***@t*.com
Winter Hill Homes Somerville, MA 02145
61768xxxx3 4.9 58
Security Investments Group 222 Main St, Falmouth, MA 02540
50854xxxx2 cam****@i*******.com
Stephen A Silver CPA, PC 160 Speen St Ste 307 Framingham, MA 01701
50865xxxx0 cna**@b**********.com 5 7
Simple Tuition 268 Summer St, Boston, MA 02210
61724xxxx0 3d@**w.simpletuition
Financial Foundations 600 Worcester Rd Ste 102, Framingham, MA 01702
50862xxxx0 bam********@f********************.com
Tritle, Costa & Associates - Ameriprise Financial Services 101 Longwater Cir Bldg 1, Norwell, MA 02061
78198xxxx5 dns*****@a***.com
Lagreca Wealth Management 100 Cummings Ctr Ste 330B, Beverly, MA 01915
97833xxxx9 pau*********@l**.com 1 19778 186 21209
Kevin Daley - Private Wealth Advisor, Ameriprise Financial Services 303 Wyman St Ste 290, Waltham, MA 02451
78199xxxx6 dns*****@a***.com
EPG Inc. 205 Newbury St, Framingham, MA 01701
78123xxxx6 bfa*****@e*****.com 5 1
Ameriprise Financial 167 Worcester St Ste 203, Wellesley Hills, MA 02481
78123xxxx0 dns*****@a***.com
Solari Financial Planning, LLC 10 Post Office Square 8th floor, Boston, MA 02109
60347xxxx8 eli******@s**************.com 5 4
Santander Bank 2895 Cranberry Hwy, East Wareham, MA 02538
50829xxxx0 can***********@s*******************.com 3.7 16 124083 819 124343
Charles Schwab 200 Market St, Lynnfield, MA 01940
78177xxxx2 ian***********@s*****.com 5 2
Essex Financial Advisors 58 Main St, Topsfield, MA 01983
97888xxxx0 dbu****@e************.com
Kelly D Fox - Private Wealth Advisor, Ameriprise Financial Services 30 Man Mar Dr Ste 14, Plainville, MA 02762
50869xxxx6 car**************@a***.com 328
Stratton Drew K 108 Grove St, Worcester, MA 01605
50836xxxx1 dns*****@a***.com
Jones Trading 80 Mann Ave, Needham, MA 02492
78144xxxx4 abr*****@j***********.com
Venus Capital 99 Summer St Suite # M100, Boston, MA 02110
61742xxxx1 abe*****@f**********.com
Michael J Crew Rgstrd Invstmnt 205 Worcester Ct Ste C3, Falmouth, MA 02540 50854xxxx8
Santander Bank 206 Main St, Webster, MA 01570
50894xxxx5 mic************@s*******************.com 3.5 13 124081 819 124341
Miller Jeffrey 175 Andover St, Danvers, MA 01923
97877xxxx0 ame******************@a***.com 132545 134869
Santander Bank 2 Lafayette Rd, Salisbury, MA 01952
87776xxxx5 jas********@s*******************.com 85 124081 819 124341
Columbus Advisors Group 655 Washington St Canton, MA 02021
78171xxxx1 inf*@c********************.com 6
Santander Bank 385 Myles Standish Blvd, Taunton, MA 02780
87776xxxx5 aal***@s************.com
Wells Fargo Advisors 1 Tech Dr Ste 138, Andover, MA 01810
97879xxxx3 a-p*************@w*****************.com 189274
Edward Jones - Financial Advisor: Steve Galavotti 340 Front St Unit C, Marion, MA 02738
50821xxxx2 and*******@c*************.ca
Keene Advisors 61776xxxx4
Swift Financial Services Inc 297 North St Ste 324, Hyannis, MA 02601
50877xxxx5 gjs****@s*********************.com
Devasto Advisory Group 414 Washington St, Wellesley Hills, MA 02481
78123xxxx7 jls@d******.com
Santander Bank 16 Park St, Attleboro, MA 02703
50822xxxx1 ian********@s*******************.com 3.7 7 124082 819 124342
Dang, Harish, AGT 1400 Computer Dr, Westborough, MA 01581
50862xxxx0 ame******************@a***.com 132368 134659
Diffenderfer, Stella M 704 Route 6a, Yarmouth Port, MA 02675
50877xxxx1 ame******************@a***.com 132545 134869
Enterprise Bank 340 Great Rd Acton, MA 01720
97826xxxx6 cas*******************@e***.com 3.7 3 5 3 4.8 138 6749 151
Santander Bank 2 Milliston Rd, Millis, MA 02054
87776xxxx5 dyl*********@s*******************.com 124082 819 124342
Financially In Tune 607 North Ave Ste 12-10, Wakefield, MA 01880
78158xxxx2 jea***@f****************.com
Ameriprise Financial 300 Unicorn Park Dr Ste 2, Woburn, MA 01801
78193xxxx1 ame******************@a***.com 132547 134873
Caitlin Peloquin - Financial Advisor, Ameriprise Financial Services 324 Grove St, Worcester, MA 01605
50879xxxx5 cai*************@a***.com 334
Santander Bank 1665 Main St, Athol, MA 01331
87776xxxx5 124081 819 124341
Santander Bank 508 Boston Rd, Billerica, MA 01821
97867xxxx3 rud********@s*******************.com 2.9 9 124082 819 124342
Congress Wealth Management 155 Seaport Blvd, Boston, MA 02210
61742xxxx0 afr******@c*************.com 3.7 3
Pathstone 24 Federal St 8th floor, Boston, MA 02110
88875xxxx4 ada*****@p********.com
Santander Bank 57 Rollstone Rd, Fitchburg, MA 01420
87776xxxx5 rob************@s*******************.com 124083 819 124343
Stacie Weiner - RBC Wealth Management Financial Advisor 50 Castle St 1st Fl, Great Barrington, MA 01230
41352xxxx3 rbc*********@r**.com
Santander Bank 76 Swan St, Methuen, MA 01844
87776xxxx5 ala***********@s*******************.com 124081 819 124341
Seamans Capital Management 80 Hayden Ave, Lexington, MA 02421
78189xxxx5 ele*********************@s*************.com
Santander Bank 590 Fellsway, Medford, MA 02155
87776xxxx5 kei********@s*******************.com 4 124071 890 124839
Ameriprise Financial 31 Church St, Winchester, MA 01890
78172xxxx0 ame******************@a***.com 132547 134873
Edward Jones - Financial Advisor: Ron Ellis 53 County Rd, Mattapoisett, MA 02739
50871xxxx2 and*******@c*************.ca
Cormorant Asset Management, Llc 200 Clarendon St 52nd floor, Boston, MA 02116
85770xxxx0 aa@s**.gov
Santander Bank 130 Taunton Ave, Seekonk, MA 02771
50833xxxx0 a@s************.com 4.4 9 124082 819 124342
Santander Bank 978 Boylston St, Newton Highlands, MA 02461
87776xxxx5 pie**************@s*******************.com 124081 819 124341
Ameriprise Financial 22 Uncle Henrys Rd, Mashpee, MA 02649 77452xxxx0
Cape Ann Financial 8 Raymond St, Manchester, MA 01944 97852xxxx0
Ameriprise Financial Po Box 549, Whitman, MA 02382
78144xxxx6 ame******************@a***.com 132547 134873
James Henry - TD Wealth Financial Advisor 108 Main St, North Andover, MA 01845
78160xxxx9 abc***@t*.com
Provencher Financial Service 330 Whitney Ave Ste 600, Holyoke, MA 01040 41359xxxx0 3
Santander Bank 9 Nelson St, Leominster, MA 01453
87776xxxx5 rob************@s*******************.com 124081 819 124341
Baker Financial Services 85 Samoset St Ste 10, Plymouth, MA 02360
50874xxxx5 joh*@b***************.com
Santander Bank 234 Washington St, Hudson, MA 01749
87776xxxx5 lee***********@s*******************.com 124081 819 124341
Edward Jones - Financial Advisor: Brian E Smith 30 Mechanic St Ste 1, Foxboro, MA 02035
50841xxxx2 and*******@c*************.ca
Brenden Bowers - Financial Advisor, Ameriprise Financial Services 275 Martine St Ste 302, Fall River, MA 02723
50883xxxx3 bre*************@a***.com
BV Investment Partners 125 High St # 17, Boston, MA 02110
61735xxxx0 ada***@b***.com
Edward Jones - Financial Advisor: Nicholas W Pucel 2141 Boston Rd Ste G, Wilbraham, MA 01095
41334xxxx4 and*******@c*************.ca
Santander Bank 98 Millbury St, Worcester, MA 01610
87776xxxx5 a@s************.com
Russell Beckwith - Financial Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx8 bri**********@a***.com
Raymond James Financial Services aar**********@r***********.com 17081
Wendy Davidson - Platinum Financial Services Advisor, Ameriprise Financial Services 11 Water St Ste 2A, Arlington, MA 02476
50879xxxx1 dns*****@a***.com
Morgan Stanley 370 Faunce Corner Rd Ste 103, North Dartmouth, MA 02747
50898xxxx0 ccg************@m******************.com
Cadence Wealth Management 1800 W Park Dr Ste 330, Westborough, MA 01581
50889xxxx0 aim**@c********.com 4 3
4
Cerity Partners, Boston MA 699 Boylston St 10th floor, Boston, MA 02116
61753xxxx3 aad***@c*************.com
Kevin L. Williams - RBC Wealth Management Branch Director 5 Bristol Dr Ste 2, South Easton, MA 02375
50823xxxx0 bck@m************.com 362 404
Santander Bank 296 Essex St, Lawrence, MA 01840
97865xxxx0 med***********@s********.us 2.9 20 124079 835 124752
Santander Bank 8 E Washington St, North Attleboro, MA 02760
87776xxxx5 ian********@s*******************.com 98 124074 838 124757
Jeffrey Mishol Financial Service 150 Andover St, Danvers, MA 01923
97876xxxx4 bri**********@l**.com 1 19775 185 21206
Fairfield Financial Advisors 20 William St # 260, Wellesley, MA 02481
78143xxxx9 che****@f*******************.com 2 1
Ameriprise Financial 104 Pinehurst Dr, Wareham, MA 02571
50829xxxx0 ame******************@a***.com 132545 134869
Peabody, MA Branch Office - UBS Financial Services Inc. 8 Essex Center Dr Ste 2ND, Peabody, MA 01960
97853xxxx7 and*****************@u**.com
Rhoades, Bixby & Wakefield - Ameriprise Financial Services 196 Pleasant St Ste 202, Northampton, MA 01060
41372xxxx5 dns*****@a***.com
George & Company 65 James Street, Worcester, MA 01603
50875xxxx0 all****@g**********.com 5 4 5 11 554 3
5 11
Ma State Carpenter's Fund 350 Fordham Rd, Wilmington, MA 01887 97869xxxx0 4.5 24
Newbury Investment Partners 22 Elm St Ste 330, Worcester, MA 01608
50876xxxx3 a.-************@r***********.com 17085
Jamrog Group 136 West St, Northampton, MA 01060
41358xxxx0 soc***@n*****************.com 4.3 1060 105232 15829 106874
The Albert Investment Group 57 River St, Wellesley Hills, MA 02481
78127xxxx3
Edward Jones - Financial Advisor: Chiquita Rice 1330 Beacon St Ste 242, Brookline, MA 02446
61743xxxx0 and*******@c*************.ca
Delphi Management 50 Rowes Wharf Boston, MA 02110
61733xxxx5 cma*******@d**********.com
Securities America Inc 19 Union St, Scituate, MA 02066
78154xxxx0 aad********@s****************.com
Anchor Capital Advisors LLC Two International Place, Boston, MA 02110
61733xxxx0 aca@a************.com
Berkeley Investments Inc 125 High St #531, Boston, MA 02110
61743xxxx8 tim******@g****.com
Santander Bank 480 N Franklin St, Holbrook, MA 02343
87776xxxx5 dan**********@s*******************.com 124082 819 124342
The Harmuth Calabro Group - UBS Financial Services Inc. 8 Essex Center Dr Ste 2ND, Peabody, MA 01960
97853xxxx9 and*****************@u**.com
Santander Bank 115 Stafford St, Worcester, MA 01603
87776xxxx5 pau*********@s*******************.com 124074 838 124757
Santander Bank 45 Storey Avenue Port Plaza Route 113, Newburyport, MA 01950
97846xxxx0 3.8 8
Fair Weather Investing 44 Cutler Rd, Andover, MA 01810
97866xxxx5 tom@f*******************.com
Newbury Piret & Co. One Boston Place, 201 Washington St Ste 2600, Boston, MA 02201
61736xxxx0 aal**@n***********.com
Stephen Duval - Private Wealth Advisor, Ameriprise Financial Services 551 Newton St, South Hadley, MA 01075
41354xxxx6 deb***********@a***.com 5 2 166 9
Skyeburst Wealth Management - Ameriprise Financial Services 1700 W Park Dr Ste 100, Westborough, MA 01581
50848xxxx7 ale************@a***.com 2137 135
Edward Jones - Financial Advisor: Steven A Crespo 658 Center St, Ludlow, MA 01056
41330xxxx6 and*******@c*************.ca
Merrill Lynch Wealth Management 45 William St, Wellesley Hills, MA 02481
78143xxxx5 ale*********@m*.com
Santander Bank 245 William S Canning Blvd, Fall River, MA 02721
87776xxxx5 deb*********@s*******************.com 124083 819 124343
Little House Capital 35 Braintree Hill Park # 100, Braintree, MA 02184
61754xxxx0 dav*********@l*****************.com
AKAR Ventures 400 W Cummings Park Ste 2850, Woburn, MA 01801
78128xxxx6 d_j@a***********.com
5
Oasis Wealth Advisors - Ameriprise Financial Services
ash***********@a***.com
Santander Bank 486 Chandler St, Worcester, MA 01602
87776xxxx5 mic************@s*******************.com 124082 819 124342
Ameriprise Financial 7 Beaver Dam Rd, Scituate, MA 02066 78154xxxx9
Santander Bank 75 Main St, Vineyard Haven, MA 02568
50869xxxx0
Santander Bank 22 Main St, Blackstone, MA 01504
87776xxxx5 ian********@s*******************.com 124081 819 124341
Santander Bank 486 Lincoln St, Worcester, MA 01605
50885xxxx1 4 11
Santander Bank 1075 Broadway, Saugus, MA 01906
87776xxxx5 mic***********@s*******************.com 124072 838 124755
American Express 1600 Falmouth Rd, Centerville, MA 02632
50877xxxx0 aar**@a**************.com 14 7984990 7977366
Santander Bank 314 Main St, Gardner, MA 01440
87776xxxx5 ban**********@e****.bankofamerica 4.5 2 1 2861225 2812434
Ameriprise Financial 116 Prichard St, Fitchburg, MA 01420
97834xxxx0 ame******************@a***.com 132547 134873
Somerset Joseph 46 Huckleberry Rd, Hopkinton, MA 01748 50852xxxx2
Christopher Sherman - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx6 ale*******@u**.com
Zxia Capital Partners 1 Van De Graaff Dr, Burlington, MA 01803
78127xxxx0 aa@h****.com 4.5 790
William Jacques 36 Washington St, Norwell, MA 02061
78168xxxx5 a.p*****@c***********.com 175067 176628
McNamara Financial Services 70 Broadway St, Westford, MA 01886
97869xxxx0 aly***@m****************.com 561 31
Santander Bank 1 N Main St, Uxbridge, MA 01569
87776xxxx5 med***********@s********.us 124079 835 124752
David S. Hoar III - Financial Advisor, Ameriprise Financial Services 35 Village Rd Ste 500, Middleton, MA 01949
97853xxxx8 dav*******@a***.com
Ameriprise Financial 43 Scanlon Dr, Randolph, MA 02368
78196xxxx0 ale*@t*********.com
Raymond James 1 Mercantile St Ste 720, Worcester, MA 01608
50836xxxx0 7
Linsco Private Ledger 255 County St, Somerset, MA 02726 50867xxxx5 3
The Ducie Group - UBS Financial Services Inc. 1471 Iyannough Rd, Hyannis, MA 02601
50836xxxx9 and*****************@u**.com
Bjorn Koch - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx0 ade********@u**.com
Mary Davis - Financial Advisor, Ameriprise Financial Services 175 Derby St Ste 27, Hingham, MA 02043
78187xxxx6 dns*****@a***.com
FMG Financial Services, Inc. 228 Park Ave, Worcester, MA 01609
80095xxxx5 bob@f*******************.com
Claudia Pereira - TD Wealth Financial Advisor 441 Cooley St, Springfield, MA 01128
41320xxxx5 add********************@t*.com
Rosen Theresa M 365 Boston Post Rd, Sudbury, MA 01776
97844xxxx1 inf*@p****************.com
Edward Jones - Financial Advisor: Rich Friese Jr 495 West St Ste 1, Amherst, MA 01002
41335xxxx2 and*******@c*************.ca
Ayca Akisik - TD Wealth Financial Advisor 460 Newton St, South Hadley, MA 01075
41331xxxx0 abc***@t*.com
Boston Capital Real Estate Partners 268 Summer Street Floor 3, Suite A, Boston, MA 02210
acq*********@b**********************.com
Santander Bank 1266 Commonwealth Ave, Allston, MA 02134
87776xxxx5 124071 890 124839
Colman Knight Advisory Group 18 Audubon Ln Carlisle, MA 01741
97837xxxx5 bxx*******@c***********.com 5 5
James R Doherty - Financial Advisor, Ameriprise Financial Services 99 Derby St Ste 301, Hingham, MA 02043
78174xxxx8 dns*****@a***.com
Mary O'Williams 19 Old Rowley Rd, Newbury, MA 01951
97846xxxx0 mar**********@m*****.com
CAPTRUST 10 Laurel Ave #100, Wellesley Hills, MA 02481
78123xxxx0 aar*********@c*******.com
Santander Bank Cabot St, Beverly, MA 01915
97892xxxx0 med***********@s********.us 2.8 10 124079 835 124752
Nestor Financing Corp Inc 37 Bridge St, Salem, MA 01970
97874xxxx0 atu****@n************.com 3.4 14
Merrill Lynch Wealth Management 1889 Wilbraham Rd, Springfield, MA 01129
41354xxxx2 aas***********@m*.com
Baystate Financial Services 1 W Boylston St, Worcester, MA 01605
77467xxxx0 aac*****@b****************.com
5 3
Investor Group 189 State St, Boston, MA 02109 61757xxxx5
Ameriprise Financial 20 Walnut Rd, Weston, MA 02493
78123xxxx0 ame******************@a***.com 132539 134861
Beacon Equity Advisors, Inc. 1500 Providence Hwy, Norwood, MA 02062
78155xxxx0 beq*************@b*******************.com
Ameriprise Financial 63 South St Ste 192, Hopkinton, MA 01748
50843xxxx0 dns*****@a***.com
Santander Bank 501 Boston Post Rd, Sudbury, MA 01776
87776xxxx5 and********@s*******************.com 124083 819 124343
Santander Bank 189 Watertown St, Watertown, MA 02472
87776xxxx5 ran*******@s*******************.com 124082 819 124342
Santander Bank 174 Main St, Peabody, MA 01960
87776xxxx5 124072 838 124755
Visper Group 51 Pullman St, Worcester, MA 01606
50842xxxx0 car**@t*************.com
Kochevar Financial Planning, LLC Grafton, MA 01519
77432xxxx9 joh*@k*****.net
Scott Coppock 272 Great Rd, Littleton, MA 01460
97826xxxx4 a.p*****@c***********.com 175067 176628
Davis Team - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx0 ade********@u**.com
Investment Advisory Group 51 Mill St Bldg D - Ste 101 Hanover, MA 02339
78182xxxx5 and*******@i**********.com
Santander Bank 970 Saint James Ave, Springfield, MA 01104
87776xxxx5 2 124082 819 124342
The Colony Group 132 Turnpike Rd #100, Southborough, MA 01772
50822xxxx0 aay***@t*************.com
Ameriprise Financial 35 Parkwood Dr, Hopkinton, MA 01748
50843xxxx5 ame******************@a***.com 132592 134629
Boston Financial Management 255 State St, Boston, MA 02109
61733xxxx8 abb**@b********.com 5 1 87 46 116
Le Pain, Timothy E, AGT 2 Summer St, Natick, MA 01760
50865xxxx5 ame******************@a***.com 132539 134861
Santander Bank 976 Route 28, South Yarmouth, MA 02664
87776xxxx5 ric*************@s*******************.com 124074 838 124757
Santander Bank 2136 Acushnet Ave, New Bedford, MA 02745
50899xxxx0 kel*********@s*******************.com 4.1 9 124081 819 124341
Irene M Garand - Platinum Financial Services Advisor, Ameriprise Financial Services 113 Main St Ste 3, Sturbridge, MA 01566
77430xxxx1 dns*****@a***.com
Ameriprise Financial 110 Winter St, Waltham, MA 02451
78168xxxx0 ame******************@a***.com 132547 134873
Santander Bank 369 W Main St, Northborough, MA 01532
87776xxxx5 a@s************.com 2.8 5 124044 803 124298
Ameriprise Financial 130 College St Ste 150, South Hadley, MA 01075
41354xxxx4 deb***********@a***.com 166 9
David Bacchetta - Financial Advisor, Ameriprise Financial Services 415 Boston Tpke Ste 200, Shrewsbury, MA 01545
50884xxxx3 dav**************@a***.com
Northland Investment Corporation 2150 Washington St, Newton, MA 02462
61796xxxx0 aan*******@n********.com 2.3 21 682
1 1
Edward Jones - Financial Advisor: Tim Mazanec 419 Boylston St Ste 702, Boston, MA 02116
61726xxxx2 and*******@c*************.ca 5 1
Elizabeth Snow Wilds - Financial Advisor, Ameriprise Financial Services 175 Andover St Ste 304, Danvers, MA 01923
97830xxxx3 dns*****@a***.com 17
Regan and Thornton Investment Services 191 Merrimack St Ste 206, Haverhill, MA 01830 97851xxxx5
Mondeau Associates 410 Laurel St, Bridgewater, MA 02324 50827xxxx0
Scatolini Carol 1724 Boston Rd, Springfield, MA 01129 41378xxxx0
Pegaesus Fax 237 Lexington St, Woburn, MA 01801 78193xxxx0
Castile Ventures 65 William St Ste 205, Wellesley Hills, MA 02481
78189xxxx0 car****@c**************.com
Santander Bank 249 Main St, Southbridge, MA 01550
50876xxxx1 124081 819 124341
Riley Flanagan 1177 Hancock St, Quincy, MA 02169
78136xxxx2 a.p*****@c***********.com 175067 176628
Barker Financial Group Inc
chr******@b*******.com
Alliance Financial Services 200 Great Rd Ste 222, Bedford, MA 01730
78127xxxx0
Santander Bank 5 Billerica Rd, Chelmsford, MA 01824
87776xxxx5 rud********@s*******************.com 2.8 10 124081 819 124341
Muldoon, Borges & Beauregard - Ameriprise Financial Services 275 Martine St Ste 302, Fall River, MA 02723
50883xxxx3 ast***********@a***.com 251
Winn Wealth Management - UBS Financial Services Inc. 8 Essex Center Dr Ste 2ND, Peabody, MA 01960
97853xxxx8 and*****************@u**.com
Zevin Asset Management 2 Oliver St Suite 806, Boston, MA 02109
87751xxxx5 ben@z****.com
Santander Bank 55 Bassett Ln, Hyannis, MA 02601
50877xxxx0 ric*************@s*******************.com 2.9 10 124081 819 124341
Tritle, Costa & Associates - Ameriprise Financial Services, LLC 10 Cedar St Ste 33, Woburn, MA 01801
78193xxxx1 dns*****@a***.com
Ameriprise Financial 300 Centre St Ste 101, Holbrook, MA 02343
78196xxxx0 ame******************@a***.com 132547 134873
Santander Bank 2A Elm St, Woburn, MA 01801
78172xxxx2 3.6 14
Hoopoe Advisors 603 Massachusetts Ave, Boston, MA 02118
61770xxxx9 doe@h*************.com
Geremia Stephen A Investments & Insurance 5 N Meadows Rd, Medfield, MA 02052
50865xxxx1 gxx******@g*****************.com
Koch Cook Cairone - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx2 ade********@u**.com
Daniel T Wilson - Private Wealth Advisor, Ameriprise Financial Services 975 Merriam Ave Ste 208, Leominster, MA 01453
97853xxxx8 ale************@a***.com 2137 135
River Works Credit Union 947 Western Ave Lynn, MA 01905
78159xxxx6 ame******@r***.com 3.3 24 2 4
South End Wealth Management - Ameriprise Financial Services, LLC 546 Tremont St, Boston, MA 02116
61742xxxx6 bri***************@a***.com 189 8 190
Darrow Wealth Management 22 Boston Wharf Rd 7th floor, Boston, MA 02210
61733xxxx0 adi@d*********************.com 55
Rollstone Bank & Trust 780 Main St, Fitchburg, MA 01420
97830xxxx9 ala************@r************.com 4
Charles Schwab 161 Worcester Rd Ste 407, Framingham, MA 01701
50842xxxx1 5 3
Smith Barney 84 Central St, Wellesley, MA 02482
78144xxxx9 inf**@m**********************.com 2.6 8
Kania Paul A Certified Financial Planner 1227 Elm St, West Springfield, MA 01089
41378xxxx6 dom****@a***********.com
Santander Bank 423 Route 134, South Dennis, MA 02660
50839xxxx9 4.6 5
Carl P. Sherr & Co., LLC 446 Main St, Worcester, MA 01608
50879xxxx6 abo***@c*********.com
Dover Group Elm Bank Horticulture Center, 900 Washington St, Wellesley, MA 02482
78141xxxx0 abe****@d*********.com
Richard Baum - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx5 d.b***@a***.com 52
Edward Jones - Financial Advisor: Jason S Hicklen 37 Prospect St Suite C, East Longmeadow, MA 01028
41335xxxx6 a.j*********@e**********.com 22 82757 92132
Jane Ricardi 19 Green St, Kingston, MA 02364 78158xxxx6 dom***@f*.com
Bracebridge Capital 6 Beacon St #725, Boston, MA 02108
61722xxxx7 inf*@b**********************.com 109
Meridian Properties Inc 1266 Furnace Brook Pkwy Ste 403, Quincy, MA 02169
61732xxxx6 bla***@m******************.com
Santander Bank 1927 Beacon St, Brighton, MA 02135
87776xxxx5 a@s************.com 124071 890 124839
Wells Fargo Advisors 260 Franklin St Ste 700, Boston, MA 02110
61725xxxx7 &.m****@w*****************.com
Hall Dudley Capital Mgmt 183 State St, Boston, MA 02109 61755xxxx3
Northwestern Mutual 257 Turnpike Rd, Southborough, MA 01772
50887xxxx4 aar*******@n*****************.com 107326 16178 108000
Santander Bank 6 Post Office Sq, Harwich Port, MA 02646
87776xxxx5 ric*************@s*******************.com 22 124082 819 124342
Wells Fargo Advisors 1513 Iyannough Rd Ste 3, Hyannis, MA 02601
50877xxxx4 ada*********@w*****************.com 189267
Santander Bank 786 Main Rd, Westport, MA 02790
50863xxxx4 chr***************@s*******************.com 5 4 124081 819 124341
Ameriprise Financial Service Inc 546 Tremont St, Boston, MA 02116
61742xxxx6 3d@**w.ameriprise 132229 134430
Fidelity Investments 551 Boston Tpke - 01545 Shrewsbury (MA)
80052xxxx6 aar********@f*******.com 3.6 20 313884 328973
Boston North Wealth Management - UBS Financial Services Inc. 8 Essex Center Dr Ste 2ND, Peabody, MA 01960
97853xxxx2 bre***********@u**.com
Technology Investment Strategies Corp 5 Speen St, Framingham, MA 01701 50887xxxx0
Silver Pine Capital, LLC 5 W Mill St #5, Medfield, MA 02052
61730xxxx1 dix**@s****************.com
Eastern Trust Wealth Management 12 Congress St, Milford, MA 01757
50853xxxx0 inf*@e*************.com
Santander Bank 326 Boston Post Rd, Wayland, MA 01778
50835xxxx6 124082 819 124342
Major League Investments Inc 530 Loring Ave Ste 302, Salem, MA 01970 97874xxxx1
Baupost Group 10 Saint James Ave Ste 1700, Boston, MA 02116
61742xxxx5 aa@b******.com 1 1
Christopher Stark - Financial Advisor, Ameriprise Financial Services 1333 Main St Ste H, Walpole, MA 02081
78144xxxx7 chr****************@a***.com 147 3
Santander Bank 400 Beech St, Holyoke, MA 01040
87776xxxx5 84 124072 838 124755
Mahoney, Daniel, AGT 175 Andover St, Danvers, MA 01923
97864xxxx5 ame******************@a***.com 132539 134861
WPS Financial Services 180 Denslow Rd, East Longmeadow, MA 01028
41375xxxx7 dbo**@b************.net 5 2
Santander Bank 414 Broadway, Lynn, MA 01904
78159xxxx7 sil************@s*******************.com 124083 819 124343
1031 Investment Solutions 42 Winter St, Natick, MA 01760 50865xxxx0
Edward Jones - Financial Advisor: Dan Brothers 320 Derby St, Salem, MA 01970
78146xxxx5 and*******@c*************.ca
Silver Investments 111 Speen St Ste 305, Framingham, MA 01701
50887xxxx8
Jason J Mullane - Private Wealth Advisor, Ameriprise Financial Services 1782 Main St, Athol, MA 01331
97824xxxx2 dns*****@a***.com
Renaissance Wealth Advisors 275 Grove St suite 2-400, Auburndale, MA 02466
61766xxxx5 inf*@r**********.com
G2 Capital Advisors 420 Boylston St, Boston, MA 02116
61753xxxx1 aed*****@g****************.com 5.01
Santander Bank 119 Belmont St, Worcester, MA 01605
87776xxxx5 124082 819 124342
Ampersand Capital Partners 55 William St Wellesley Hills, MA 02481
78123xxxx0 ale*@a***************.com 36
Santander Bank 30 Barlows Landing Rd, Pocasset, MA 02559
50856xxxx4 can***********@s*******************.com 3.7 3 124081 819 124341
Edward Jones - Financial Advisor: Laura Townes 495 West St Ste 1, Amherst, MA 01002 41325xxxx9
Dietz and Lynch Financial Grp 37 Forrester St, Newburyport, MA 01950
97822xxxx6 bri**********@d************.com
Ameriprise Financial Services Inc 63 South St, Hopkinton, MA 01748
50843xxxx7 ant*******@a***.com 132545 134869
J W Kodak Capital Management 104 Crowell Rd, Chatham, MA 02633
50894xxxx5 cha**@j******.com
Claudia Pereira - TD Wealth Financial Advisor 847 Williams St, Longmeadow, MA 01106
41320xxxx5 add********************@t*.com
Trident Partners - UBS Financial Services Inc. 1099 Hingham St, Rockland, MA 02370
78198xxxx2 and**********@u**.com
Edward Jones - Financial Advisor: Tyler C Gates 304 Cambridge Rd Ste 220, Woburn, MA 01801
78178xxxx2 and*******@c*************.ca
Needham R B Advisory Corp 451 Andover St, North Andover, MA 01845 97868xxxx1
Sandler O'Neill & Partners LP 1 Boston Pl, Boston, MA 02108
61799xxxx0 aba***@s************.com 906 99
Opus Investment Management Inc 440 Lincoln St, Worcester, MA 01653
50885xxxx2 adr*****@o*************.com
Santander Bank 71 Main St, Andover, MA 01810
97824xxxx0 kev***********@s*******************.com 124083 819 124343
Morgan Stanley 125 High St, Boston, MA 02110 61773xxxx4
Santander Bank 55 Riverside Ave, Medford, MA 02155
87776xxxx5 124044 803 124298
Shea & Company, LLC John Hancock Tower, 200 Clarendon St, Boston, MA 02116
cpi******@s******.com 1.99
Money Concepts Financial Planning Center 160 Turnpike Rd, Chelmsford, MA 01824
97825xxxx0 aak***@m************.com
Tripension Associates 297 E Main St, Marlborough, MA 01752
50848xxxx1 and***@t*********.com
Thomas Pelley - Financial Advisor, Ameriprise Financial Services 60 Walnut St Ste 4, Wellesley, MA 02481
61760xxxx6 bri***********@a***.com
Merrill Lynch Wealth Management 36 Middlesex Tpke, Bedford, MA 01730
50976xxxx7 aas***********@m*.com
Wenning Investments, LLC Riverside Center, 275 Grove St #2, Auburndale, MA 02466
61796xxxx0 bre***@w*****************.com
Artemis Financial Advisors 115 Newbury St, Boston, MA 02116
61754xxxx0 agu******@a**************.com 5 3 144 152
Permanent Endowment For Martha's Vineyard 4 Uncas Ave, Oak Bluffs, MA 02557
50833xxxx5 aja***@e******.org 4.7 261
Acquisto Financial Advisory 101 Arch St Suite 800, Boston, MA 02110 85726xxxx9
Edward Jones - Financial Advisor: Alan D Bell 222 Great Rd Ste 8, Littleton, MA 01460
97842xxxx6 and*******@c*************.ca 5 2
Abaris Financial Group LLC 9 Pond Ln #1f, Concord, MA 01742
97837xxxx9 abb**@a*******************.com 5 2 266
Santander Bank 7 Washington St, Taunton, MA 02780
87776xxxx5 jos**********@s*******************.com 124074 838 124757
Lineage Capital 399 Boylston St, Boston, MA 02116
61777xxxx0 bi**@l*********.com
Carr Financial Group 20 Park Ave, Worcester, MA 01605
50879xxxx4 and***@c************.net 19
Eventide Asset Management LLC 1 International Pl Suite 4210, Boston, MA 02110
87777xxxx6 car****@e******************.com 5 3
Santander Bank 505 Boston Post Rd, Sudbury, MA 01776
97844xxxx0 and********@s*******************.com 124083 819 124343
Santander Bank 125 Huttleston Ave, Fairhaven, MA 02719
50899xxxx1 3.7 3
Brown Investment Advisors 4 Howes Ln, Plymouth, MA 02360 50874xxxx5
Investors Capital 95 Washington St Ste 580, Canton, MA 02021 78182xxxx0
Thomas Pippitt - Private Wealth Advisor, Ameriprise Financial Services 275 Martine St Ste 302, Fall River, MA 02723
50891xxxx4 dns*****@a***.com
Tyson M Lashley - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx7 dns*****@a***.com
Seamark Financial Services Inc
Santander Bank 114 Main St, Wayland, MA 01778
87776xxxx5 124082 819 124342
Santander Bank 1230 Braley Rd, New Bedford, MA 02745
50898xxxx8
Lechner Victoria M 380 Elm St Ste 3, North Attleboro, MA 02760
50869xxxx9 cri*****@v********.com
Broad Street Capital 100 Cummings Ctr Ste 324B, Beverly, MA 01915 97823xxxx8
Windjammer Capital Investors 890 Winter St #235, Waltham, MA 02451
78153xxxx0 afa****@w****************.com
Morgan Stanley 75 North St Ste 402, Pittsfield, MA 01201 41344xxxx6
Dion Money Management Advisors 25 Main St, Williamstown, MA 01267
41345xxxx0 bbu*****@a*******.com 177 23
The Gold Wealth Management Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx2 ade********@u**.com
Fidelity Investments 551 Boston Turpike, Suite 40, Shrewsbury, MA 01545
80052xxxx6 a61****@f*******.com 3.6 20 313883 328971
4.5
Central New England Financial Services 29 Main St, Leominster, MA 01453 97846xxxx6
DCF Group 29 Water St Ste 208, Newburyport, MA 01950
97846xxxx6 ada*@t**********.com
Santander Bank 12 Harvard St, Waltham, MA 02453
87776xxxx5 bak**************@s*******************.com 124072 838 124755
Mass Equity Investment Group LLC 675 VFW Pkwy #268, Chestnut Hill, MA 02467 61738xxxx4 4 1
LTG Capital, LLC 275 Grove St #100, Auburndale, MA 02466
88844xxxx1 ana*************@l*********.com 5 1
Edward Jones - Financial Advisor: Trevor Nielsen 419 Main St, Sturbridge, MA 01566
50834xxxx0 a.j*********@e**********.com 82922
Santander Bank 426 Essex St, Salem, MA 01970
87776xxxx5 kei********@s*******************.com 124082 819 124342
Santander Bank 211 Alewife Brook Pkwy, Cambridge, MA 02138
87776xxxx5 kei********@s*******************.com 4 124071 890 124839
Raymond James Financial 900 Cummings Ctr Suite 307-t, Beverly, MA 01915
97833xxxx4 fav***@c************.com
Lee Capital Management 57 River St, Wellesley, MA 02481
61795xxxx9 jde*****@l*************.com
Corporate Executive Consulting Group - UBS Financial Services Inc. One Post Office Square 33rd Floor, Boston, MA 02109
61743xxxx7
Susan N Alvanos - Private Wealth Advisor, Ameriprise Financial Services 1349 Springfield St, Feeding Hills, MA 01030
41382xxxx0 dns*****@a***.com 139
Nelson James E 11 Cross St, West Brookfield, MA 01585
50886xxxx4 dns*****@a***.com
Mirus Capital Advisors Inc 200 Summit Dr, Burlington, MA 01803
78141xxxx0 a@m*****.com
DiCarlo Chadwick Wealth Management Group 222 Rosewood Dr Ste 510, Danvers, MA 01923
97864xxxx9 rbc*********@r**.com 11973 13326
Ameriprise Financial 12 Mariners Lndg, Edgartown, MA 02539
50862xxxx7 dns*****@a***.com
Hart & Patterson Financial Group 19 Research Dr Ste 1, Amherst, MA 01002
41325xxxx4 che***@h************.com
Northeast Planning Associates 37 Forrester St, Newburyport, MA 01950
97846xxxx3 ado*****@n****************.com
Baystate Investment Fund, Llc 1 Kelley Sq, Worcester, MA 01610
50875xxxx4 11
5
PowerHouse Assets
13145xxxxx0 afi**@p***************.com
Wells Fargo Advisors 218 Main St, Lenox, MA 01240
41363xxxx8 a-p*************@w*****************.com 189273
Lease Financing Specialist 225 Water St, Plymouth, MA 02360
50883xxxx2 aoi**********@e***.com
Joshua Woerdeman - Financial Advisor, Ameriprise Financial Services 431 Country Club Way Ste 2, Kingston, MA 02364
50883xxxx9 cat*********@a***.com 5 2 1245
Morgan Stanley 1500 Main St. Suite 1900, Springfield, MA 01115 41373xxxx1 7
Boston Harbor Wealth Advisors, LLC 1400 Computer Dr Ste 201, Westborough, MA 01581
97876xxxx7 hal*********@b*****************.com 5 2
BRIDGE Wealth Management - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx5 dns*****@a***.com
Sell Fast Boston 663 Gallivan Blvd Boston, MA 02124
85793xxxx1 con****@s*************.com 5 9
Hanscom Federal Credit Union 150 S Huntington Ave, Jamaica Plain, MA 02130
80065xxxx8 aal******@h***.org 4 4 5214 20
Cardinal Financial Planning 72 Pine Hill Rd, Dedham, MA 02026 78168xxxx0
Connolly & Associates Inc 3 Edgewater Dr, Norwood, MA 02062
78176xxxx0
Dufault Douglas C Jr Law Ofc 250 E Main St Unit 4, Norton, MA 02766
50828xxxx0 dcd**@d****************.com 5 2
Acquisitionworks Inc 1050 Winter St, Waltham, MA 02451
78153xxxx0 den**************@a***************.com
Edward Jones - Financial Advisor: Gregg Helbock 293 Washington St Ste 1B Norwell, MA 02061
78165xxxx6 aar*********@e**********.com 22 82572 92585
Santander Bank 942 Main St, Southbridge, MA 01550
87776xxxx5 124072 838 124755
Ameriprise Financial 70 Parker St, Gardner, MA 01440
97863xxxx2 dns*****@a***.com
Advanced Technology Ventures 500 Boylston St # 1380, Boston, MA 02116
61785xxxx0 ami******@p***************.com
Jec Capital Partners 68 Mazzeo Dr, Randolph, MA 02368 78196xxxx1
Morgan Stanley Wealth Management 123 Turnpike St, North Andover, MA 01845 97868xxxx8
Colin POMROY - Financial Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx0 col*********@a***.com
MDT Advisers Inc 125 High St, Boston, MA 02110
61723xxxx0 a@f*****************.com
Edward Jones - Financial Advisor: Dan Tenore 25 South St, Hudson, MA 01749
97833xxxx4 and*******@c*************.ca
Gregg Desmarais - TD Wealth Relationship Manager 1800 Boston Rd, Springfield, MA 01129
41333xxxx1 add********************@t*.com
Old School Capital 1 Lupine Rd, Andover, MA 01810
97847xxxx0 e@o***************.com
Heenan, Daniel R, AGT 300 Unicorn Park Dr, Woburn, MA 01801
78193xxxx1 ame******************@a***.com 132545 134869
Blue Spark Financial 93 Church St, Lenox, MA 01240
41355xxxx0 cal***@b*****************.com
Santander Bank 110 Front St, Worcester, MA 01608
87776xxxx5 pau*********@s*******************.com 124081 819 124341
South End Wealth Management - Ameriprise Financial Services, LLC
bri***************@a***.com
Edelman Financial 160 Gould St, Needham Heights, MA 02494
78145xxxx5 aar**@e***************.com 3.9 292 37 18249 11 19500
Ameriprise Financial 100 Grandview Rd Ste 322, Braintree, MA 02184
78135xxxx6 dns*****@a***.com
Wells Fargo Advisors 287 Turnpike Rd Ste 250, Westborough, MA 01581
50846xxxx1 a-p*************@w*****************.com 5 8 189234
Santander Bank 246 Mill St, Leominster, MA 01453
87776xxxx5 rob************@s*******************.com 124082 819 124342
Welch, Michael G, AGT 175 Derby St, Hingham, MA 02043
78174xxxx7 ame******************@a***.com 132539 134861
New England Financial Group 728 State Rd, Plymouth, MA 02360
50822xxxx2 alc******@a********.com 5 27
Santander Bank 415 Main St, Woburn, MA 01801
87776xxxx5 jas********@s*******************.com 124072 838 124755
Ubs 1414 Main St, Springfield, MA 01144
41378xxxx0 aar*******@u**.com 175 229358 240131
Boardwalk Advisors Inc 8 Merchants Rd, Sandwich, MA 02563 50888xxxx7
Webster Capital 950 Winter St, Waltham, MA 02451
78141xxxx5 inf*@w************.com 35 4581085 4682158
Ortenzio, Julia, AGT 25 Recreation Park Dr, Hingham, MA 02043
78155xxxx2 ame******************@a***.com 132539 134861
Fiduciary Trust Company 53 State St, Boston, MA 02109
61748xxxx0 a.b*****@f**************.com 5 2
Santander Bank 133 Main St, Spencer, MA 01562
87776xxxx5 8 124081 819 124341
Performance Trust Capital Partners 203 Willow St Ste 2B, South Hamilton, MA 01982
31252xxxx2 aba**@p***************.com
PLS Financial 508 Geneva Ave, Dorchester, MA 02122
61728xxxx0 aar**@p*****.com 4.5 185 11510 480 11697
Archer Bay Capital 62 Commercial Wharf, Boston, MA 02110
61745xxxx9 jsm***@a***************.com 5 3
Singapore Economic Development Board 100 Oliver St, Boston, MA 02110
61726xxxx1 aar*******@r********.com
Carson Wealth 17 Accord Park Dr Ste 200, Norwell, MA 02061
78193xxxx0 abr****@c***********.com 5 3 3 1975 46 2271
CVW Financial Serving theMA Area
85754xxxx3 tim@c***********.com 5 4
Boston Partners Financial Group 138 River Rd #201, Andover, MA 01810
97868xxxx3 awo****@b****************.com 5 7
Shetland Financial 117 Kendrick St Ste 300 Needham, MA 02494
85720xxxx8 inf*@s*****************.com 5 5 111
Bracebridge Capital 888 Boylston St #15, Boston, MA 02116
61749xxxx0 ab@b*****************.com 4 1
Ameriprise Financial 3 Bishop Path, Sandwich, MA 02563
78174xxxx8 ant*******@a***.com 132539 134861
Bollus Lynch LLP 89 Shrewsbury St, Worcester, MA 01604
15087xxxxx7 bca*******@b**********.com 4 4
Santander Bank 11 Park St, Leominster, MA 01453
97853xxxx2 rob************@s*******************.com 4 11 124082 819 124342
Santander Bank 446 Main St, Worcester, MA 01608
50889xxxx0
Bradd Cuppels - UBS Financial Services Inc. 1471 Iyannough Rd, Hyannis, MA 02601
50836xxxx5 ale*******@u**.com
Idc Manufacturing Insights 5 Speen St, Framingham, MA 01701
50898xxxx0 cwi********@e**************.com 1517
Skyeburst Wealth Management - Ameriprise Financial Services 975 Merriam Ave Ste 208, Leominster, MA 01453
97853xxxx8 ale************@a***.com 2137 135
Mehta, Hiten, AGT 321 Stow Rd, Marlborough, MA 01752
50830xxxx4 ame******************@a***.com 132545 134869
Santander Bank 1001 Thorndike St, Palmer, MA 01069
87776xxxx5 8 124082 819 124342
Bioventures Investors 70 Walnut St Suite 302, Wellesley, MA 02481
61725xxxx3 aro******@b*******************.com
The Nolan Group - Ameriprise Financial Services 48 Mount Vernon St Ste 300, Winchester, MA 01890
78160xxxx0 car************@a***.com 490 2
Fidelity Investments 155 Congress Street, Boston, MA 02110
80034xxxx0 a61****@f*******.com 2.7 15 315055 328973
3 14
Santander Bank 200 Essex St, Salem, MA 01970
87776xxxx5 sil************@s*******************.com 124082 819 124342
Alfred Schofield - Financial Advisor, Ameriprise Financial Services 1284 Main St Unit A1, Osterville, MA 02655
50895xxxx0 alf*************@a***.com 13
Andy Griswold - RBC Wealth Management Financial Advisor 57 River St, Wellesley Hills, MA 02481
78126xxxx2 rbc*********@r**.com
Polen Capital 1075 Main St Suite 320, Waltham, MA 02451
78128xxxx0 ach******@p***********.com
Synergy 10 Post Office Sq, Boston, MA 02109
61720xxxx6 dav********@s************.com 4.5 4
4.5
Platinum Equity 3 Allied Dr Ste 109, Dedham, MA 02026
78146xxxx8 aar**@p*************.com
Moneysense Consltg 154 Water St, Newburyport, MA 01950 97846xxxx9
The LT Investment Group 53 State St Suite 3600, Boston, MA 02109
61772xxxx8 rbc*********@r**.com 11964 13318
TW Financial Group - Ameriprise Financial Services, LLC 415 Boston Turnpike, #200, Shrewsbury, MA 01545
40168xxxx9 ali***********@a***.com 217 22
Terry Griffith Jr., CRPS, CSRIC - UBS Financial Services Inc.
Ameriprise Financial 67 Hunt St Ste 200, Agawam, MA 01001
41378xxxx2 ame******************@a***.com 132547 134873
Santander Bank 6 Head Of The Bay Rd, Buzzards Bay, MA 02532
87776xxxx5 can***********@s*******************.com 124081 819 124341
Santander Bank 492 Main St, Melrose, MA 02176
78166xxxx6 3.2 11
The Burgess Advisory Group - Ameriprise Financial Services 792 S Main St Ste 105, Mansfield, MA 02048
50845xxxx2 dns*****@a***.com 192
Bacchetta, David, AGT 415 Boston Tpke, Shrewsbury, MA 01545
50884xxxx3 ame******************@a***.com 132368 134659
The Buckley Williams Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx2 and*****************@u**.com
Colman | Knight Advisory Group 530 Great Rd, Acton, MA 01720
97837xxxx5 bxx*******@c***********.com 5 5
Lawrence Ragone & Assoc 500 Edgewater Dr # 512, Wakefield, MA 01880 78124xxxx8
Crestwood Advisors
61752xxxx0 abe******@c****************.com
Commonwealth Financial 734 Forest St, Marlborough, MA 01752
50822xxxx0 aak*******@c***********.com 2389
Santander Bank 6 Thatcher Rd, Gloucester, MA 01930
87776xxxx5 mic***********@s*******************.com 124081 819 124341
Santander Bank 65 Tupper Rd, Sandwich, MA 02563
87776xxxx5 can***********@s*******************.com 124081 819 124341
Edward Jones - Financial Advisor: Glen F Duffy 146 Lowell St, Wakefield, MA 01880
78169xxxx9 and*******@c*************.ca
Balanced Rock Investment Advisors 40 Mechanic St Ste 304, Marlborough, MA 01752
61797xxxx3 bri**@b*****************************.com 529 8
PEAK Financial Services, Inc. 290 W Main St Ste 5, Northborough, MA 01532
50835xxxx5 bco*****@p*****.com
Exaltare Capital Partners, LLC 500 Boylston St, Boston, MA 02116
61785xxxx0 ale*********@e**************.com
Ameriprise Financial Services Inc 180 Paramount Dr, Raynham, MA 02767
50882xxxx2 ari***************@a***.com 171 169
Shoreline Private Wealth Management - Ameriprise Financial Services 25 Recreation Park Dr Ste 210, Hingham, MA 02043
78155xxxx0 dns*****@a***.com 543
Prospect Hill Growth Partners 500 Totten Pond Rd 6th floor, Waltham, MA 02451
61775xxxx0 ada***@p*****************.com
Morgan Stanley Wealth Management 429 Lakeside Ave, Marlborough, MA 01752
50862xxxx1 aar***********@m***********************.com
The Patriots Hill Wealth Management Group - Morgan Stanley
61758xxxx1 acm***********@m************.com
Santander Bank 65 Central St, Wellesley, MA 02482
87776xxxx5 aal***@s************.com
Stumm Financial 10 Langley Rd Ste 301, Newton Center, MA 02459
61779xxxx5 han*@h*****.com
Developer Finance 430 Main St Ste 3, Williamstown, MA 01267
41345xxxx5 cko***@d***************.com
Edward Jones - Financial Advisor: Michael J Quinn
Santander Bank 264 W Boylston St, West Boylston, MA 01583
87776xxxx5 a@s************.com 124044 803 124298
Barry Forman - Financial Advisor, Ameriprise Financial Services 180 Paramount Dr Ste 2, Raynham, MA 02767
50882xxxx5 bar***********@a***.com 149
Coppermine Capital 30 Monument Square #220, Concord, MA 01742
78178xxxx0 acl***@c****************.com
Ameriprise Financial 38 Englewood Rd, Winchester, MA 01890
78172xxxx8 ame******************@a***.com 132547 134873
Edward Jones - Financial Advisor: Alan J Tatro 40 Maple St, Florence, MA 01062
41325xxxx6 and*******@c*************.ca
Morgan Stanley Wealth Management 45 North St, Hyannis, MA 02601
50879xxxx6 aar***********@m***********************.com 2
Bowen, Heather, AGT 116 Prichard St, Fitchburg, MA 01420
97834xxxx0 ame******************@a***.com 132546 134872
Lexington Financial Group 74 Bedford St, Lexington, MA 02420
78186xxxx4
Edward Jones - Financial Advisor: Matt Cullen 66 North St, Medfield, MA 02052
50826xxxx6 and*******@c*************.ca
Ironwood Investment Management 67 Batterymarch St, Boston, MA 02110
61775xxxx0 awa**@i***************************.com
Santander Bank 310 New State Hwy, Raynham, MA 02767
50882xxxx9 jos**********@s*******************.com 2.5 8 124081 819 124341
Santander Bank 101 Page St, New Bedford, MA 02740
87776xxxx5 chr***************@s*******************.com 124072 838 124755
Moneta Group | Boston Investment Advisors 1 Mercantile St Suite 750, Worcester, MA 01608
50871xxxx0 aba*****@m**********.com
BRP/Grenier Financial Services 1 Monarch Pl Ste 810, Springfield, MA 01144
41373xxxx2 inf*@g***************.com 225
VENTURE ADVISORS 144 North Rd #2250, Sudbury, MA 01776
78127xxxx1 dic***********@v***************.com
Brian Smith 1177 Hancock St, Quincy, MA 02169 61796xxxx7
American Express 2 Prospect St, Millbury, MA 01527
50891xxxx9 aar**@a**************.com 14 7987265 7979635
The Cerato Group 4 Water St Ste 201, Nashua, NH 03060
60332xxxx1 jsm***@t*************.com
Michael Mackintire of Janney Montgomery Scott LLC 60 State St Ste 1350, Boston, MA 02109
61772xxxx0 aal******@j*****.com 1608
Santander Bank 126 Prospect St, Milford, MA 01757
50847xxxx0 pau*********@s*******************.com 3.3 11 124082 819 124342
MuniCrest Investment Management Company, Inc. 100 Andover Bypass St, North Andover, MA 01845
87722xxxx7 jsl****@m********.com
Jillian Blanchard - Private Wealth Advisor, Ameriprise Financial Services 275 Martine St Ste 300, Fall River, MA 02723
50891xxxx0 dns*****@a***.com 303
Wells Fargo Advisors 1421 Orleans Rd Ste 1C, Harwich, MA 02645
50843xxxx0 a-p*************@w*****************.com 189234
Curtin and Associates - Ameriprise Financial Services 20 Park Plz Ste 465, Boston, MA 02116
87752xxxx2 aar*********@a***.com 497
The Vierra Group - UBS Financial Services Inc. 1099 Hingham St 3rd Fl, Rockland, MA 02370
78198xxxx7 and*****************@u**.com
OBrien & Co PC JM 179 Northampton St Ste B, Easthampton, MA 01027 41352xxxx9
Crouse, Cheryl, AGT 415 Boston Tpke, Shrewsbury, MA 01545
50884xxxx3 ame******************@a***.com 132539 134860
DDJ Capital Management 130 Turner St, Waltham, MA 02453
78128xxxx0 akr********@d*****.com
Brian Costello - Private Wealth Advisor, Ameriprise Financial Services 200 Silver St Unit 215, Agawam, MA 01001
41384xxxx0 bri*************@a***.com 3
Santander Bank 65 Boston St, Lynn, MA 01904
87776xxxx5 sil************@s*******************.com 124081 819 124341
Mark Paone - UBS Financial Services Inc. 8 Essex Center Dr Ste 2ND, Peabody, MA 01960
61743xxxx2 and*****************@u**.com
Weller Francis J Jr Investment Advisory Service 1 Andre Ln, Orleans, MA 02653 50824xxxx5
Santander Bank 540 Massasoit Rd, Worcester, MA 01604
87776xxxx5 mic************@s*******************.com 124082 819 124342
Santander Bank 36 Worcester Rd, Charlton, MA 01507
87776xxxx5 124044 803 124298
Ascendant Financial 1111 Elm St, West Springfield, MA 01089 41330xxxx0
Michael Welch - Platinum Financial Services Advisor, Ameriprise Financial Services 175 Derby St Ste 1, Hingham, MA 02043
78174xxxx7 dns*****@a***.com
Beacon Pointe Advisors 400 Totten Pond Rd Suite 220, Waltham, MA 02451
aba*****@b***********.com 1
Edward Jones - Financial Advisor: Sarah J Dik 27 Main St, Topsfield, MA 01983
97822xxxx2 and*******@c*************.ca 59
Bco Inc 799 Middlesex Tpke, Billerica, MA 01821
97866xxxx5 eke****@b******.com
Santander Bank 833 Massachusetts Ave, Arlington, MA 02476
87776xxxx5 kei********@s*******************.com 124081 819 124341
Northeast Investment Advisors 40 Speen St Ste 202, Framingham, MA 01701
50842xxxx6 aly*********@n**********.com
Financial Solutions Associates 990 Washington St Ste 317, Dedham, MA 02026
78125xxxx5 ale*@f*****************.net
DataPoint Ventures 946 Great Plain Ave 126, Needham, MA 02492
78144xxxx1 gmc@d****************.com
Daniel J Marean - Private Wealth Advisor, Ameriprise Financial Services 275 Grove St Ste 1W-305, Auburndale, MA 02466
61760xxxx7 ale************@a***.com 38 2137 135
Panzini, Vincent, AGT 175 Andover St, Danvers, MA 01923
97877xxxx0 ame******************@a***.com 132545 134869
Arrowstreet Capital LP
61791xxxx0 aag*****@a*****************.com 5 4
RBC Wealth Management Branch - Wellesley 57 River St, Wellesley Hills, MA 02481
78126xxxx0 rbc*********@r**.com 11965 13318
Northwestern Mutual Life Insurance 107 Audubon Rd, Wakefield, MA 01880
78124xxxx0 aar***********@n***.com 4.3 959 105197 15803 106826
Santander Bank 35 W Main St, Norton, MA 02766
87776xxxx5 ian********@s*******************.com 124081 819 124341
Ameriprise Financial Services Inc 70 Railroad St, Great Barrington, MA 01230
61267xxxx1 ant*******@a***.com 132539 134861
Jones Street Investment Partners 100 Federal St Floor 20, Boston, MA 02110
61790xxxx0 abb***@j**********.com 5 1
Edward Jones - Financial Advisor: Holly B Landry 1600 Boston-Providence Hwy Ste 121 Walpole, MA 02081
50866xxxx8 aar*********@e**********.com 5 6 82829
Tuck Point Financial Group - Ameriprise Financial Services 401 Edgewater Pl Ste 110, Wakefield, MA 01880
78124xxxx9 dns*****@a***.com
Edward Jones - Financial Advisor: Austin A Martineau 285 Billerica Rd Ste 103, Chelmsford, MA 01824
97831xxxx7 and*******@c*************.ca
Michael Dicarlo - Private Wealth Advisor, Ameriprise Financial Services 662 State Rd, North Dartmouth, MA 02747
50871xxxx5 dns*****@a***.com
Alfred B Goodwin - Private Wealth Advisor, Ameriprise Financial Services 48 Federal St, Greenfield, MA 01301
41377xxxx2 alf*************@a***.com 158
Windham Capital Management 1 Federal St, Boston, MA 02110
61741xxxx0 ako****@w*************.com
Paul Hart - Platinum Financial Services Advisor, Ameriprise Financial Services 22 S Main St Ste 1, Topsfield, MA 01983
97888xxxx8 dns*****@a***.com
Baystate Fiduciary Advisors 101 Federal St Suite 1900, Boston, MA 02110
86641xxxx5 dns******@c********.com
Balanced Rock Investment Advisors 1408 Centre St, Boston, MA 02131
61797xxxx3 bri**@b*****************************.com 5 1 529 8
Philip C Hayes - Financial Advisor, Ameriprise Financial Services 226 Russell St Ste A, Hadley, MA 01035
41337xxxx0 ale*********@a***.com
AlphaView Wealth Advisors - Ameriprise Financial Services 5 Mount Royal Ave Ste 180, Marlborough, MA 01752
50848xxxx5 ama*********@a***.com 132 3
Michael Leone 876 Main St, Malden, MA 02148
78132xxxx9 a.p*****@c***********.com 175067 176628
Prudence Financial, Inc. 365 Boston Post Rd, Sudbury, MA 01776 97844xxxx1 5 1
Costa, Michael R, AGT 60 Walnut St, Wellesley Hills, MA 02481
61760xxxx6 ame******************@a***.com 132545 134869
Sherry L De Celle - Financial Advisor, Ameriprise Financial Services 38 Mahaiwe St Ste 2, Great Barrington, MA 01230
41371xxxx7 den************@a***.com
Santander Bank 414 Union St, Ashland, MA 01721
87776xxxx5 bak**************@s*******************.com 124083 819 124343
Santander Bank 11 Robert Toner Blvd, Attleboro Falls, MA 02763
50822xxxx0 med***********@s********.us 124079 835 124752
Joel Slovin - UBS Financial Services Inc.
Agent Capital 1400 Main St, Waltham, MA 02451
61771xxxx8 1lu***********************@d*************.com
The Boston Company Asset Management BNY Mellon Center, 1 Boston Place, Boston, MA 02108
61772xxxx9 ab@t***************.com 5 2
Mark Dittrich - Raymond James 443 E Central St, Franklin, MA 02038
50852xxxx6 bil**********@r***********.com 170 172 14
Shields & Co Inc 890 Winter St Ste 160, Waltham, MA 02451
78189xxxx3 ana****@s********.com
Matthew Goward, CFP® - UBS Financial Services Inc. 1471 Iyannough Rd Ste 2, Hyannis, MA 02601
50836xxxx6 bre***********@u**.com
Sharp Financial Strategies 10 Liberty St, Danvers, MA 01923 97876xxxx8
Santander Bank 252 Broadway, Raynham, MA 02767
87776xxxx5 jos**********@s*******************.com 5 2 124081 819 124341
Edward Jones - Financial Advisor: Sean R Parent 20 Elm St Ste A, Westfield, MA 01085 41356xxxx0
Brian Gardiner, CFP, CRPC - UBS Financial Services Inc. 1471 Iyannough Rd, Hyannis, MA 02601
50836xxxx0 and*****************@u**.com
Brookstone Wealth Management 351 Main St, Oxford, MA 01540
50898xxxx0 bri**@b*************************.com
Peak Financial Management 20 William St Ste 135 Wellesley, MA 02481
78148xxxx0 chr**@p*************.com 4.1 9 5 2
Santander Bank 202 Merriam Ave, Leominster, MA 01453
87776xxxx5 rob************@s*******************.com 124044 803 124298
Mary Catherine Costa - Financial Advisor, Ameriprise Financial Services 275 Grove St Ste 1W-305, Auburndale, MA 02466
61791xxxx4 ale************@a***.com 2137 135
Washington Financial Group 832 Main St, Osterville, MA 02655
50842xxxx1 bme******@c*********.com 1 277 298
Santander Bank 69 E Central St, Natick, MA 01760
50865xxxx7
Worcester, MA Branch Office - UBS Financial Services Inc. 22 Elm St Ste 320, Worcester, MA 01608
50879xxxx0 ale*******@u**.com
Brooks Miller Sherman - RBC Wealth Management Financial Advisor 50 Castle St 1st Fl, Great Barrington, MA 01230
41323xxxx5 wms**********@r**.com 11973 13326
Wells Fargo Advisors 1350 Main St Ste 38, Springfield, MA 01103
41378xxxx1 ada*********@w*****************.com 3.6 10 64 189267 190443
Longfellow Investment Management Co. LLC 125 High St, Boston, MA 02110
61769xxxx4 ab@l***********.com
Ameriprise Financial Services Inc 200 N Main St, East Longmeadow, MA 01028
41352xxxx5 ame******************@a***.com 132547 134873
Laurel R Simon Bobrowich - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx5 and*****************@u**.com
American Express 197 Boston Post Rd W, Marlborough, MA 01752
50848xxxx1 aar**@a**************.com 14 7982549 7974887
Sean Todd - Financial Advisor, Ameriprise Financial Services 704 Route 6a, Yarmouth Port, MA 02675
50836xxxx8 dns*****@a***.com
Merrill Lynch Wealth Management 500 Cummings Ctr 1st Fl, Beverly, MA 01915
80069xxxx0 ale*********@m*.com 4
American Prosperity Group 10 Post Office Sq, Lynnfield, MA 01940
78158xxxx3
Ameriprise Financial 260 Boston Post Rd Ste 6b, Wayland, MA 01778
50827xxxx3 dns*****@a***.com
TIAA Financial Services 100 Independence Dr, Hyannis, MA 02601
80084xxxx4 acc**********@t***.org 12 90691 469 91663
Mc Quaid Gerard 300 Unicorn Park Dr, Woburn, MA 01801
78193xxxx1 ame******************@a***.com 132545 134869
Mozinski, Bruce 257 Turnpike Rd, Southborough, MA 01772
50825xxxx3 bru***********@n*.com
The Harmuth Calabro Group - UBS Financial Services Inc.
Edward Jones - Financial Advisor: Jeff Prunier 1097 Pleasant St Ste E, Worcester, MA 01602
84484xxxx7 and*******@c*************.ca 31
Wells Financial Partners 197 1st Ave #350, Needham Heights, MA 02494
61796xxxx2 amy@w*********************.com 118 2
Edward Jones - Financial Advisor: Jonathan Schonberg
COLLABORATIVE WEALTH ADVISORS 319 Littleton Rd Ste 204, Westford, MA 01886
97839xxxx0 cwa*********@d***.jewellaprivacy
Dell'ovo, Nelson, & Associates 70 Parker St, Gardner, MA 01440
40194xxxx5 dns*****@a***.com
Goldman Sachs Personal Financial Management 330 Whitney Ave Ste 750, Holyoke, MA 01040
41331xxxx0 dns******@c********.com 17 10430 10920
Edward Jones - Financial Advisor: Jeff Meyer 10 N Main St, Fall River, MA 02720
50828xxxx3 and*******@c*************.ca
Kaplan Financial Services 5 2
Compass Card Systems 69 School St, Lexington, MA 02421 78140xxxx0
RKMY Real Estate Investments 410 Boston Post Rd, Sudbury, MA 01776
97826xxxx5 joh*@m**************.business
North Andover Trust 671 Johnson St, North Andover, MA 01845 97868xxxx0
RBC Wealth Management 380 Washington St, Wellesley, MA 02481
78126xxxx0 rbc*********@r**.com
Constant Guidance Financial 1 North Ave, Attleboro Falls, MA 02763
50820xxxx9 joh*@c*********.com 5 5
Edward Jones - Financial Advisor: Peter Monego 27 Cochituate Road Route 30 Framingham, MA 01701
50887xxxx2 a.j*********@e**********.com 22 82572 92585
Santander Bank 1350 Main St, Springfield, MA 01103
41385xxxx0 3 2
Walsh Investment
Brenden Bowers - Financial Advisor, Ameriprise Financial Services
Gavin & Dolliver Wealth Advisors - Ameriprise Financial Services
Modera Financial Advisors & Financial Planners 535 Boylston St #300, Boston, MA 02116
61724xxxx8 aar********@m***********.com
Edward Jones - Financial Advisor: Sean P Hogan 216 Washington St, Brookline, MA 02445
61765xxxx5 and*******@c*************.ca
Oasis Financial Services 63 South St Ste 192, Hopkinton, MA 01748
50828xxxx0 ash***********@a***.com
Santander Bank 272 E Central St, Franklin, MA 02038
87776xxxx5 dyl*********@s*******************.com 124081 819 124341
Bruce Work - Platinum Financial Services Advisor, Ameriprise Financial Services 800 Main St, Dennis, MA 02638
50838xxxx6 dar*********@a***.com
Charles Schwab 1597 Falmouth Rd Ste 4, Centerville, MA 02632
50877xxxx1 ian***********@s*****.com
Santander Bank 137 W Central St, Natick, MA 01760
87776xxxx5 bak**************@s*******************.com 124074 838 124757
Santander Bank 1620 President Ave, Fall River, MA 02720
87776xxxx5 deb*********@s*******************.com 5 2 124081 819 124341
American Express 300 Apollo Dr Ste 2, Chelmsford, MA 01824
97825xxxx0 aar**@a**************.com 4.5 2 14 7986391 7978766
Edward Jones - Financial Advisor: Christine K Pelletier 1041 Central St, Leominster, MA 01453
97853xxxx7 a.j*********@e**********.com 223 2
Eaton Vance Management Two International Place, International Pl Suite 1400, Boston, MA 02110
61748xxxx0 5 2
The Ravosa Dagnoli Wealth Management Group - UBS Financial Services Inc.
Capital Resource Partners 31 State St, Boston, MA 02109
61747xxxx0 a@c**.com
GEORGETOWN CAPITAL MANAGEMENT 78 Blanchard Rd #100, Burlington, MA 01803 61736xxxx4
Santander Bank 353 Grafton St, Worcester, MA 01604 87776xxxx5
Santander Bank 2992 Cranberry Hwy, East Wareham, MA 02538
87776xxxx5 can***********@s*******************.com 124082 819 124342
Edward Jones - Financial Advisor: Bob Chapman 511 East St, Pittsfield, MA 01201
41335xxxx4 a.j*********@e**********.com 42 22 82576 92591
Connors & Co Investment Services Inc 6 Heritage Rd, Quincy, MA 02169
61798xxxx8 cad***@c*************.com
Smonik Systems 3 Edgewater Dr Ste 206 Norwood, MA 02062
78144xxxx3 joh*******@s*****.com
Christopher Alvanos - Financial Advisor, Ameriprise Financial Services 1349 Springfield St, Feeding Hills, MA 01030
41382xxxx0 chr****************@a***.com 140
Hilltop Securities Inc. 255 Park Ave, Worcester, MA 01609
50879xxxx5 aar**************@h****************.com 302
Flagship Wealth Advisors 301 Edgewater Pl Ste 400 Wakefield, MA 01880
78122xxxx4 bar********@f*********.com 3
Santander Bank 3 Charles St, Mashpee, MA 02649
50853xxxx7 can***********@s*******************.com 4.8 4 124083 819 124343
Jim Clouser - Thrivent
Danile J Galli & Assoc 101 Longwater Cir, Norwell, MA 02061
78187xxxx2 bri**@d******.com
Paul Lysan CPA - Accounting 1R Newbury St Ste 405 Peabody, MA 01960
97853xxxx0 inf*@p*****.com 5 8 4.5 12
Santander Bank 1125 Pleasant St, Worcester, MA 01602
50879xxxx2 mic************@s*******************.com 3.9 7 124083 819 124343
Thomas Leone - Financial Advisor, Ameriprise Financial Services 800 Hingham St Ste 200N, Rockland, MA 02370
78155xxxx7 dns*****@a***.com
Singer Potito Associates 9 Research Drive, Suite 1, Amherst, MA 01002
41325xxxx5 ach**********@w****************.com
Santander Bank 70 E Main St, Westborough, MA 01581
50833xxxx1 a@s************.com 3.9 14 124082 819 124342
Bernstein Private Wealth Management 53 State St, Boston, MA 02109
61778xxxx0 aak********@b********.com 6900 240 7029
Ameriprise Financial 77 Main St Ste 12, Hopkinton, MA 01748
50849xxxx3 ame******************@a***.com 132547 134873
Edward Jones - Financial Advisor: Brandon B McFadden 55 Federal St Ste 260, Greenfield, MA 01301
41377xxxx3 a.j*********@e**********.com 32 22 82576 92591
Merrill Lynch Wealth Management 27 Main St, Andover, MA 01810
97862xxxx0 ale*********@m*.com 4
Santander Bank 139 Endicott St, Danvers, MA 01923
87776xxxx5 jas********@s*******************.com
I Money Net Inc
Santander Bank 100 Commercial Rd, Leominster, MA 01453
87776xxxx5 rob************@s*******************.com 124081 819 124341
Amundi US 60 State St Ste 1300, Boston, MA 02109
61774xxxx5 agn*********@a*****.com 2.6 5
Lpl Financial 136 Turnpike Rd Ste 120, Southborough, MA 01772
50822xxxx0 aar*********@l**.com 1 19749 181 21203
Aureus Asset Management 1 Winthrop Square, Boston, MA 02110 61772xxxx0 3.73
Lewis Financial Services 10-12 Phoenix Row, Haverhill, MA 01832
97837xxxx0
Ameriprise Financial 76 Bedford St Ste 23, Lexington, MA 02420
78173xxxx7 dns*****@a***.com
Morgan Stanley
Joe Pantuosco - Financial Advisor, Ameriprise Financial Services 200 N Main St Ste 1202, East Longmeadow, MA 01028
41352xxxx5 dns*****@a***.com
Maureen Burgess - Financial Advisor, Ameriprise Financial Services 792 S Main St Ste 105, Mansfield, MA 02048
50845xxxx2 dns*****@a***.com 192
Richardson Financial Services, Inc. 165 Village St, Medway, MA 02053
50853xxxx5 bgr**@r*****.com
1
Firehouse Capital Inc 33 Bradford St, Concord, MA 01742
97837xxxx0 d_j@f***************.com
Santander Bank 11 E Main St, Southborough, MA 01772
50848xxxx1
Choate Investment Advisors 2 International Pl, Boston, MA 02110
61797xxxx0 aan**************@c*****.com
Wealth Management - American Portfolios - Jeff Baker 357 Main St, Greenfield, MA 01301
41377xxxx7
Flagship Private Wealth 400 Trade Ctr Ste 4990 Woburn, MA 01801
78175xxxx5 bet**********@f*****.com
Curtin Financial 1 Hollis St, Wellesley, MA 02482
78123xxxx7 abu***@c****************.com 208 2
Aptima Ventures, LLC 12 Gill St Ste 1400, Woburn, MA 01801 78149xxxx3
Chestnut Hill Wealth Management Group 75 Arlington Street 10th Floor, Boston, MA 02116
61784xxxx1 dav*********@c****.com 1 1
Octavia Serpa - Platinum Financial Services Advisor, Ameriprise Financial Services 220 Forbes Rd Ste 208, Braintree, MA 02184
78135xxxx3 dns*****@a***.com 91
Sunwealth 2067 Massachusetts Ave Suite 540, Cambridge, MA 02140
61775xxxx2 ada***@s********.com
The 1911 Trust Company 400 Essex St, Beverly, MA 01915
97892xxxx2 clo*******@1********.com
Edward Jones - Financial Advisor: Michael A Caslin 448 Lancaster St, Leominster, MA 01453
97875xxxx2 a.j*********@e**********.com 25 2
IC Credit Union - Mechanic Street Branch 400 Mechanic St, Leominster, MA 01453
80026xxxx1 ala*@i************.org 3.5 13 3301 96
CCR Wealth Management 1800 West Park Drive, Suite 150, Westborough, MA 01581
50847xxxx0 abo*****@c********.com 165 2
Edward Jones - Financial Advisor: Paul E Muska 202 S Westfield St, Feeding Hills, MA 01030 41378xxxx4 2
Girard Financial Group
Ayca Akisik - TD Wealth Financial Advisor 40 Springfield St, Agawam, MA 01001
41331xxxx0 add********************@t*.com
Edward Jones - Financial Advisor: Steven Mongelli 200 Littleton Rd Westford, MA 01886
97869xxxx5 acc**********@e**********.com 22 82572 92585
Tudor Investments 40 Rowes Wharf, Boston, MA 02110 60341xxxx2
F L Putnam Investment Management Company 20 William St Ste G40, Wellesley, MA 02481
80034xxxx5 abo******@f*******.com
5
Bob Brandt and Associates 7 Prince Pl, Newburyport, MA 01950 97835xxxx3
Thiago Reis - Thrivent 171 Cotuit Rd Ste C, Marstons Mills, MA 02648
50832xxxx0 ale*******@t*******.com
Ameriprise Financial ame******************@a***.com 9 651 14 648
American Investment Team Inc 500 W Cummings Park, Woburn, MA 01801
78193xxxx6 ais****@a*****************.com 2.4 17
1
Acquisto Financial Advisory 85726xxxx9
Mark Alexander - Financial Advisor, Ameriprise Financial Services 12 Surveyors Ln # 4451, Vineyard Haven, MA 02568
50869xxxx3 dns*****@a***.com
Benz Financial Service 8 Academy Pl, Orleans, MA 02653
50825xxxx7 edb***@b*****.com
Derby and Company, Inc. 7 Wells Ave, Newton Center, MA 02459
61752xxxx3 bur****@d******.com 5 3
Edward Jones - Financial Advisor: George Kotoch 448 Lancaster St, Leominster, MA 01453 97875xxxx2
Gw Group-Ameriprise Financial Services Inc 975 Merriam Ave, Leominster, MA 01453
97862xxxx1 ame******************@a***.com 132547 134873
Edward Jones - Financial Advisor: John W DeMeo 103 Front St, Scituate, MA 02066
78130xxxx7 and*******@c*************.ca
Edward Jones - Financial Advisor: Tom Crowley 1692 Massachusetts Ave, Cambridge, MA 02138
61765xxxx8 and*******@c*************.ca 4 4
Christen Mccarthy - Prudential Financial 377 Simarano Dr Ste 110, Marlborough, Ma 01752
50838xxxx8 a.w*****@p*********.com
KSP Financial Consultants 880 Winter St Ste 310, Waltham, MA 02451
78189xxxx0 aka*****@k***********.com
Kelly William Financial Planning 46 Accord Park Dr, Norwell, MA 02061
78187xxxx7 dat*****************@i****.de
Christopher Spellman - UBS Financial Services Inc. 1099 Hingham St 3rd Fl, Rockland, MA 02370
78198xxxx9 ale*******@u**.com
Ameriprise Financial 321 Stow Rd, Marlborough, MA 01752
50830xxxx4 ama*********@a***.com 132 3
Wells Fargo Advisors 100 Front St Ste 1900, Worcester, MA 01608
50875xxxx3 ada*********@w*****************.com 3.7 17
Salix Ventures 300 Brickstone Sq Ste 1003, Andover, MA 01810
97847xxxx0
Arrowstreet Capital LP 200 Clarendon St, Boston, MA 02116
61791xxxx0 aag*****@a*****************.com 5 4
4.5
Boston Research & Management 40 Beach St Unit 200 Manchester, MA 01944
97852xxxx0 bmu*****@b*******.com
Bolton Global Capital 579 Main St, Bolton, MA 01740
97877xxxx1 aah*****@b***********.com
Edward Jones - Financial Advisor: Nicholas A Davis 30 Ashby State Rd Ste A, Fitchburg, MA 01420
97822xxxx0 and*******@c*************.ca
Mark Lawyer - Platinum Financial Services Advisor, Ameriprise Financial Services 11 Water St Ste 2A, Arlington, MA 02476
78164xxxx3 dns*****@a***.com
Monument Group Wealth Advisors, Llc 801 Main St, Concord, MA 01742
97836xxxx5 ama****@m******************.com 5
Lawyer, Mark, AGT 11 Water St, Arlington, MA 02476
78164xxxx3 dns*****@a***.com 5 9
Melfa Wealth Management 1500 West Park Dr Ste 230, Westborough, MA 01581-2803
50836xxxx0 inf*@f*******.com
5
Andrea Nathan 133 Chapel St, Needham, MA 02492 61760xxxx6
Invesco 100 Federal St 28th Floor, Boston, MA 02110 61734xxxx0 5 1
Ameriprise Financial The Starting Line, Hopkinton, MA 01748
50849xxxx1 ame******************@a***.com 132547 134873
Meridian Financial Advisors 13 Water St Ste 204, Holliston, MA 01746
50842xxxx0 amy@m****************.net 278 5 286
5
Kaplan Financial Services 2227 Washington St # 300, Newton, MA 02462 61752xxxx7 5 2
Santander Bank 2 Fairhaven Rd, Mattapoisett, MA 02739
50875xxxx6 med***********@s********.us 124083 819 124343
Barry Financial Advisors
Ameriprise Financial Services Inc 704 Route 6a, Yarmouth Port, MA 02675
50836xxxx8 dns*****@a***.com
Baycross Capital Group Llc 75 Arlington St, Boston, MA 02116
61727xxxx7 jgr*****@b*******.com
Women's Financial Help 450 Bedford St Ste 1100 Lexington, MA 02420
78182xxxx0 inf*@w******************.com 5 2 25
Raymond James Financial 225 Franklin St Ste 2200, Boston, MA 02110
61789xxxx1 aar************@r***********.com 17085
Santander Bank 50 Boston Tpke, Shrewsbury, MA 01545
50875xxxx6 a@s************.com 2.6 12 124044 803 124298
Summit Partners 222 Berkeley St 18th floor, Boston, MA 02116
61782xxxx0 aa@s*************.com 2.3 3
Edward Jones - Financial Advisor: Jim Rubera
and*******@c*************.ca
David Molzan - Financial Advisor, Ameriprise Financial Services 20 Walnut St Ste 318, Wellesley, MA 02481
78123xxxx0 dav***********@a***.com
Constitution Capital Partners 300 Brickstone Square # 1001, Andover, MA 01810
97874xxxx0 adz******@c****.com
Stifel 20 Custom House St 9th floor, Boston, MA 02110
61723xxxx0 abb****@s*****.com 5 1 4044
Schell, Todd 19 Haverhill Rd, Amesbury, MA 01913
97838xxxx1 a.j*********@e**********.com 5 2 22 82573 92587
Dennis Rouke 606 Dartmouth St, South Dartmouth, MA 02748
50897xxxx1 a.p*****@c***********.com 175067 176628
Santander Bank 253 Essex St, Salem, MA 01970
97874xxxx5 kei********@s*******************.com 123908 1063 124000 3 2
Santander Bank 242 Cambridge St, Burlington, MA 01803
87776xxxx5 jas********@s*******************.com 123908 1063 124000
Edward Jones - Financial Advisor: Britton J Wilson 138 Great Rd, Bedford, MA 01730
78146xxxx5 and*******@c*************.ca
Compass Investment Group - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx0 ale*******@u**.com
Damon Financial 45 Milford St Unit 3, Medway, MA 02053
50832xxxx1 bec**@d*************.com 5 4 5 16 773 15
Crawford David 248 Stevens St, Hyannis, MA 02601 50842xxxx0
Cambridge Associates 125 High St, Boston, MA 02110
61745xxxx0 aab***@c******************.com 4 4
Santander Bank 74 E Main St, Westborough, MA 01581
87776xxxx5 lee***********@s*******************.com 124082 819 124342
Gregg Desmarais - TD Wealth Relationship Manager 175 Main St, Northampton, MA 01060
41333xxxx1 abc***@t*.com
De Celle, Sherry, AGT 80 Maple Ave, Great Barrington, MA 01230
41364xxxx0 ame******************@a***.com 132539 134861
Bogle Investment Management
bsm@b*********.com
Santander Bank 880 Plain St, Marshfield, MA 02050
78183xxxx6 and*************@s*******************.com 2.1 10 124081 819 124341
Berkshire Residential Investments 1 Beacon St 24th floor, Boston, MA 02108
61764xxxx0 3 12
Heritage Financial Network 97 Lowell Rd Ste 1733 Concord, MA 01742
97837xxxx4 hfn@r**.com
Santander Bank 211 N Main St, Andover, MA 01810
97847xxxx6 kev***********@s*******************.com 124083 819 124343
Merrill Lynch Wealth Management 100 Front St, Worcester, MA 01608
50892xxxx2 abu**@b************.com
McGrath Advisors Inc.
50828xxxx0 joh*@m**************.com 5 1
Santander Bank 8 Pilgrim Hill Rd, Plymouth, MA 02360
87776xxxx5 and*************@s*******************.com 7 124082 819 124342
Beacon Pointe Wealth Advisors 400 Totten Pond Rd Ste 220, Waltham, MA 02451 61761xxxx5
Ideal Financial Services 138 Memorial Ave, West Springfield, MA 01089
41378xxxx0 ide************@a**.com 5 2
Jerome Sullivan - TD Wealth Financial Advisor 237 Main St, Wareham, MA 02571
40124xxxx7 add********************@t*.com 3.2 23
Santander Bank 144 Main St, Norfolk, MA 02056
50852xxxx7 dyl*********@s*******************.com 5 5 124081 819 124341
Visper Wealth Management, LLC 51 Pullman St, Worcester, MA 01606
50824xxxx3 chr**@v***********.com
5 3
Edward Jones - Financial Advisor: Ed Prendergast 296 N Main St Ste 22, East Longmeadow, MA 01028
41325xxxx7 and*******@c*************.ca
Santander Bank 1205 Main St, Leicester, MA 01524
87776xxxx5 a@s************.com 124074 838 124757
Santander Bank 51 Main St, Orleans, MA 02653
50824xxxx0 ric*************@s*******************.com 3.9 7 124082 819 124342
Joseph Barry Co 128 Union St, New Bedford, MA 02740
50899xxxx0 pla*****@b******.com
Aspen Cross Financial Group 1 Technology Dr Ste 2, Westborough, MA 01581 80086xxxx2
Elaine B Morgillo Cfp 855 Turnpike St, North Andover, MA 01845 97897xxxx0
Wells Fargo Advisors 40 Beach St Ste 202, Manchester By The Sea, MA 01944
97852xxxx2 ada*********@w*****************.com
James Foard Jr. - UBS Financial Services Inc. 1 Monarch Pl Ste 1400, Springfield, MA 01144
41378xxxx8 ade********@u**.com
Michael Michaelson
Ameriprise Financial 6 Main St, Charlton, MA 01507
50824xxxx7 ame******************@a***.com 132547 134873
Linnard Financial Management & Planning Inc 46 Chester Rd, Boxborough, MA 01719
97826xxxx5 bvl@l***************.com
NorthStar Asset Management, Inc. 2 Harris Ave, Jamaica Plain, MA 02130
61752xxxx5 cde*****@n*************.com 5 2
Skyeburst Wealth Management - Ameriprise Financial Services 180 Paramount Dr Ste 2, Raynham, MA 02767
50882xxxx5 ale************@a***.com 2137 135
LK Wrye, CPA 266 Main St Ste 13A Medfield, MA 02053
50835xxxx3
Putnam Investments 7 Shattuck Rd, Andover, MA 01810
61729xxxx0 a.h****@p*****.com 5 2 15816 431
Edward Jones - Financial Advisor: Vance Williams 10 Speen St Ste 304, Framingham, MA 01701
50821xxxx6 and*******@c*************.ca
Blackstone Valley Wealth Management, Llc. 22 South St Ste 202, Hopkinton, MA 01748
50843xxxx1 chr********@b*********************.com 5 2 219 2
5
Belmont Financial 30 Church St, Belmont, MA 02478
61748xxxx0 joh*@b***************.net
F L Putnam Investment Management Co 20 William St # G40, Wellesley, MA 02481
80034xxxx5 abo******@f*******.com
American Express 22 Nottingham Rd, Grafton, MA 01519
50843xxxx4 aar**@a**************.com 14 7984792 7977167
Santander Bank 39 Exchange St, Lynn, MA 01901
78159xxxx5 sil************@s*******************.com 124082 819 124342
Jaime Barnes - Private Wealth Advisor, Ameriprise Financial Services 180 Paramount Dr Ste 2, Raynham, MA 02767
50882xxxx5 ale************@a***.com 2135 135
Bishop Asset Management LLC 20 Park Plaza, Boston, MA 02116 87770xxxx5
Horizon Technology 405 Cochituate Rd Ste 204, Framingham, MA 01701
50841xxxx1 cat***********@h****************.com
Kevin Patrick Ducie, CFP, CRPC - UBS Financial Services Inc.
North Light Financial Services 81 Samoset St Ste 1, Plymouth, MA 02360
77477xxxx4 inf*@n**************************.com 36
Santander Bank 141 N Main St, Fall River, MA 02720
50864xxxx0 deb*********@s*******************.com 4 23 124081 819 124341
Lighthouse Investments Group Inc 246 Summer St, Marshfield, MA 02050
78183xxxx0 bjo***@l*******************.com 8
IP Investment Professionals at Essex Green - Ameriprise Financial Services 5 Essex Green Dr Ste 25, Peabody, MA 01960
78165xxxx1 dns*****@a***.com
Santander Bank 264 E Main St, Marlborough, MA 01752
87776xxxx5 lee***********@s*******************.com 124083 819 124343
Bradford J Rindler - Platinum Financial Services Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 bra*************@a***.com
The Case Wealth Management Group - UBS Financial Services Inc. 2 Market Sq, Marblehead, MA 01945
78199xxxx8 and*****************@u**.com
Edward Jones - Financial Advisor: Paul J Chlebecek 461 Main St, Fitchburg, MA 01420
97834xxxx7 a.j*********@e**********.com 22 82922 91971
Santander Bank 346 Timpany Blvd, Gardner, MA 01440
97863xxxx0 124081 819 124341
KJH Financial Services 137 Taylor St, Needham, MA 02494
78141xxxx9 atk**@k*******************.com
Jeffrey K Kutz - Platinum Financial Services Advisor, Ameriprise Financial Services 10 New England Business Center Dr Ste 109, Andover, MA 01810
97826xxxx4 dns*****@a***.com
Shepherd Financial Partners 1004 Main St, Winchester, MA 01890
78175xxxx4 ale**********@s************************.com 5 8 215
Oftring Investment Group 184 Main St, Worcester, MA 01608
50879xxxx1 bof*****@o******.com
PAR Advisory Group - Ameriprise Financial Services 80 Washington St Ste E11, Norwell, MA 02061
78179xxxx0 dns*****@a***.com 5 2
Edward Jones - Financial Advisor: John W DeMeo 1025 Plain St Ste 2 Marshfield, MA 02050
78153xxxx8 a.j*********@e**********.com 5 1 22 82572 92585
PLS Financial 666 American Legion Hwy, Roslindale, MA 02131
61752xxxx7 aar**@p*****.com 4.5 80 2.9 162 11487 464 11655
Amanda Willey - Private Wealth Advisor, Ameriprise Financial Services 60 Walnut St Ste 4, Wellesley, MA 02481
61760xxxx6 ama************@a***.com
Morgan Stanley Wealth Management 100 Front St Ste 1500, Worcester, MA 01608
50879xxxx1 aar***********@m***********************.com
RA Capital Management 200 Berkeley St 18th floor, Boston, MA 02116
61777xxxx0 aar****@r****.com 5 2
Boston Harbor Wealth Advisors, LLC 1400 Computer Dr, Westborough, MA 01581
97876xxxx7 hal*********@b*****************.com 5 2
Santander Bank 44 W Boylston St, Worcester, MA 01605
87776xxxx5 mic************@s*******************.com 124082 819 124342
Edward Jones - Financial Advisor: Corey W Degon 511 East St, Pittsfield, MA 01201 41349xxxx5
Brian Walsh - UBS Financial Services Inc.
Suzanne Matheson - TD Wealth Relationship Manager 460 Southbridge St, Auburn, MA 01501
20391xxxx2 abc***@t*.com
Clear View Wealth Advisors, LLC/ Steve Stanganell Amesbury, MA 01913
97838xxxx0
Ameriprise Financial 277 Main St, Northampton, MA 01060
61267xxxx0 ame******************@a***.com 132547 134873
Fidelity Investor Center in Chestnut Hill 220 Boylston St Ste C115, Chestnut Hill, MA 02467
80034xxxx8 aar********@f*******.com 3.4 8 313884 328973
4
Edward Jones - Financial Advisor: Mike Markiewicz 180 Pleasant St Ste 212, Easthampton, MA 01027
41323xxxx0 and*******@c*************.ca
Edward Jones - Financial Advisor: Peter W Smith 820 Turnpike St Ste 202, North Andover, MA 01845
97868xxxx8 and*******@c*************.ca
Santander Bank 296 Canal St, Salem, MA 01970
87776xxxx5 kei********@s*******************.com 124083 819 124343
Edward Jones - Financial Advisor: Ryan Laliberte 1 City Hall Ave, Gardner, MA 01440
97840xxxx0 and*******@c*************.ca 4
Santander Bank 82 Thomas St, Worcester, MA 01608
87776xxxx5 a@s************.com
Boston Private Wealth 10 Post Office Sq, Boston, MA 02109
61791xxxx0 aa@s**.com 5 3
5 19
Robert L. Stern Financial Services 433 West St Ste 7, Amherst, MA 01002
41325xxxx9 jsm***@r***************.com
American Express 8 Tozer Rd, Beverly, MA 01915
97896xxxx1 aar**@a**************.com 14 7986385 7978760
Seamark Financial Services Inc 109 Fairhaven Rd, Mattapoisett, MA 02739
50875xxxx9 bi**@s***************.com
Jonathan F Farnham - Financial Advisor, Ameriprise Financial Services 47 George Ryder Rd, Chatham, MA 02633
50894xxxx0 dns*****@a***.com
Ameriprise Financial SVCS Inc 20 Walnut St, Wellesley Hills, MA 02481
78123xxxx0 dns*****@a***.com 6
Securities America Inc 800 Turnpike St Ste 300, North Andover, MA 01845
97868xxxx7 aar********@s****************.com 1286
Edward Jones - Financial Advisor: Brian E Smith
Santander Bank 650 Main St, Reading, MA 01867
87776xxxx5 pau**********@s*******************.com 124072 838 124755
Gary S Goldman & Associates Sherborn, MA 01770
50865xxxx1 dd0*****************************@s*****.wixpress 5
Granahan Investment Management Inc 404 Wyman St, Waltham, MA 02451
78189xxxx2 aha*******@g*******.com
Beacon Capital Partners 200 State St Ste 5, Boston, MA 02109
61745xxxx0 aar***********@c****.com 1093
Santander Bank 177 Main St, Gloucester, MA 01930
87776xxxx5 mic***********@s*******************.com 124083 819 124343
Addison Avenue Investment Services 300 Brickstone Sq Ste 201, Andover, MA 01810
97828xxxx1 aar**********@f***********.com 3 4
Mason Todd Wealth Management Group - UBS Financial Services Inc. 1471 Iyannough Rd, Hyannis, MA 02601
50836xxxx2 ale*******@u**.com
Northeast Wealth Management Norwell, MA 02061 78135xxxx9
Claro Advisors 100 High St Suite 950, Boston, MA 02110
80060xxxx8 aca*****@c************.com 5 20 93 1 95
Moors & Cabot 484 Pleasant St Brockton, MA 02301
50858xxxx6 aal****@m*********.com
Murphy Financial 922 Waltham St, Lexington, MA 02421
78186xxxx6 baf*****************************@s*****.wixpress 5 78 839 88
Kara Tavernier, Agent, New York Life Insurance Company 144 Central Ave, Seekonk, MA 02771
40130xxxx0 kta*******@f*.newyorklife 331 10
Eric Belsky 90 Sharon St, Stoughton, MA 02072
78178xxxx4 a.p*****@c***********.com 175067 176628
Mirabelli Anthony 175 Andover St Ste 201, Danvers, MA 01923 97864xxxx6
Robert McAleer - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx3 ade********@u**.com
Kevin Plodzik - Financial Advisor, Ameriprise Financial Services 275 Grove St Ste 1W-305, Auburndale, MA 02466
61739xxxx1 dns*****@a***.com
Fidelity Investments 801 Boylston St, Boston, MA 02116
80044xxxx8 a61****@f*******.com 3.1 17 313885 328973
Jessica Campione 606 Dartmouth St, South Dartmouth, MA 02748
50897xxxx5 a.p*****@c***********.com 3.1 16 175067 176628
Heritage Financial Services, LLC 100 Lowder Brook Dr Suite 1000, Westwood, MA 02090
78125xxxx4 aal*******@h****************.net 5 2 253 3
Santander Bank 277 Linden St, Wellesley, MA 02482
78123xxxx3 pie**************@s*******************.com 124081 819 124341
Justin Glucksman - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx1 ade*********@u**.com
John Foster 673 Vfw Pkwy, Chestnut Hill, MA 02467
61732xxxx9 a.p*****@c***********.com 175067 176628
First Niagara Financial Group 1340 Springfield St, Agawam, MA 01001
41378xxxx9 amy*******@f***.com
Santander Bank 5 W Main St, Northborough, MA 01532
87776xxxx5 med***********@s********.us 124079 835 124751
Merrill Lynch Wealth Management 1050 Hingham St, Rockland, MA 02370
78126xxxx0 aas***********@m*.com
Audax Group 101 Huntington Ave, Boston, MA 02199
61785xxxx0 aab******@a*********.com
Cohn Financial Services 91 Main St Ste 101, Greenfield, MA 01301
41377xxxx6 aa@g****************.com 2487
Hawker Russell 52 Pineridge Dr, Westfield, MA 01085 41356xxxx7
Placemark Investments 57 River St, Wellesley Hills, MA 02481
78123xxxx2 f@m******.com
Lloyd Bowen - Prudential Financial 160 Gould St Ste 101, Needham, Ma 02494
78142xxxx8 a.w*****@p*********.com
Santander Bank 37 Main St, Sterling, MA 01564
97842xxxx1 aal***@s************.com
Merrill Lynch Wealth Management 2 Longfellow Ln, Salem, MA 01970
61755xxxx0 ale*********@m*.com
Santander Bank 1280 Worcester Rd, Framingham, MA 01702
87776xxxx5 bak**************@s*******************.com 124081 819 124341
Daniel Rabatsky - Raymond James 60 William St Ste 150, Wellesley Hills, MA 02481
78123xxxx0 aar************@r***********.com 17085
Ameriprise Financial 545 Plain St, Marshfield, MA 02050
78183xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Kimberlee F Hemmer 30 Ashby State Rd Ste A, Fitchburg, MA 01420
97865xxxx4 and*******@c*************.ca
TW Financial Group - Ameriprise Financial Services 415 Boston Tpke Ste 200, Shrewsbury, MA 01545
40168xxxx9 ali***********@a***.com 217 22
Santander Bank 794 Rogers St, Lowell, MA 01852
87776xxxx5 mel**************@s*******************.com 3.3 10 124081 819 124341
Asset Strategy Advisors 5 Commonwealth Rd Ste 3A Natick, MA 01760
78123xxxx6
Eddy Company 100 Cummings Ctr, Beverly, MA 01915
97892xxxx5 bri**@p***********.com
Santander Bank 83 E Main St, Webster, MA 01570
87776xxxx5 mic************@s*******************.com 124074 838 124757
Santander Bank 400 Lowell Ave, Haverhill, MA 01832
97852xxxx0 jas********@s*******************.com 2.3 6 124081 819 124341 1 1
Santander Bank 188 Broadway, Taunton, MA 02780
50882xxxx3 jos**********@s*******************.com 4.5 11 124081 819 124341
Santander Bank 87 Main St, Rutland, MA 01543
87776xxxx5
Santander Bank 676 Southbridge St, Auburn, MA 01501
87776xxxx5 a@s************.com 124074 838 124757
American Express Financial Adv 200 N Main St, East Longmeadow, MA 01028
41352xxxx5 dns*****@a***.com
Catherine Johnson-Ameriprise
Edward Jones - Financial Advisor: Silas J Atsalis 1676 Falmouth Rd, Centerville, MA 02632
50828xxxx5 and*******@c*************.ca
John C Rhoades - Financial Advisor, Ameriprise Financial Services 196 Pleasant St Ste 202, Northampton, MA 01060
41372xxxx5 dns*****@a***.com
David Milowe - RBC Wealth Management Branch Director 57 River St, Wellesley Hills, MA 02481
78126xxxx1 jac**************@r**.com
Santander Bank 228 Main St, Reading, MA 01867
78194xxxx0 pau**********@s*******************.com 3 2 124081 819 124341
Edward Jones - Financial Advisor: David J Mason 164 Market Dr, Athol, MA 01331
97878xxxx2 a.j*********@e**********.com 219
O'Toole Sean 306 Turnpike Rd, Westborough, MA 01581 50836xxxx5
Foxfield LLC 265 Franklin St, Boston, MA 02110
61739xxxx0 d.j@f*****************.com
Small Business Insurance 38 Austin St, Worcester, MA 01609
50879xxxx5 bha****@s***.com 48
5
Santander Bank 341 Grove St, Worcester, MA 01605
87776xxxx5 a@s************.com 124083 819 124343
Santander Bank 24 Sutton Ave, Oxford, MA 01540
87776xxxx5 124044 803 124298
Thomson Financial Management 32 Masonic St, Northampton, MA 01060
41358xxxx0 joh*@t******************.com
Jonathan Moore - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx3 ale*******@u**.com
Journey Wealth Partners 747 Main St #120, Concord, MA 01742
97836xxxx1 cli**********@j********************.com
NEIRG Wealth Management, LLC 231 Sutton St #2a, North Andover, MA 01845
97897xxxx9 hla****@n****.com 5 1
Skroback Andrew E Jr & Associates 117 Park Ave, West Springfield, MA 01089 41378xxxx2
Michael McEntee - Private Wealth Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx8 dns*****@a***.com
North Pointe Investment Partners 255 Park Ave, Worcester, MA 01609
50879xxxx6 all********@l**.com 106
American Express 29 Flint St, Salem, MA 01970
97859xxxx3 aar**@a**************.com 14 7987191 7979566
The Zalcman Neill Wealth Management Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx8 and*****************@u**.com
Edward Jones - Financial Advisor: Emily Claire 77 N Washington St Suite 100, Boston, MA 02114
61722xxxx6 a.j*********@e**********.com 4.3 6 129
Dicristofaro Frank Jr 1248 Forest St, Marshfield, MA 02050 78183xxxx2
Phoenix Financial 350 Lincoln St Hingham, MA 02043
78178xxxx6 jca*****@p***************.co
Santander Bank 615 Belmont Ave, Springfield, MA 01108
87776xxxx5 124047 726 124285
Jonathan Mack, CRPS - UBS Financial Services Inc. 10 Chestnut St Ste 600, Worcester, MA 01608
50883xxxx4 bre***********@u**.com
Mc Carthy Christopher 84 Main St, Falmouth, MA 02540
50849xxxx5 aas***********@m*.com
Market Shield 47 Eliot St, Natick, MA 01760 50864xxxx7
Kevin Thurston - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx8 ade********@u**.com
Jason Schott 212 Elm St, Somerville, MA 02144
61742xxxx7 a.p*****@c***********.com 175067 176628
Santander Bank 259 Main St, Haverhill, MA 01830
87776xxxx5 med***********@s********.us 124083 819 124343
William Fry 6 Russell St, Woburn, MA 01801
78199xxxx6 a.p*****@c***********.com 175067 176628
Santander Bank 575 Broadway, Malden, MA 02148
87776xxxx5 4.5 2 124081 819 124341
Ryan Gallagher - Platinum Financial Services Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
61791xxxx6 dns*****@a***.com 129 3
Santander Bank 1 Davis Sq, Somerville, MA 02144
87776xxxx5 kei********@s*******************.com 124071 890 124839
David Nicholson - Raymond James 89 Access Rd Ste C, Norwood, MA 02062
78125xxxx1 aar************@r***********.com 17087
Ameriprise Financial Services Inc 48 Mount Vernon St, Winchester, MA 01890
78157xxxx0 dns*****@a***.com 5 28
Moors & Cabot Inc 1350 Main St Ste 1510, Springfield, MA 01103
41373xxxx2 aal****@m*********.com
Cheryl Gross & Associates 36 Bromfield St, Boston, MA 02108
61742xxxx1 cag****@c************.com
Muirfield Investment Partners LLC 800 South St #600, Waltham, MA 02453 85724xxxx0
Fountainhead Capital Management 10 River Rd, Uxbridge, MA 01569
50827xxxx0
RBC Wealth Management Branch - Danvers 222 Rosewood Dr Ste 510, Danvers, MA 01923
80050xxxx0 rbc*********@r**.com 11965 13318
Edward Boscher - Financial Advisor, Ameriprise Financial Services 551 Newton St, South Hadley, MA 01075
41354xxxx6 deb***********@a***.com
In Need Solutions 945 Concord St Framingham, MA 01701
61751xxxx3 bo.****@i**************.com
Merrill Lynch Wealth Management 1021 Fall River Ave, Seekonk, MA 02771
50823xxxx1 aas***********@m*.com
Santander Bank 770 Boston Rd, Springfield, MA 01119
87776xxxx5 12 124044 803 124298
Green Century Funds 114 State St, Boston, MA 02109
61748xxxx0 apu****@g***********.com 5 2
4
Gregg Desmarais - TD Wealth Relationship Manager 465 N Main St, East Longmeadow, MA 01028
41333xxxx1 add********************@t*.com
WakeWater Wealth Management - Ameriprise Financial Services 275 Martine St Ste 302, Fall River, MA 02723
50891xxxx0 dns*****@a***.com
Mortgage Financial Services 40 Industrial Park Rd Ste 302, Plymouth, MA 02360
50874xxxx7
Brighton Jones 131 Dartmouth Street, 3rd Floor, Boston, MA 02116
61794xxxx4 acc*******@b************.com 5 19 599
Santander Bank 205 S Broadway, Lawrence, MA 01843
87776xxxx5 ala***********@s*******************.com 124082 819 124342
Santander Bank 57 Messenger St, Plainville, MA 02762
87776xxxx5 ian********@s*******************.com 124074 838 124757
Brennan Collins, CFP - UBS Financial Services Inc. 1 Monarch Pl Ste 1400, Springfield, MA 01144
41378xxxx6 ade********@u**.com
Wellesley Investment Advisors Inc 20 William St Ste G5, Wellesley Hills, MA 02481
78123xxxx3 apa*********@w******************.com
Lantern Financial LLC 50 Franklin St, Boston, MA 02110
61748xxxx0 aja*@l****************.com
Martingale Asset Management 888 Boylston St, Boston, MA 02199
61742xxxx0 ala***********@m*********.com 3
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
Castanea Partners Inc 3 Executive Park Dr Ste 304, Newton, MA 02462
61763xxxx0 bkn**@c***************.com
Breen, Johnathan
ame******************@a***.com 132812 134000
Scott Advisory Group 550 Cochituate Rd, Framingham, MA 01701
50886xxxx0 con****@s*****************.com 44
5
BDO Capital Advisors, LLC 2 International Pl #4, Boston, MA 02110
61742xxxx3 amu*******@b*****.com
Beacon Wealth Management 57 River St, Wellesley Hills, MA 02481
78126xxxx3 rbc*********@r**.com
Santander Bank 300 W Main St, Northborough, MA 01532
50839xxxx8 a@s************.com
Ampersand Capital Partners 55 William St # 240, Wellesley, MA 02481
78123xxxx0 alb***@a***************.com 5 1
Ameriprise Financial 270 Littleton Rd, Westford, MA 01886
97857xxxx1 ame******************@a***.com 132547 134873
Santander Bank 235 Center St, Chicopee, MA 01013
87776xxxx5 124072 838 124755
Gordon Brothers 101 Huntington Ave, Boston, MA 02199
61753xxxx9 aal**@g*************.com 3 6
Edward Jones - Financial Advisor: Anne-Marie Kelley 29 E Mountain St Ste 3, Worcester, MA 01606
50841xxxx4 and*******@c*************.ca
The Woerdeman Financial Group - Ameriprise Financial Services 431 Country Club Way Ste 2, Kingston, MA 02364
50883xxxx9 cat*********@a***.com 430 3
Ameriprise Financial 110 Turnpike Rd, Westborough, MA 01581 50862xxxx1
The Patriots Hill Wealth Management Group - Morgan Stanley 28 State St 26th Floor, Boston, MA 02109
61758xxxx1 acm***********@m************.com
Raymond James Financial Services 17 North Rd, Chelmsford, MA 01824
97871xxxx1 aar************@r***********.com 90 4
Fitz Property Llc 370 Central St, Framingham, MA 01701
50887xxxx3 jac***@f***********.com 5 9
Rise Private Wealth Management - Ameriprise Financial Services 105 Pleasant St Unit 1, Hyannis, MA 02601
50877xxxx7 abb**************@a***.com
Inverness Financial Group 21 Pleasant St Ste 201, Newburyport, MA 01950
97849xxxx1
Morgan Stanley Wealth Management 1 Technology Dr, Westborough, MA 01581
50887xxxx0 aar***********@m***********************.com 5 2
Shields & Company, Inc. 890 Winter St, Waltham, MA 02451
78189xxxx3 ana****@s********.com
Ameriprise Financial 310 Main St, Milford, MA 01757 50827xxxx1
Edelman Financial Engines 57 Wells Ave Ste 31, Newton, MA 02459
83375xxxx3 aar*******@e**********************.com 37 18249 11 19500
Kraematon Group Inc. 20 Walnut St Ste 12, Wellesley Hills, MA 02481
78143xxxx3 cpe******@k********.com
REAL Financial Strategies & Solutions 201 Jones Rd 5th Fl, Waltham, MA 02451
78139xxxx1 tli***@e**************.com 40
Ipswich Investment Management Co Inc 53 S Main St, Ipswich, MA 01938
97835xxxx3 aco***@i****************.com
Gendreau, Neil 415 Boston Tpke, Shrewsbury, MA 01545
50884xxxx5 nei*@n********.com
Santander Bank 125 Marion Rd, Wareham, MA 02571
87776xxxx5 can***********@s*******************.com 124074 838 124757
Tyler Ash - TD Wealth Relationship Manager 95 Highland Ave, Needham, MA 02494
61731xxxx5 abc***@t*.com
Santander Bank 136 Ashley Blvd, New Bedford, MA 02746
87776xxxx5 chr***************@s*******************.com 3.5 2 124081 819 124341
SimonViews LLC 77 Derby St, Somerville, MA 02145
61793xxxx6 jan*****@g**********.business 5 2
Santander Bank 64 4th Ave Apt 3L, Lowell, MA 01854
97897xxxx3 med***********@s********.us 124079 835 124751
Luke Carter - Private Wealth Advisor, Ameriprise Financial Services 275 Martine St Ste 302, Fall River, MA 02723
50883xxxx3 dns*****@a***.com 4
LEPAIN ASSOCIATES - Ameriprise Financial Services 2 Summer St Ste 17, Natick, MA 01760
50865xxxx6 dns*****@a***.com
Santander Bank 62 Messenger St, Plainville, MA 02762
50822xxxx1 ian********@s*******************.com 3.8 8 124081 819 124341
Lasek John
Grandbanks Capital Inc 65 William St Ste 330, Wellesley Hills, MA 02481
78199xxxx0 aty***@g****************.com
Andover Advisory Group 354 Merrimack St Ste 303, Lawrence, MA 01843
97869xxxx5 ccl***@a*******************.com 323
Ameriprise Financial 340 Maple St, Marlborough, MA 01752
50848xxxx6 ame******************@a***.com 132547 134873
Santander Bank 4171 N Main St, Fall River, MA 02720
87776xxxx5 deb*********@s*******************.com 124083 819 124343
Ameriprise Financial Service Inc 190 Littleton Rd, Westford, MA 01886
97869xxxx5 dns*****@a***.com
Riesenberger Wealth Management Group - UBS Financial Services Inc. 146 Oliver St, Boston, MA 02110
61743xxxx1 ade********@u**.com
Santander Bank 100 Front St, Scituate, MA 02066
87776xxxx5 dyl*********@s*******************.com 124072 838 124755
Edward Jones 12 Essex St, Andover, MA 01810
97850xxxx2 and*******@c*************.ca 2
Santander Bank 110 Union Ave, Framingham, MA 01702
50887xxxx1 bak**************@s*******************.com 4.4 16 124082 819 124342
NEPC 255 State St, Boston, MA 02109
61737xxxx0 aco***@n***.com 5 15 166 22
Santander Bank 68 Main St, Andover, MA 01810
87776xxxx5 kev***********@s*******************.com 124044 803 124298
Wells Fargo Advisors 586 Strawberry Hill Rd, Centerville, MA 02632 50877xxxx0
Dalton Wealth Group Serving theMA Area
97880xxxx8
Brian Walsh - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx6 ale*******@u**.com
Brian S. Sullivan - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx1 and*****************@u**.com
North Peak Wealth Advisors - Ameriprise Financial Services 180 Paramount Dr Ste 2, Raynham, MA 02767
50882xxxx5 dns*****@a***.com 146 3
Ameriprise Financial 216 Church St, Whitinsville, MA 01588
50823xxxx5 ame******************@a***.com 132547 134873
Olson Financial Group 352 Park St Ste 206, North Reading, MA 01864
97866xxxx9 eol***@o******************.com 3 2
Carr Financial Group | Financial Planning | Wealth Management 20 Park Ave, Worcester, MA 01605
50879xxxx4 and***@c************.com 5 1
Santander Bank 60 Leonard St, Belmont, MA 02478
87776xxxx5 kei********@s*******************.com 3.8 4 124082 819 124342
Santander Bank 1080 Falmouth Rd, Hyannis, MA 02601
87776xxxx5 ban**********@e****.bankofamerica 1 2861227 2812436
Coromandel Wealth Management Lexington, MA 02421
78172xxxx1 geo***@c***********.com
Athena Capital Advisors LLC 55 Old Bedford Rd #302, Lincoln, MA 01773
78127xxxx0 abu*****@a************.com
Kirk, Steve, AGT 324 Grove St, Worcester, MA 01605
50879xxxx6 dns*****@a***.com
Catholic Investment Services 200 State St #14, Boston, MA 02109
61775xxxx8 inf*@c*************.org
Brenda Kantor - Platinum Financial Services Advisor, Ameriprise Financial Services 59 Interstate Dr Ste 4, W Springfield, MA 01089
41373xxxx0 bre************@a***.com
Owen Dugan Jr. - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx1 and*****************@u**.com
JMC Capital Partners LLC 53 State St #2303, Boston, MA 02109 61733xxxx4 adm**@p**************.org 5.01
Ameriprise Financial Services Inc 75 Post Office Park, Wilbraham, MA 01095
41359xxxx5 dns*****@a***.com
Ameriprise Financial Po Box 800, Dennis, MA 02638
50838xxxx6 ame******************@a***.com 132547 134873
Santander Bank 490 Cochituate Rd, Framingham, MA 01701
50837xxxx1 bak**************@s*******************.com 3.3 12 124082 819 124342
Josh Kane - Financial Advisor, Ameriprise Financial Services 255 Park Ave Ste 906, Worcester, MA 01609
50879xxxx5 dns*****@a***.com
Jonathan Todd, AWMA - UBS Financial Services Inc. 1471 Iyannough Rd, Hyannis, MA 02601
50836xxxx2 and*****************@u**.com
Travis Shine - Financial Advisor, Ameriprise Financial Services 48 Federal St, Greenfield, MA 01301
80225xxxx0 che**********@a***.com 361 2
Santander Bank 21 Central Ave, Seekonk, MA 02771
50839xxxx4 syu***************@s*******************.com 124082 819 124342
Capital Wealth Management
The Charles River Group - UBS Financial Services Inc. One Post Office Square 32nd and 33rd floors, Boston, MA 02109
61743xxxx3 ade********@u**.com
Baum Wealth Advisors - Ameriprise Financial Services, LLC
61791xxxx6 dns*****@a***.com
Santander Bank 35 Leonard St, Belmont, MA 02478
61748xxxx4 med***********@s********.us 3.8 4 124083 819 124343
Joseph Zanca 865 Washington St, Braintree, MA 02184
78184xxxx5 a.p*****@c***********.com 175067 176628
PAR Capital Management John Hancock Tower, 200 Clarendon St, Boston, MA 02116
61752xxxx0 bab******@p*********.com
Encompass Financial 316 Central St Ste 3C, Saugus, MA 01906 78123xxxx1
Roger Orefice - Ameriprise Financial Services, Inc. 310 N Main St, North Uxbridge, Ma 01538
50827xxxx1 dns*****@a***.com 4
Leverage Financial Advisory 400 TradeCenter Ste 5900 Woburn, MA 01801
61735xxxx2 ebe*@e*******.com 5 11 281
Nepbg 491 Maple St Ste 208, Danvers, MA 01923
97873xxxx0 bra*@n*****************.com
Wells Fargo Advisors 34 Bridge St Ste 3, Northampton, MA 01060
41358xxxx8 a-p*************@w*****************.com 189273
Standard Planning Co
Edward Jones - Financial Advisor: Laurence Lutvak 700 Pleasant St Ste 525, New Bedford, MA 02740
50821xxxx8 and*******@c*************.ca
Wells Fargo Advisors 189 Main St, Falmouth, MA 02540
50849xxxx0 a-p*************@w*****************.com 189273
Santander Bank 19 Dodge St, Beverly, MA 01915
87776xxxx5 mic***********@s*******************.com 124081 819 124341
Sunbelt Business Brokers of Boston & Providence 225 Cedar Hill St, Ste. 200, Marlborough, MA 01752
85740xxxx0 adm*****@s*************.com 6 5 6 128 2 142
5 6
Santander Bank 207 Market St, Brighton, MA 02135
87776xxxx5 3d@**w.santanderbank 124071 890 124839
Ryan Gallagher - Platinum Financial Services Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com 128 3
Fidelity Investments 101 Cambridge St · 02134 Boston
49800xxxxxx0 a61****@f*******.com 313885 328973
Qtron Investments 200 High St, Boston, MA 02110
61751xxxx0 af3*************************************@w*****************.com
Claudia Pereira - TD Wealth Financial Advisor 465 N Main St, East Longmeadow, MA 01028
41320xxxx5 add********************@t*.com
Baird Global Investment Banking 500 Boylston St Suite 2550, Boston, MA 02116
88866xxxx1 aac*****@r******.com 5 1 7858 916
Santander Bank 22 New Derby St, Salem, MA 01970
97874xxxx5 sil************@s*******************.com 3.7 3 124074 838 124757
Eric Takach - Private Wealth Advisor, Ameriprise Financial Services 11 Cape Dr Ste 7, Mashpee, MA 02649
50831xxxx2 car***********@a***.com 353
Edward Jones - Financial Advisor: Michelle Ferguson 1436 Iyannough Rd, Hyannis, MA 02601
50841xxxx4 and*******@c*************.ca 21
Santander Bank 1145 Kempton St, New Bedford, MA 02740
87776xxxx5 chr***************@s*******************.com 124081 819 124341
Feenan Thomas G 40 Willard St, Quincy, MA 02169 61777xxxx0
Tyler Associates Inc 33 Burncoat St, Worcester, MA 01605
50885xxxx6 lis**@t*****************.com
Maloy Financial Services 150A Andover St, Danvers, MA 01923
97877xxxx6 bma***@w*************.com 5 5
PLS Financial 430 Beach St, Revere, MA 02151
78128xxxx0 aar**@p*****.com 4.6 172 2.9 164 11510 480 11697
R. Miller & Associates - Ameriprise Financial Services 60 Walnut St Ste 4, Wellesley, MA 02481
61760xxxx6 bri***********@a***.com
Ben Blowers - Thrivent 171 Route 149 Unit C, Marstons Mills, MA 02648
51887xxxx1 ale*******@t*******.com
Sylvia Financial 500 Faunce Corner Rd, North Dartmouth, MA 02747
50899xxxx0 4.8 20
Advent Financial Planners 15 Main St, Ayer, MA 01432
97877xxxx7
Boston Portfolio Advisers, LLC 6 Beacon St #725, Boston, MA 02108
61722xxxx7 inf*@b**********************.com
American Express 9 Hampshire St, Mansfield, MA 02048
50833xxxx5 aar**@a**************.com 14 7986391 7978766
Adam Rogers - UBS Financial Services Inc.
Ameriprise Financial 530 Loring Ave Ste 103, Salem, MA 01970
97874xxxx0 ame******************@a***.com 132547 134873
American Express 46 Ravine Rd, Stoneham, MA 02180
78162xxxx0 aar**@a**************.com 14 7985591 7977966
Ayca Akisik - TD Wealth Financial Advisor 693 Memorial Dr, Chicopee, MA 01020
41331xxxx0 add********************@t*.com
Stanton Park Capital 867 Boylston St 5th floor, Boston, MA 02116
78122xxxx3 con****@s*************.com 5 3
Sapphire Investor Relations 16 Laurel Ave Ste 210, Wellesley, MA 02481
61754xxxx0 car****@s*********.com
PLS Financial
Merrill Lynch Wealth Management ale*********@m*.com
Maffe Financial Group 103 Van Deene Ave Ste 2, West Springfield, MA 01089
41356xxxx3 8e6*************************************@w*****************.com 5 4
RF&L Wealth Management, LLC 525 Massachusetts Ave #205, Acton, MA 01720
97826xxxx5 and***@r****.com
Jim Clouser - Thrivent 17 Chanelle Cir, Salem, MA 01970
78157xxxx1 ash*********@t*******.com
Michael L. Mackintire of Janney Montgomery Scott 60 State St Ste 1350, Boston, MA 02109
61772xxxx0 cmo*****@j*****.com
Intrepid Advisors LLC 290 Donald Lynch Blvd Ste 302, Marlborough, MA 01752
50821xxxx0 inf*@i****************.com 2 23 2
5 1
ABS Ventures 950 Winter St # 2600, Waltham, MA 02451 78125xxxx0
Debt Relief 423 Washington St, Brighton, MA 02135 61778xxxx0
Innovative Quant Solutions 41 Canavan Cir, Needham, MA 02492
78155xxxx7 ian@i**************.com
Sebastian Gonzalez - Financial Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx3 bry********@a***.com 29
Edward Jones - Financial Advisor: Ron Ellis, AAMS™ 81B County Rd Unit A, Mattapoisett, MA 02739
50875xxxx1 a.j*********@e**********.com 22 82922 91971
Yankee Capital Partners 134 Rumford Ave Suite 303, Auburndale, MA 02466
inf*@y*************.com
Santander Bank 409 Massachusetts Ave, Acton, MA 01720
97826xxxx5 4.5 4
Commonwealth Financial 734 Forest St Ste 450, Marlborough, MA 01752
50822xxxx0 aak*******@c***********.com 2390 2697
Ameriprise Financial 24 Shoreline Dr, Ware, MA 01082
41396xxxx7 ame******************@a***.com 132545 134869
PLS Financial 1170 Blue Hill Ave, Dorchester Center, MA 02124 61782xxxx3
Justin Osowiecki - Financial Advisor, Ameriprise Financial Services 551 Newton St, South Hadley, MA 01075
41353xxxx0 deb***********@a***.com
Santander Bank 102 Rogers St, Gloucester, MA 01930
97828xxxx9 mic***********@s*******************.com 3.5 8 124081 819 124341
Tully & Holland, Inc. 535 Boylston St, Boston, MA 02116
78123xxxx0 cka***@t**************.com 5 1
Santander Bank 200 S Common St, Lynn, MA 01905
87776xxxx5 sil************@s*******************.com 124082 819 124342
PLS Financial 610 Blue Hill Ave, Dorchester, MA 02121
61752xxxx6 aar**@p*****.com 11556 505 11750
North Shore Advisory Group Inc 165 Middlesex Tpke Ste 104, Bedford, MA 01730
78127xxxx2 ted********@l**.com
Pine Street Capital Partners 572 Washington St Ste 8, Wellesley, MA 02482
78123xxxx5 car******@p******.com
Santander Bank 548 Dartmouth St, South Dartmouth, MA 02748
87776xxxx5 chr***************@s*******************.com 124074 838 124757
Standish Mellon Asset Management Co Bny Mellon Center 201, Boston, MA 02108
61724xxxx0 3d@**w.mellon
Edward Jones - Financial Advisor: James A Normington 225 Groton Rd Ste A, Westford, MA 01886
97822xxxx4 and*******@c*************.ca 5 5
Wells Fargo Advisors 138 Conant St, Beverly, MA 01915
97852xxxx0 ada*********@w*****************.com 5 3 189273
Edward Jones - Financial Advisor: Mark C Collier 18 Main St Ste 205, Townsend, MA 01469
97860xxxx6 and*******@c*************.ca 4
Edward Jones - Financial Advisor: Maria E Cooper 492 Winthrop St Unit 1, Rehoboth, MA 02769 50833xxxx6
Charles Schwab 127 Congress St Floor 1, Boston, MA 02110
61721xxxx0 app*******************@s*****.com 3.8 8
Timber Creek Capital Management 294 Washington St, Boston, MA 02108
61772xxxx5 c.b********@t******************.com
Ameriprise Financial 275 Martine St, Fall River, MA 02723
50891xxxx0 ame******************@a***.com 132547 134873
Baldwin Brothers Inc 204 Spring St, Marion, MA 02738
50874xxxx0 ama****@b*****************.com
Rolli Financial Inc. 106 Spring St Ste 114, New Bedford, MA 02740
50899xxxx0 mmc******@c*******.com
Todd Pfleger Financial Service 297 North St Ste 321, Hyannis, MA 02601
50877xxxx7 adm**@p***********************.com
Foster Dykema Cabot & Co. 101 Arch St Ste 1800, Boston, MA 02110
61742xxxx0 bri***@f**********.com
Ameriprise Financial 126 Etonian Pkwy, Fitchburg, MA 01420
97834xxxx1 dns*****@a***.com
Ameriprise Financial 20 Federal St Ste 8, Greenfield, MA 01301
41377xxxx2 dns*****@a***.com
Santander Bank 1234 Providence Rd, Whitinsville, MA 01588
50823xxxx8 pau*********@s*******************.com 3.2 11 124081 819 124341
Santander Bank 10 Sarahs Way, Fairhaven, MA 02719
87776xxxx5 edu***********@s*******************.com 123908 1063 124000
Ameriprise Financial 305 N Main St, Andover, MA 01810
97840xxxx5 ame******************@a***.com 132547 134873
Werner Bruce
Ameriprise Financial 875 Merriam Ave Ste 125, Leominster, MA 01453
97853xxxx8 ame******************@a***.com
Ameriprise Financial 44 Merrimac St, Newburyport, MA 01950
97822xxxx8 dns*****@a***.com 5 3
RoadSide Asistance 43 Mill St, Adams, MA 01220 97346xxxx8
William Todd - UBS Financial Services Inc. 1471 Iyannough Rd, Hyannis, MA 02601
50836xxxx7 and*****************@u**.com
Jennifer Ann Taber - Financial Advisor, Ameriprise Financial Services 275 Grove St Ste 1W-305, Auburndale, MA 02466
61760xxxx4 dns*****@a***.com 2137 135
Igor Avelar - TD Wealth Financial Advisor 103 Shank Painter Rd, Provincetown, MA 02657
77421xxxx7 abc***@t*.com
Fiduciary Wealth Partners 177 Huntington Ave 20th floor, Boston, MA 02115
61760xxxx0 eri*@f********.com 43 3
Claudia Pereira - TD Wealth Financial Advisor 549 Center St, Ludlow, MA 01056
41320xxxx5 add********************@t*.com
Shannon Toner - UBS Financial Services Inc.
CSR Financial Services 2 Grafton Cmn, Grafton, MA 01519
50883xxxx0 joh*******@c***********.com
Charles Schwab 94 Derby St Ste 203 Hingham, MA 02043
78137xxxx0 app*******************@s*****.com 3.6 5
Janney Montgomery Scott 222 Rosewood Dr Ste 200, Danvers, MA 01923
97871xxxx0 aal******@j*****.com 1608
Santander Bank 2100 Acushnet Ave, New Bedford, MA 02745
87776xxxx5 kel*********@s*******************.com 124082 819 124342
Scott D Illingsworth - Platinum Financial Services Advisor, Ameriprise Financial Services 275 Martine St Ste 300, Fall River, MA 02723
50891xxxx0 dns*****@a***.com
Ameriprise Financial 400 Totten Pond Rd, Waltham, MA 02451 78184xxxx0
The MNE Group 859 Turnpike St Ste 129, North Andover, MA 01845
97868xxxx7 cyn***********@t**********.com 3 2
Metro Financial Strategies Inc 17 North Rd, Chelmsford, MA 01824
97871xxxx1 mar*********@r***********.com 4.3 6 90 4
Edward Jones - Financial Advisor: Michael J Quinn 25 Railroad Sq Ste 201, Haverhill, MA 01832
97834xxxx0 and*******@c*************.ca
David Mason - UBS Financial Services Inc. 1471 Iyannough Rd, Hyannis, MA 02601
50836xxxx7 and*****************@u**.com
Standard Planning Co 11 School St Ste 5, Rockport, MA 01966
97854xxxx0 bru**@s***************.com
Timothy E E LePain - Financial Advisor, Ameriprise Financial Services 2 Summer St Ste 17, Natick, MA 01760
50865xxxx5 dns*****@a***.com
Birch Hill Investment Advisors
ade********@b****************.com
Santander Bank 427 Washington St, Brighton, MA 02135
87776xxxx5 3d@**w.santanderbank 124071 890 124839
Rockland Trust 100 Front St, Worcester, MA 01608
50894xxxx8 ada*********@r************.com 44 16575 17567
1
Braintree Capital Partners 175 Federal St Ste 506, Boston, MA 02110
61734xxxx5 aan*@h*****.com 196
5
Igor Avelar - TD Wealth Financial Advisor
Baum Wealth Advisors - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 d.b***@a***.com 52 57
Santander Bank 272 Highland Ave, Salem, MA 01970
87776xxxx5 124074 838 124757
Financial Compass Group 2227 Washington St, Newton Lower Falls, MA 02462
61763xxxx7 doe****@f********************.com
Hall, Daniel, AGT 60 State St, Boston, MA 02109
61745xxxx0 3d@**w.ameriprise 132660 134861
Santander Bank 500 Salisbury St, Worcester, MA 01609
87776xxxx5 mic************@s*******************.com 124072 838 124755
East Coast Asset Management 16 Martin St, Essex, MA 01929
97880xxxx0 bfa*****@e*************.com
Matthew Antonellis - Financial Advisor, Ameriprise Financial Services 10 City Sq Ste 4TH, Charlestown, MA 02129
61758xxxx1 dns*****@a***.com
Fred Shuster - Raymond James 22 Elm St Ste 330, Worcester, MA 01608
50876xxxx3 aar************@r***********.com 17086
Santander Bank 174 Littleton Rd, Westford, MA 01886
87776xxxx5 rud********@s*******************.com 124074 838 124757
Equity Management Associates 260 Bear Hill Rd, Waltham, MA 02451
78120xxxx7 aja****@e***.com
Santander Bank 9 West Rd, Orleans, MA 02653
87776xxxx5 ric*************@s*******************.com 124074 838 124757
Commonwealth Financial Network 29 Sawyer Rd, Waltham, MA 02453
78173xxxx0 j.p******@c********.com 3.9 9
Breckinridge Capital Advisors 125 High St, Boston, MA 02110
61744xxxx9 aab********@b***********.com 5 1
Santander Bank 176 North St, Hyannis, MA 02601
87776xxxx5 ric*************@s*******************.com 124081 819 124341
American Express 80 Montvale Ave, Stoneham, MA 02180
78183xxxx0 aar**@a**************.com 14 7986583 7978959
Edward Jones - Financial Advisor: Jason S Hicklen 475 Longmeadow St, Longmeadow, MA 01106
41352xxxx1 a.j*********@e**********.com 49
Lighthouse Payment Services Inc 331 Montvale Ave, Woburn, MA 01801
78128xxxx5 e-m**********@l*************.com
Castanea Partners Inc 2 Executive Park Dr, Newton Lower Falls, MA 02462
61763xxxx0 bkn**@c***************.com 22 249813 273836
George Petridis - Prudential Financial 293 Boston Post Rd W, Marlborough, MA 01752
50838xxxx2 a.w*****@p*********.com 3 560295 561766
Merrill Lynch Wealth Management 1414 Main St, Springfield, MA 01144
41374xxxx0 ale*********@m*.com
Suzanne Matheson - TD Wealth Relationship Manager 370 Main St Ste 150, Worcester, MA 01608
20391xxxx2 abc***@t*.com
Pendergast & Company LLC 65 S Cottage Rd, Belmont, MA 02478
61782xxxx0 joh*@p***********.com
TFC Financial 30 Federal St Fl 7, Boston, MA 02110
61721xxxx0 ccr***@4******.us 2 1
Ameriprise Financial 303 Wyman St Ste 290, Waltham, MA 02451
78199xxxx6 ame******************@a***.com 5 48 132545 134869
HLM Venture Partners 800 South St #620, Waltham, MA 02453
61726xxxx0 ahe**********@h****.com
Brett Swanson - Financial Advisor, Ameriprise Financial Services 40 Washington St Ste 250, Wellesley, MA 02481
78159xxxx4 bre**********@a***.com
Fragala & Associates-Ameriprise Financial Services Inc 76 Main St, Andover, MA 01810
97847xxxx0 dns*****@a***.com
Hingham Street Partners - UBS Financial Services Inc. 1099 Hingham St 3rd Fl, Rockland, MA 02370
78198xxxx9 ale*******@u**.com
Ward Financial Inc 707 Main St, Waltham, MA 02451
78164xxxx1 bi**@w************.com
Boston Investors Services Inc 125 Summer Street # 1470, Boston, MA 02110
61795xxxx4 cal*@b*********************.com 3.1
Hastings Equity Partners 177 Huntington Ave Floor 17, Boston, MA 02115
78120xxxx1 a_p*****@h*************.com
Hanstad Wealth Management 95 Elm St Ste B Holliston, MA 01746
50842xxxx0 ryl***********@l**.com
Morgan Stanley Wealth Management 475 Hancock St, Quincy, MA 02171
61737xxxx4 aar***********@m***********************.com
Santander Bank 1163 Providence Rd, Whitinsville, MA 01588
87776xxxx5 pau*********@s*******************.com 124074 838 124757
Pelletier Richard 632 Westfield St, West Springfield, MA 01089 41374xxxx0
Santander Bank 792 Main St, Clinton, MA 01510
87776xxxx5 124081 819 124341
Standard Life Investments 1 Beacon St #34, Boston, MA 02108
61772xxxx0 aar*********@s**********************.com 241 23583 1040 24124
Pioneer Insight Wealth Consultants - UBS Financial Services Inc. 1 Monarch Pl Ste 1400, Springfield, MA 01144
41378xxxx8 ade********@u**.com
CIBC Private Wealth Management 100 Federal St 37th floor, Boston, MA 02110
61735xxxx0 alb***********@c***.com 5 2 2092
Santander Bank 335 Main St, Oxford, MA 01540
50898xxxx9 124082 819 124342
Fleetstar Financial 1 W Boylston St Ste 104, Worcester, MA 01605
50885xxxx1 ale*@f********.com
Ameriprise Financial Services Inc 6 Rock Hill Pl, Methuen, MA 01844
97868xxxx4 dns*****@a***.com 15
Ameriprise Financial 110 State Rd Ste 2, Sagamore Beach, MA 02562
50883xxxx9 ame******************@a***.com 132545 134869
Santander Bank 1504 Main St, Weymouth, MA 02190
87776xxxx5 jos**********@s*******************.com 124082 819 124342
Ryan Financial Advisors 10 Atlantic Ave Marblehead, MA 01945
78163xxxx0 hea*****@r************.com
Marissa Kivett - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx9 and*****************@u**.com
Santander Bank 50 Cohasset Ave, Buzzards Bay, MA 02532
50875xxxx0 aal***@s************.com
Sechrist Financial Services 401 Andover St Ste 105, North Andover, MA 01845
97868xxxx2 jas**@s****************.com 3.7 3
Santander Bank 157 Summer St, Kingston, MA 02364
78158xxxx1 med***********@s********.us 2.8 6 124079 835 124752
Weathermark Investments Inc Canton, MA 02021 78183xxxx4
Jacques Raymond 3 Centennial Dr # 3, Peabody, MA 01960 97897xxxx7
Edward Jones - Financial Advisor: Bob Desnoyers 79 Lyman St Ste C, South Hadley, MA 01075
41335xxxx5 and*******@c*************.ca
Garry Clarke-Pounder - Raymond James 60 Main St Ste 215, Nashua, NH 03060
60320xxxx0 aar************@r***********.com 5 2 17459 18000
5
Lund Financial Group 30 Man Mar Dr Ste 8, Plainville, MA 02762
50861xxxx2 che***@l*****.com
Boston Capital Wealth Management of Raymond James 225 Franklin St, Boston, MA 02110
88879xxxx8 aar************@r***********.com
RPg Family Wealth Advisory 25 Burlington Mall Road Suite 307, Burlington, MA 01803
78154xxxx0
TIAA Financial Services 380 Russell St, Hadley, MA 01035
87755xxxx2 acc**********@t***.org 12 90691 469 91663
Edward Jones - Financial Advisor: Ryan Nelson 35 E Main St, Georgetown, MA 01833
84487xxxx4 and*******@c*************.ca
Schwerin Boyle Capital Management Inc 1212 Main St, Springfield, MA 01103 41378xxxx0 3 2
Edelman Financial Engines 25 Mall Rd Ste 405, Burlington, MA 01803
88875xxxx2 aar**@e***************.com 37 18249 11 19500
Patricia Beckwith - Raymond James 85 Constitution Ln, Danvers, MA 01923
97877xxxx0 aar************@r***********.com 17085
Robert Dunkley - Financial Advisor, Ameriprise Financial Services 1284 Main St Unit A1, Osterville, MA 02655
50895xxxx6 dns*****@a***.com
Bain Capital 200 Clarendon St, Boston, MA 02116
61751xxxx0 aah*******@b**********.com 4.3 7
Wells Fargo Financial 163 Front St, Marion, MA 02738
50850xxxx0 ada*********@w*****************.com 3.7 17 189267
Advanced Financial Group
Bogle Investment Management 57 River St, Wellesley Hills, MA 02481
61745xxxx2 bsm@b*********.com
Stacey Coffey - Financial Advisor, Ameriprise Financial Services 20 Walnut St Ste 318, Wellesley, MA 02481
78123xxxx1 dns*****@a***.com
Constitution Capitol Partners 300 Brickstone Sq Ste 1001, Andover, MA 01810
97874xxxx4 adz******@c****.com
Colell, Joseph, AGT 1400 Computer Dr, Westborough, MA 01581
50862xxxx0 ame******************@a***.com 132539 134861
Santander Bank 64 Depot St, Duxbury, MA 02332
78193xxxx0
Santander Bank 1045 Trapelo Rd, Waltham, MA 02451
78164xxxx4 bak**************@s*******************.com 124082 819 124342
Stag Capital Partners 99 High St Ste 2800, Boston, MA 02110
61757xxxx2 aan******@s*************.com 3.5 2
Edgemont-Global Investment 131 Windsor Rd, Newton, MA 02468 63181xxxx4
Beaumont Financial Partners 250 1st Ave #101, Needham, MA 02494 78140xxxx0 abo***@b*********.com 5 1
Santander Bank 800 Lexington St, Waltham, MA 02452
87776xxxx5 bak**************@s*******************.com 124072 838 124755
Keithcollinsinc 161 Meadow Wood Dr, Holden, MA 01520
50873xxxx0 dat*****************@i****.de
5 4
Ameriprise Financial 450 Lexington St Ste 202, Auburndale, MA 02466 61750xxxx5 dns*****@a***.com
David Reynolds Avery, CFP, CRPC - UBS Financial Services Inc. Crawford Square 137 North Street, Pittsfield, MA 01201
41323xxxx6 bre***********@u**.com
Tidewater Investment Group - UBS Financial Services Inc. 1471 Iyannough Rd, Hyannis, MA 02601
50836xxxx8 and*****************@u**.com
Safe Harbor Retirement 152 Lynnway, Lynn, MA 01902
78159xxxx0 inf*@n*************.com 472
O’Shares ETF Investments 60 State St #700, Boston, MA 02109
61785xxxx0 cma******@o******.com 4 1
Ameriprise Financial 4 Ruthern Way, Rockport, MA 01966
97854xxxx9 dns*****@a***.com
Edward Jones - Financial Advisor: Lisa M Casillo, AAMS™ 29 E Mountain Street, Suite 3, Worcester, MA 01606
50885xxxx8 a.j*********@e**********.com 5 2 22 82572 92585
5
VestServe 14 Felton St, Waltham, MA 02453
78120xxxx2 ade***@v********.com
Aje Financial Service 364 East St, Ludlow, MA 01056
41358xxxx4 inf*@a***********.com 4.7 15 5 22 287 27
Ameriprise Financial 950 Winter St, Waltham, MA 02451
78189xxxx8 ame******************@a***.com 132547 134873
John Hancock Investment Management
13145xxxxx0 aar**@j************.com 2.1 7
Perry Financial Services Inc 47 Park St, Attleboro, MA 02703 50822xxxx4
Solution Financial Network 70 Blanchard Rd Ste 202, Burlington, MA 01803
78142xxxx5 bpa**@s****************.net
Emerald College Funding Solutions 247 Northampton St Ste 1, Easthampton, MA 01027
41352xxxx0 eme*******@g****.com 86 106
Brookstone Wealth Management
Ameriprise Financial 94 N Elm St Ste 304, Westfield, MA 01085
41357xxxx4 ame******************@a***.com 2 132547 134873
Brendon Hutchins, CFP - UBS Financial Services Inc. 1 Monarch Pl Ste 1400, Springfield, MA 01144
41378xxxx4 ade********@u**.com
Fidelity Investments - Corporate Office 245 Summer St, Boston, MA 02210
80034xxxx8 a61****@f*******.com 3.7 60 317729
Suzanne Matheson - TD Wealth Relationship Manager 99 West St Ste 100, Pittsfield, MA 01201
20391xxxx2 abc***@t*.com
Santander Bank 13 N Main St, Bellingham, MA 02019
50896xxxx0
Capital Management Partners 50 Salem St ste 200, Lynnfield, MA 01940
97853xxxx9 inf*@c**********.com 3 2
Fidelity Investments 200 Technology Square, Suite 101, Cambridge, MA 02139
80027xxxx0 a61****@f*******.com 4.6 9 328047 351000
Kevin Dowd - Raymond James 60 William St Ste 150, Wellesley Hills, MA 02481
78123xxxx0 aar************@r***********.com 17085
Ferrara William 175 Derby St Ste 8, Hingham, MA 02043 78174xxxx0
Larry Eppolito - Raymond James 1 Meeting House Rd Ste 14, Chelmsford, MA 01824
97845xxxx9
Tyler Cain - Thrivent 86 Faunce Corner Mall Rd Unit 430, North Dartmouth, MA 02747
77420xxxx0 ale*******@t*******.com
Edward Jones - Financial Advisor: Peter Monego 10 Speen St Ste 304 Framingham, MA 01701
50887xxxx2 a.j*********@e**********.com 22 82572 92585
Emma Kerss - Financial Advisor, Ameriprise Financial Services 48 Mount Vernon St Ste 300, Winchester, MA 01890
91643xxxx1 deb***********@a***.com 490 2
Boston Wealth Management 286 Boston Post Rd, Wayland, MA 01778
50827xxxx8 asp*****@b**************.com 5 1
Edward Jones - Financial Advisor: Sean P Hogan 24 N Main St, Sherborn, MA 01770
61773xxxx8 a.j*********@e**********.com 22 82572 92585
Merrill Lynch Wealth Management 1 Monarch Pl, Springfield, MA 01144
41374xxxx0 aas***********@m*.com
Michael Klonsky - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx4 dns*****@a***.com
Justin Osowiecki - Financial Advisor, Ameriprise Financial Services
Ameriprise Financial 1400 Computer Dr Ste 110, Westborough, MA 01581
50862xxxx0 ame******************@a***.com 132345 134629
Charlie Alvanos - Private Wealth Advisor, Ameriprise Financial Services 1349 Springfield St, Feeding Hills, MA 01030
41382xxxx0 cha**************@a***.com
Edward Jones - Financial Advisor: Dennis E Nelson 8 Atlantic Ave Marblehead, MA 01945
78163xxxx0 acc**********@e**********.com 22 82572 92585
The Ravosa Dagnoli Wealth Management Group - UBS Financial Services Inc. 1 Monarch Pl Ste 1400, Springfield, MA 01144
41378xxxx7 ade********@u**.com
Ameriprise Financial 319 Southbridge St Ste 340, Auburn, MA 01501
50872xxxx6 ame******************@a***.com 132345 134629
Ameriprise Financial 308 W Central St, Franklin, MA 02038
50852xxxx0 ame******************@a***.com 132545 134869
Santander Bank 1080 Eastern Ave, Malden, MA 02148
87776xxxx5 124081 819 124341
Ameriprise Financial 68 Washington St, Plainville, MA 02762
50864xxxx3 dns*****@a***.com
Parthenon Capital Partners 399 Boylston St, Boston, MA 02116
61796xxxx0
Santander Bank 61 S Main St, Natick, MA 01760
87776xxxx5 124072 838 124755
Suzanne Matheson - TD Wealth Relationship Manager 57 Spring St, Williamstown, MA 01267
20391xxxx2 abc***@t*.com
Edward Jones - Financial Advisor: Joshua E Singer 430 Liberty St, Hanson, MA 02341
78166xxxx3 and*******@c*************.ca 5 8
Generational Consulting Partners - UBS Financial Services Inc.
Santander Bank 1238 Kempton St, New Bedford, MA 02740
50899xxxx0
Financial Management Group 1620 Sudbury Rd Ste 5, Concord, MA 01742
97836xxxx8 inf*@u********.com 4.5 8 4.7 17 165 2
Santander Bank 281 Lincoln St, Worcester, MA 01605
87776xxxx5 a@s************.com 124082 819 124342
Ameriprise Financial 275 Wyman St, Waltham, MA 02451
78199xxxx6 ant*************@a***.com
Santander Bank 67D Main St, Medway, MA 02053
87776xxxx5 124081 819 124341
Timothy Burgess - Platinum Financial Services Advisor, Ameriprise Financial Services 792 S Main St Ste 105, Mansfield, MA 02048
50845xxxx2 dns*****@a***.com
Financial Planning Solutions, LLC 134 Rumford Ave #203, Auburndale, MA 02466
61763xxxx8 and***@p**********.com 5 135
Mutual of America 1800 W Park Dr Ste 100, Westborough, MA 01581
50836xxxx8 aar**@m**************.com 2.3 6 3 29691 29958
5
Philip Mailloux - Financial Advisor, Ameriprise Financial Services 255 Park Ave Ste 906, Worcester, MA 01609
50879xxxx7 dns*****@a***.com
Ameriprise Financial 15 Walcott St, Hopkinton, MA 01748
50862xxxx1 ame******************@a***.com 132547 134873
Raymond James 225 Main St, Wenham, MA 01984
97846xxxx1 aar************@r***********.com 4 17086
Santander Bank 121 Memorial Pkwy, Randolph, MA 02368
87776xxxx5 dan**********@s*******************.com 124081 819 124341
West Wind Capital
88885xxxx9 car****@w*******.com
Everts Wealth Management - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx5 ale*******@u**.com
Lenk Ladner Investment Solutions 896 Main St, Osterville, MA 02655
50842xxxx5 cca****@l*********.com
ExtraCrypto 20 NW. Rocky River Ave, Stoughton, MA 02072 70148xxxx6
Igor Avelar - TD Wealth Financial Advisor 40 Main St, Orleans, MA 02653
77421xxxx7 add********************@t*.com
Darrell Smith 257 Spring St, Medford, MA 02155
78168xxxx0 a.p*****@c***********.com 175067 176628
Lee Capital Management
61795xxxx9 jde*****@l*************.com
Edward Jones - Financial Advisor: Peter W Doyle 49 Main St, Amesbury, MA 01913
97823xxxx8 and*******@c*************.ca 103
Santander Bank 160 Reservoir St, Holden, MA 01520
87776xxxx5 a@s************.com 124074 838 124757
Janney Montgomery Scott 804 Main St, Osterville, MA 02655
50842xxxx3 adi******@j*****.com 1608
Merrill Lynch Wealth Management 19 Agawam Rd, Winchester, MA 01890
61794xxxx0 aas***********@m*.com
Brian McNamara 10 Merchants Rd, Sandwich, MA 02563
50888xxxx4 a.p*****@c***********.com 175067 176628
Kelly D Fox Cfp 30 Man Mar Dr, Plainville, MA 02762 50869xxxx6 328
The Guo Group - UBS Financial Services Inc. 55 William St Ste 300, Wellesley, MA 02481
78144xxxx8 ale*******@u**.com
Boston Independence Group 45 Lyman St suite 17, Westborough, MA 01581
87777xxxx6 ger**@b**********************.com 3.7 3 131
Santander Bank 331 Cotuit Rd, Sandwich, MA 02563
50888xxxx0 3.4 5
Brook Venture Partners 301 Edgewater Pl Ste 425, Wakefield, MA 01880
78129xxxx0 acl***@b***********.com 5 2
Fulham & Company Inc 593 Washington St, Wellesley, MA 02482
78123xxxx6 ang***@f*******.com
MFS Investment Management 111 Huntington Ave, Boston, MA 02199
61795xxxx0 aa@m**.com 3.8 6
3.5 5
AEW Capital Management 2 Seaport Ln, Boston, MA 02210
61726xxxx0 aab*****@a**.com 3.4 5
Santander Bank 17 Maple St, Danvers, MA 01923
97877xxxx3 4.5 16
Santander Bank 300 Andover St, Peabody, MA 01960
97857xxxx1 4.2 10
New England Life Insurance Company 100 Front St Ste 900, Worcester, MA 01608
50889xxxx4 a@m******.com 2.1 724 693202 4013
Ropes Wealth Advisors 800 Boylston St, Boston, MA 02199
61795xxxx0 bre*********@r**********.com
Doble LeBranti Financial Group 1 Van de Graaff Drive Suite 500, Burlington, MA 01803
78141xxxx6 awi****@d************.com 5 1 122
American Express Financial Advisors 130 College St, South Hadley, MA 01075
41354xxxx8 aar**@a**************.com 14 7986385 7978760
Keith Bixby - Financial Advisor, Ameriprise Financial Services 196 Pleasant St Ste 202, Northampton, MA 01060
41372xxxx5 dns*****@a***.com
Santander Bank 183 Turnpike Rd, Westborough, MA 01581
87776xxxx5 lee***********@s*******************.com 124072 838 124755
GGS VENTURE Partners 32 Pinewood Rd, Wellesley, MA 02482
ggs***********@p****.dreamhost
Ameriprise Financial 869 Main St, Walpole, MA 02081
50866xxxx2 ame******************@a***.com 132547 134873
Edward Jones - Financial Advisor: Marshall-Ben Tisdale 200 Littleton Rd Westford, MA 01886
97869xxxx5 acc**********@e**********.com
Provo Financial Services Inc 385 South St, Shrewsbury, MA 01545
50884xxxx9 chr**@p*************.com 5 2
Diversified LLC 258 Main St, Buzzards Bay, MA 02532
50875xxxx3 and***@d*************.com 886 141
Santander Bank 115 Main St, North Andover, MA 01845
87776xxxx5 joh**********@s*******************.com 124044 803 124298
Glenn Mello 850 Chelmsford St, Lowell, MA 01851
97876xxxx0 cid*************@n**********.com 3.4 10
Generational Financial Planning Advisors - Ameriprise Financial Services 1414 Main St Ste 1800, Springfield, MA 01144
41350xxxx4 dns*****@a***.com 139
Graham Tower - Platinum Financial Services Advisor, Ameriprise Financial Services 201 Boston Post Rd W Ste 401, Marlborough, MA 01752
50822xxxx7 dns*****@a***.com
Christopher Angers - Platinum Financial Services Advisor, Ameriprise Financial Services 175 Derby St Ste 27, Hingham, MA 02043
78187xxxx0 chr*****************@a***.com 5 2 204
Boston Independence Group 182 Turnpike Rd Ste 227, Westborough, MA 01581
87777xxxx6 ger**@b**********************.com 131
Edward Jones - Financial Advisor: Gordon T Christiansen 21 Mohawk Trl Ste 9, Greenfield, MA 01301
41325xxxx4 and*******@c*************.ca
Shrier Associates 29 Long Dr, Westborough, MA 01581
50889xxxx0 inf*@s***************.com
Brian Gerhardson - Private Wealth Advisor, Ameriprise Financial Services, LLC 546 Tremont St, Boston, MA 02116
61742xxxx6 bri***************@a***.com 189 8 190
Richard_Repose 14 Dean Rd, Wayland, MA 01778 50865xxxx8
Santander Bank 261 Chauncy St, Mansfield, MA 02048
87776xxxx5 ian********@s*******************.com 4.5 2 124082 819 124342
Hilary O'Malley - Financial Advisor, Ameriprise Financial Services 15 Caswell Ln Ste 1, Plymouth, MA 02360
50883xxxx1 dns*****@a***.com
Edward Jones - Financial Advisor: Sarah L Davis 30 Ashby State Rd Ste A, Fitchburg, MA 01420 97834xxxx3
RhumbLine Advisers Limited Partnership 265 Franklin St 21st floor, Boston, MA 02110
61734xxxx4 dad@i********.com 5 1
American Research & Management Company 145 Front St, Marion, MA 02738
50874xxxx5 amc******@a*****.com
Garand, Marc 113 Main St, Sturbridge, MA 01566
77430xxxx1 ame******************@a***.com 132545 134869
Oakdale Wealth Management 266 Main St Ste 25 Medfield, MA 02052 50835xxxx4 5 1
Boston Family Advisors, LLC 118 Newbury St, Boston, MA 02116
61796xxxx4 cha****@b*******************.com
Garrett Nagle & Co Inc 300 Unicorn Park Dr, Woburn, MA 01801
61773xxxx0 cam*****@g***********.com
Mayflower Advisors, Llc (west) 287 Turnpike Rd Ste 250, Westborough, MA 01581
50894xxxx0 ali*********@m****************.com 5 8
5
FX Flow 518 Buxton St, North Smithfield, RI 02896
aal**@l*****.ee
Verus Wealth Management Group - UBS Financial Services Inc. 1 Monarch Pl Ste 1400, Springfield, MA 01144
41378xxxx5 ade********@u**.com
Pinnacle Capital Management 1 Bedford St, Burlington, MA 01803
61724xxxx1
Berkshire Partners 200 Clarendon St #35, Boston, MA 02116
61722xxxx0 aba**@b****************.com 3 2
Kevin Patrick Ducie, CFP, CRPC - UBS Financial Services Inc. 1471 Iyannough Rd, Hyannis, MA 02601
50836xxxx9 and**********@u**.com
Edward Jones - Financial Advisor: John J Flanagan 231 Chief Justice Cushing Hwy Ste 204, Cohasset, MA 02025
78173xxxx1 and*******@c*************.ca 5
Edward Jones - Financial Advisor: Nicole B Sargent 21 Mohawk Trl Ste 9, Greenfield, MA 01301
41377xxxx0 a.j*********@e**********.com 330 5
Whiting David S 124 Long Pond Rd Ste 6, Plymouth, MA 02360
50874xxxx3 aar*********@l**.com 1 19751 181 21205
GreenPort Capital Advisors 80 Central St #175, Boxborough, MA 01719
97839xxxx0 dwi***@g***********************.com
Ameriprise Financial 188 Westfield Dr, Holliston, MA 01746
50842xxxx8 aar**************@a***.com 132548 134874
Santander Bank 183 Broadway, Taunton, MA 02780
50882xxxx3 jos**********@s*******************.com 4.5 11 124080 819 124340
Edward Jones - Financial Advisor: Chris Hartery 293 Washington St Ste 1b, Norwell, MA 02061
78160xxxx7 and*******@c*************.ca
Pelletier Richard
Morgan Stanley Wealth Management 352 Main St Unit 5, Falmouth, MA 02540 50854xxxx9
Alvin Rosenblum - Prudential Financial 377 Simarano Dr Ste 110, Marlborough, Ma 01752
50838xxxx4 a.w*****@p*********.com
John McCarthy - RBC Wealth Management Branch Director 222 Rosewood Dr Ste 510, Danvers, MA 01923
97864xxxx8 rbc*********@r**.com
Edward Jones - Financial Advisor: Kevin L Johnson 205 E Central St Ste 10 Franklin, MA 02038
50834xxxx0 a.j*********@e**********.com 11 13
Santander Bank 161 Pleasant St, Marblehead, MA 01945
87776xxxx5 124081 819 124341
Santander Bank 188 Linden St, Wellesley, MA 02482
87776xxxx5 pie**************@s*******************.com 124072 838 124755
Village Ventures 1 Bank St Fl 2, Williamstown, MA 01267
41388xxxx2 ana@v**************.com
David Bacchetta - Financial Advisor, Ameriprise Financial Services, LLC 415 Boston Tpke, Ste 200, Shrewsbury, MA 01545
50884xxxx3 dns*****@a***.com 132540 134862
5
Santander Bank 599 State Rd, Westport, MA 02790
87776xxxx5 deb*********@s*******************.com 124082 819 124342
Edward Jones 304 Cambridge Rd Ste 220, Woburn, MA 01801
78194xxxx2 a.j*********@e**********.com 22 82572 92585
Numeric Investors LLC 200 Pier 4 Blvd., Boston, MA 02210
61789xxxx0 aas***@n******.com 1 1
Joint Venture Investments 35 Kingston St Ste 2 Boston, MA 02111
61754xxxx6 696*************************************@w*****************.com
Appleton Partners Inc 1 Post Office Square, Boston, MA 02109
61733xxxx0 acl****@a***************.com 5.04
Mark Savastano - Financial Advisor, Ameriprise Financial Services 275 Martine St Ste 302, Fall River, MA 02723
50891xxxx7 dns*****@a***.com 5 2
L R Nathan Associates 167 Dwight Rd Ste 203, Longmeadow, MA 01106
41356xxxx6 lar*********@l************.com
Santander Bank 1 Porter Sq, Cambridge, MA 02140
87776xxxx5 kei********@s*******************.com 124071 890 124839
Santander Bank 670 W Boylston St, Worcester, MA 01606
87776xxxx5 pau*********@s*******************.com 124083 819 124343
Caine Mitter & Associates Inc 43 Summer St, Northampton, MA 01060
41358xxxx3 aca***@c**********.com
Santander Bank 35 Center St Ste 102, Chicopee, MA 01013
41359xxxx2 aal***@s************.com
Gemini Investors LLC 20 William St # 250, Wellesley, MA 02481
78123xxxx1 ako@g***************.com
Edward Jones - Financial Advisor: Billy DePaul 365 Faunce Corner Rd Ste 1-n, North Dartmouth, MA 02747
50853xxxx8 and*******@c*************.ca
Successful Transition Planning Institute 1 Mifflin Pl Ste 400, Cambridge, MA 02138 61757xxxx8
Coastal MA Investors 66 Leland Rd, Marshfield, MA 02050 78183xxxx7
Securities America Inc
The Pioneer Group Inc 60 State St Fl 4, Boston, MA 02109
61742xxxx7 joh******@p***********.com
Landmark Wealth Advisors 3 Baldwin Green Cmn Ste 301, Woburn, MA 01801
78193xxxx0 gsu******@l**************.com
Keene Advisors 745 Atlantic Ave 8th floor, Boston, MA 02111
61776xxxx4 inf*@k************.com
Santander Bank 58 County St, New Bedford, MA 02744
50899xxxx6 chr***************@s*******************.com 3.2 12 124082 819 124342
Essex Investment Management Company LLC 125 High St, Boston, MA 02110
61734xxxx0 afo***@e**********.com
Glenn Arnold - Financial Advisor, Ameriprise Financial Services 775 Quaker Hwy, Uxbridge, MA 01569
50877xxxx7 dns*****@a***.com
Ameriprise Financial 271 Waverley Oaks Rd Ste 404, Waltham, MA 02452
78157xxxx7 dns*****@a***.com
Jennifer Blank - Financial Advisor, Ameriprise Financial Services 35 Village Rd Ste 500, Middleton, MA 01949
61758xxxx0 dns*****@a***.com 32
Santander Bank 220 Maple St, Middleton, MA 01949
87776xxxx5 joh**********@s*******************.com 124082 819 124342
Essex Investment Management Co LLC 125 High St Suite 1803, Boston, MA 02110
61734xxxx0 afo***@e**********.com
Trinity Advisory Group 22 Union Ave, Sudbury, MA 01776
97826xxxx9 adm**@t**************.com
Edward Jones - Financial Advisor: Lauren M Rahmeier 386 W Main St, Northborough, MA 01532
84489xxxx3 and*******@c*************.ca
American Express 202 S Main St, Hopedale, MA 01747 50863xxxx5
Civale & Associates - Ameriprise Financial Services 180 Paramount Dr Ste 2, Raynham, MA 02767
50882xxxx5 ari***************@a***.com 171 169
Kulig Financial Advisors 70 Salem Rd, Longmeadow, MA 01106
41356xxxx9 aan**************@k*************.com
American Express 445 Hoppin Hill Ave, North Attleboro, MA 02760
50869xxxx0 aar**@a**************.com 14 7985587 7977962
Santander Bank 275 Squire Rd, Revere, MA 02151
87776xxxx5 sil************@s*******************.com 22 124083 819 124343
Greenstone Financial Group 191 Elm St, Salisbury, MA 01952
97896xxxx2 dav**@g***********************.com
Karen Maloney-Hagel - Private Wealth Advisor, Ameriprise Financial Services, LLC 324 Grove St, Worcester, MA 01605
50879xxxx3 dns*****@a***.com
5
Santander Bank 1587 Brayton Point Rd, Somerset, MA 02725
87776xxxx5 deb*********@s*******************.com 124072 838 124755
Covington Associates 99 Summer Street, Boston, MA 02110
61731xxxx0 inf*@c******************.com
Santander Bank 715 W Main St, Hyannis, MA 02601
50882xxxx2 med***********@s********.us 124082 819 124342
RMP Capital 16 Kristopher Ln, West Townsend, MA 01474
97859xxxx0 bbe*****@r*********.com
Edward Jones - Financial Advisor: Dan Tenore 19 Main St, Hudson, MA 01749
97856xxxx9 a.j*********@e**********.com 156 155
5
Edward Jones - Financial Advisor: Mike Verde 285 Washington St Ste 1, North Easton, MA 02356
50821xxxx5 and*******@c*************.ca 5 3
American Express 9 Heath Rd, Peabody, MA 01960
97858xxxx1 aar**@a**************.com 14 7987274 7979644
Batterymarch Financial Management 699 Boylston St, Boston, MA 02116
61726xxxx0 alv********@q**********.com
Hoy/Sherwood Wealth Management Group - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx6 ade********@u**.com
Silverwood Partners 32 Pleasant St, Sherborn, MA 01770
50865xxxx4 car****@s*****************.com 3 2 28
5 1
Heather Hersey 2 Enon St, Beverly, MA 01915
97828xxxx6 a.p*****@c***********.com 175067 176628
Boston Harbor Investment Management 110 Great Rd, Bedford, MA 01730
61753xxxx0 den***************@b*************.com
Raymond James Financial Services 1 Conant St, Danvers, MA 01923
97864xxxx5
Independent Financial Services 119 Winsor St, Ludlow, MA 01056 41338xxxx0
Alternative Investment Analytics 29 S Pleasant St, Amherst, MA 01002
41325xxxx3 inf*@a*******************.com
Santander Bank 79 High St, Clinton, MA 01510
97836xxxx0 124082 819 124342
Nicholas Financial Group 19 Fatima Dr, Ashland, MA 01721
50888xxxx0 joh*@n*********************.com
D. E. Shaw & Co., L.P 180 Linden St #7C, Wellesley, MA 02482
21247xxxx0 aak************@d*****.com
Merrill Lynch Wealth Management 446 Main St, Worcester, MA 01608
50976xxxx7 ale*********@m*.com
Santander Bank 427 E Main St, Westfield, MA 01085
87776xxxx5 124082 819 124342
Edward Jones - Financial Advisor: Elijah F Pell 55 Federal St Ste 260, Greenfield, MA 01301
41320xxxx9 and*******@c*************.ca
Davinci Capital Management 799 Cambridge St, Cambridge, MA 02141
61735xxxx2 axx**********@d*******************.com
Bay State Financial Services 900 Route 134, South Dennis, MA 02660
50876xxxx2 aac*****@b****************.com
Janney Montgomery Scott 220 Main St Unit 102, Falmouth, MA 02540
50854xxxx8 aal******@j*****.com
Kahn Litwin Renza and Company 800 South St, Waltham, MA 02453
78154xxxx0 abr*****@k*********.com 635 695
Merrill Lynch Wealth Management 41 Taunton Grn, Taunton, MA 02780
40186xxxx5 ale*********@m*.com
Edward Jones - Financial Advisor: John A McAndrew 1593 Northampton St, Holyoke, MA 01040
41334xxxx2 and*******@c*************.ca
Berkshire Insurance Group Inc 43 East St, Pittsfield, MA 01201
41344xxxx6 aal******@b************.com 3.6 10
Santander Bank 260 Edgartown Vineyard Haven Rd, Edgartown, MA 02539
50862xxxx1 can***********@s*******************.com 2.2 9 124081 819 124341 5 1
Santander Bank 181 Main St, Marlborough, MA 01752
50848xxxx8 lee***********@s*******************.com 2.1 7 124081 819 124341
Bright Future Financial 975 Merriam Ave Ste 200, Leominster, MA 01453
97853xxxx0 exx****@b***********************.com
Fireman Capital Partners 800 Boylston St Ste 2400, Boston, MA 02199
61724xxxx0 dan********@f*************.com
Charles D Schapira - Financial Advisor, Ameriprise Financial Services 76-78 Airline Rd Unit C, South Dennis, MA 02660
50838xxxx0 cha***************@a***.com
Robert Cerniglia - Thrivent 60 Island St Ste 133, Lawrence, MA 01840
97858xxxx8 ash*********@t*******.com
Microfinancial 1600 District Ave Ste 200, Burlington, MA 01803
78199xxxx0 aly******************@m*************.com 1007
Santander Bank 2277 State Rd, Plymouth, MA 02360
50883xxxx0
Insight Financial Strategists LLC 29 Crafts St #500, Newton, MA 02458
78148xxxx4 chr*******@i**************************.com 4.4 7 4.7 20
Santander Bank 12 Front St, Ashland, MA 01721
50888xxxx0
Carl Aloupis - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx8 and*****************@u**.com
Werner, Bruce M, AGT 201 Boston Post Rd W, Marlborough, MA 01752
50849xxxx2 ame******************@a***.com 132547 134873
Edward Jones - Financial Advisor: Calan R Philbrook 86 Willow St Unit 5, Yarmouth Port, MA 02675
50841xxxx8 and*******@c*************.ca
Parlin Investments 99 High St Ste 10, Boston, MA 02110
61726xxxx0 ade*****@b******.com
MML Investors 1295 State St, Springfield, MA 01111
80054xxxx7 dom********@m*********.com 2.5 15
Edward Jones - Financial Advisor: Jahan K Manasseh 53 Gardner Rd Ste 2, Hubbardston, MA 01452
97820xxxx2 and*******@c*************.ca 23
The Wellesley Group - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx8 ale*******@u**.com
Heald Wealth Management Group 57 River St, Wellesley Hills, MA 02481
78126xxxx6 rbc*********@r**.com 11965 13318
Long Wharf Capital 1 Federal St 26th floor, Boston, MA 02110
61725xxxx0 acc*******@l********.com
Highland Peak Wealth 101 Federal St, Boston, MA 02110
61752xxxx0 and*********@f*************.com
CAPTRUST 1 Liberty Sq 13th Floor, Boston, MA 02109
61734xxxx0 aar*********@c*******.com 445 62 569
Trust Analytics 16 North St, Hingham, MA 02043
78174xxxx9 ayo***@w****************.com
Santander Bank 31 N Main St, Sherborn, MA 01770
50865xxxx7 aal***@s************.com
The Woerdeman Financial Group - Ameriprise Financial Services 218 W Main St, Hyannis, MA 02601
50877xxxx9 cat*********@a***.com 430 3
Edward Jones 325 Main St, Worcester, MA 01608
50836xxxx0 a.j*********@e**********.com 22 82573 92587
Auxano Wealth Management 2274 Washington St, Newton Lower Falls, MA 02462
61747xxxx5 inf*@a************.com
Progressive Asset Management/Boston 47 River St #100, Wellesley, MA 02481 78123xxxx7 2 1
Inspire Confidence Group - Ameriprise Financial Services 377 Main St Unit 102, Williamstown, MA 01267
41388xxxx9 amb*******@a***.com
Ameriprise Financial 1 Ash St, Hopkinton, MA 01748
50843xxxx9 dns*****@a***.com 59
Ameriprise Financial 80 Maple Ave, Great Barrington, MA 01230
41364xxxx0 ame******************@a***.com 132547 134873
Peter Durfee - Private Wealth Advisor, Ameriprise Financial Services 180 Paramount Dr Ste 2, Raynham, MA 02767
50882xxxx5 dns*****@a***.com 146 3
The Chapin Group - UBS Financial Services Inc. 1471 Iyannough Rd, Hyannis, MA 02601
50836xxxx3 ale*******@u**.com
Frontier Capital Management Co LLC 99 Summer Street # 1900, Boston, MA 02110
61726xxxx7 abe*****@f**********.com
Ballentine Partners, LLC 230 3rd Ave, Waltham, MA 02451
78131xxxx0 acl***@b*****************.com 5 1 5 11 92 3 118
Integrity Capital Management 1046 Main St, Osterville, MA 02655 50842xxxx0
Boston Standard Wealth Management 31 Church St Suite 3, Winchester, MA 01890
78172xxxx0 j.s****@b*******************.com 5 1
Gaboury Bookkeeping
Christopher O'Brien 1116 Route 28, South Yarmouth, MA 02664
50883xxxx1 a.p*****@c***********.com 175067 176628
Ameriprise Financial 162 Cordaville Rd, Southborough, MA 01772
50849xxxx2 ame******************@a***.com
Ameriprise Financial 68 Washington St, Attleboro, MA 02703
50864xxxx3 ame******************@a***.com 132547 134873
Wells Fargo Advisors Financial Network 326 Commercial St Ste A, Boston, MA 02109
85736xxxx3 aar********@w*******.com 3 7
Santander Bank 830 William S Canning Blvd, Fall River, MA 02721
50867xxxx3
Merganser
Joe Hayes - Financial Advisor, Ameriprise Financial Services 15 Caswell Ln Ste 1, Plymouth, MA 02360
50883xxxx1 dns*****@a***.com
Constant Guidance Financial - Mitch Zides, CFA, CFP 1 North Ave, North Attleborough, MA 02763
50820xxxx9 mit**@c*********.com 5 5
Santander Bank 85 Lynnfield St, Peabody, MA 01960
87776xxxx5 124083 819 124343
Steward Partners 300 Brickstone Sq Ste 1006, Andover, MA 01810
97880xxxx0 aar***********@s**************.com
The LT Investment Group
61772xxxx8 rbc*********@r**.com 11967 13320
Twelve Points Wealth Management 9 Pond Ln #3a, Concord, MA 01742
97831xxxx0 and***@t*****************.com 4.7 3 575
Michael Freeman 250 Legacy Pl, Dedham, MA 02026
78176xxxx4 a.p*****@c***********.com 175067 176627
Lumira Ventures 303 Wyman St Suite 300, Waltham, MA 02451
14162xxxxx3 inf*@l************.com
Professional Alliance 12 Asylum St, Milford, MA 01757
50847xxxx0 dou*@t**********************.com
Ameriprise Financial 910 Boston Post Rd E Ste 120, Marlborough, MA 01752
50828xxxx9 dns*****@a***.com
Zachary Leighton
a.p*****@c***********.com 180728 183000
Morgan Stanley Wealth Management 1500 Main St, Agawam, MA 01001 41373xxxx1 7
Joe Hodgkins 30 Main St, Ashland, MA 01721 50888xxxx1
Ameriprise Financial Services Inc 22 S Main St, Topsfield, MA 01983
97888xxxx8 dns*****@a***.com
Edward Jones - Financial Advisor: Christopher O'Connor 296 N Main St Ste 22, East Longmeadow, MA 01028 41352xxxx8
First Marblehead Education Res 800 Boylston St Ste 3400, Boston, MA 02199
61763xxxx0 3d@**w.firstmarblehead
Sagemark Consulting 77 Mill St Ste 310, Westfield, MA 01085 41356xxxx2
Adams, Linda, AGT 130 College St, South Hadley, MA 01075
41354xxxx7 ame******************@a***.com 132539 134861
Atlantic Counseling & Consulting 27 Mica Ln Ste 106, Wellesley Hills, MA 02481
78123xxxx0 ant****@a******************.com
Boston Partners Wealth Management, LLC 301 Edgewater Pl #116, Wakefield, MA 01880
78158xxxx0 bro*****@b*******.com
Fidelity Investments 44 Mall Rd, Burlington, MA 01803
80052xxxx2 a61****@f*******.com 2.9 16 313905 328996
William Tagerman - UBS Financial Services Inc. 8 Essex Center Dr Ste 2ND, Peabody, MA 01960
97853xxxx5 and**********@u**.com
Fidelity Investments - Corporate Office 2 Contra Way, Merrimack, NH 03054
80034xxxx8 a61****@f*******.com 4.5 39 313885 328973
4.5
Santander Bank 517 South Rd, Chilmark, MA 02535
50864xxxx9 abr****@m**.com 22791 27
Edward Jones - Financial Advisor: Holly E Noyes 54 Main St Ste 104, Leominster, MA 01453
97826xxxx0 and*******@c*************.ca
Santander Bank 284 Winthrop St, Taunton, MA 02780
87776xxxx5 jos**********@s*******************.com 124072 838 124755
Santander Bank 302 Main St, Oxford, MA 01540
87776xxxx5 124082 819 124342
Edward Jones - Financial Advisor: Corinne McFadden 55 Federal St Ste 260, Greenfield, MA 01301
41377xxxx3 a.j*********@e**********.com 22 82576 92591
Ameriprise Financial 11 Cross St, West Brookfield, MA 01585
50886xxxx4 dns*****@a***.com 2
Lightship Wealth Strategies 2344 Washington St Ste 2, Newton Lower Falls, MA 02462
61758xxxx0 bon***@l**************.com 5 2
Delta Partners 1 International Pl, Boston, MA 02110
61752xxxx0 bjo****@d*******.com
Santander Bank 509 Eastern Ave, Lynn, MA 01902
87776xxxx5 124081 819 124341
Ameriprise Financial 35 Highland Cir Ste 300, Needham Heights, MA 02494
78144xxxx3 ame******************@a***.com 132547 134873
Rusk O'Brien Gido + Partners, LLC 383 Boston Post Rd Suite 201, Sudbury, MA 01776
80054xxxx9 acr******@r***********.com 36 46
Morton Financial Advice 131 Slough Rd, Harvard, MA 01451
97830xxxx3 mik*@m*******.com 5 9 5 6
PSS Partners - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx5 ade********@u**.com
Desert Consolidate Group Sharon, MA 02067
51645xxxx5 inf*@d*********************.com
Suzanne Matheson - TD Wealth Relationship Manager 1227 Main St, Worcester, MA 01603
20391xxxx2 abc***@t*.com
Santander Bank 47 Pond St, Ashland, MA 01721
87776xxxx5 med***********@s********.us 120 124079 835 124751
Cape Cod Wealth Strategies & Insurance Services 16 Forsythe Ave, South Yarmouth, MA 02664
50877xxxx8 acf*@c************.com 4.9 45 5 25 351
Santander Bank 566 Columbus Ave, Boston, MA 02118
87776xxxx5 har******@s*******************.com 124074 838 124757
Christine DelBrocco - Financial Advisor, Ameriprise Financial Services 975 Merriam Ave Ste 208, Leominster, MA 01453
97853xxxx2 ale************@a***.com 2137 135
Santander Bank 323 Broadway # 1, Saugus, MA 01906
78123xxxx8 mic***********@s*******************.com 4.4 33 124081 819 124341
Ameriprise Financial 2 Narrows Rd, Westminster, MA 01473
97872xxxx9 dns*****@a***.com 5 7
ARC Investment Planning & Management Inc 5 Walker St Ste 6, Lenox, MA 01240
41363xxxx0
Santander Bank 585 Allen St, New Bedford, MA 02740
50899xxxx0 chr***************@s*******************.com 4 8 124082 819 124342
PLS Financial 112 Medford St, Medford, MA 02155
78139xxxx5 aar**@p*****.com 4.7 292 3 167 11556 505 11750
Charles River Wealth Management
Nash Todd 113 Samoset St, Plymouth, MA 02360
50892xxxx5 ban**********@e****.bankofamerica 2.3 30 1 2861209 2812417
eternalgreenback North Attleboro, MA 02760 50883xxxx3
Sensible Financial Planning 203 Crescent St Ste 404, Waltham, MA 02453
78164xxxx0 aim****@s****************.com 4 96 4
5 2
Edward Jones - Financial Advisor: Sarah McDonald 146 Lowell St Wakefield, MA 01880
78124xxxx4 a.j*********@e**********.com 22 82572 92585
Santander Bank 495 Paradise Rd, Swampscott, MA 01907
78158xxxx5 4.1 14
Santander Bank 451 Center St, Ludlow, MA 01056
87776xxxx5 124082 819 124342 1 1
John Curtin - Private Wealth Advisor, Ameriprise Financial Services 175 Andover St Ste 201, Danvers, MA 01923
87752xxxx2 ale**************@a***.com
Watchcity Finacial Group 967 Main St, Waltham, MA 02451 78139xxxx7
Dahab Associates Inc 13 Main St Ste 7B, Franklin, MA 02038
50852xxxx0 bar**@d****.com
Street Smart Financial 4 Militia Dr Ste 16, Lexington, MA 02421
78186xxxx8
Santander Bank 35 Market Sq, Lynn, MA 01905
78158xxxx3 2.9 36
Balance Wealth Advisors 57 River St #300, Wellesley, MA 02481
78143xxxx2 aca**@b*******************.com 5 173 1236 76
Pierce, Paul, AGT 226 Russell St, Hadley, MA 01035
41337xxxx2 dns*****@a***.com
Santander Bank 460 S Union St, Lawrence, MA 01843
97869xxxx1 kev***********@s*******************.com 3.2 18 124081 819 124341
Santander Bank 1176 Granby Rd, Chicopee, MA 01020
87776xxxx5 23 124072 838 124755
Santander Bank 317 Washington St, Auburn, MA 01501
50872xxxx0 sco**********@s*******************.com 4.1 12 124081 819 124341
John Hancock Investment Management 197 Clarendon St, Boston, MA 02116
80022xxxx0 aar**@j************.com 1.9 9
American Equity Mortgage 75 2nd Ave Ste 605, Needham Heights, MA 02494
61745xxxx2 aad***@a**************.com 9276 419 9800
Mark Russo - Private Wealth Advisor, Ameriprise Financial Services 1700 W Park Dr Ste 100, Westborough, MA 01581
50853xxxx3 ale************@a***.com
Edward Jones Investments 110 Great Rd, Bedford 01730
78127xxxx4 a.j*********@e**********.com 22 82573 92587
Me
HLM Venture Partners 800 South St Ste 200, Waltham, MA 02453
61726xxxx0 ahe**********@h****.com
Edward Jones 138 Great Rd, Bedford, MA 01730
78127xxxx4 a.j*********@e**********.com 22 82572 92585
Mcgrath Daniel 1 Washington St Ste 308, Wellesley Hills, MA 02481 78123xxxx2
Richard R Miller - Private Wealth Advisor, Ameriprise Financial Services 60 Walnut St Ste 4, Wellesley, MA 02481
61760xxxx6 bri***********@a***.com
Stockwell Wealth Management 16 Chestnut St, Boston, MA 02108 61724xxxx0
Wilcox Investment Inc 950 Centre St, Newton Center, MA 02459 61733xxxx6
Baystate Financial 301 Edgewater Pl Ste 200 Wakefield, MA 01880
78187xxxx0 aac*****@b****************.com 1 2
Miller, Richard, AGT 60 Walnut St, Wellesley, MA 02481
61760xxxx6 dns*****@a***.com
Gb Financial Group 8 N Pleasant St, Natick, MA 01760
50854xxxx8 bba***@g**********.com
Santander Bank 39 Edgell Rd, Framingham, MA 01701
50862xxxx1 bak**************@s*******************.com 124044 803 124298
Edward Jones - Financial Advisor: Zachary R Bass 40 Maple St, Florence, MA 01062
84484xxxx7 and*******@c*************.ca
Ameriprise Financial 310 N Main St, North Uxbridge, MA 01538 50827xxxx1
Resolute Financial-Paquin 15 Alpine Ln, Chelmsford, MA 01824
97825xxxx0 ab@e*******.com 1114 33
Gregg Desmarais - TD Wealth Relationship Manager 847 Williams St, Longmeadow, MA 01106
41333xxxx1 add********************@t*.com
Haresh Tiwari 182 Linden St, Wellesley, MA 02482
78194xxxx6 a.p*****@c***********.com 175067 176628
Stafford Schauer Group - Alex. Brown, A Division of Raymond James 1 International Pl Ste 2810, Boston, MA 02110
85750xxxx0 aar***********@a********.com
PlanStrong Investment Management 980 Washington St #123, Dedham, MA 02026
78146xxxx1 ale********@p*********.com
Baird Global Investment Banking One Post Office Square, #3617, Boston, MA 02109
61742xxxx4 aac*****@r******.com 7858 916
Raymond James Financial Services 142 Main St, Groton, MA 01450
97844xxxx0
McIntyre Freedman & Flynn Investment Advisers Inc 4 Main St, Orleans, MA 02653
50825xxxx1 dou*@m******************.net
Geoffrey Hargadon - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx7 ade********@u**.com
Growcore Investments 800 South St #600, Waltham, MA 02453
61767xxxx5 fra************@g*************.com
American Express 14 Montanari Dr, Marlborough, MA 01752
50830xxxx1 aar**@a**************.com 14 7987279 7979649
David Matias, MA, CPA, Robertson Stephens 55 Old Bedford Rd Ste 306, Lincoln, MA 01773
97831xxxx0 abl**@r********.com 995 8
Peter Birnie - Private Wealth Advisor, Ameriprise Financial Services 22 Depot St Ste 2, Duxbury, MA 02332
78187xxxx4 dns*****@a***.com
Santander Bank 116 Central St, Ipswich, MA 01938
97835xxxx5 124082 819 124342
Catherine Ellis - Financial Advisor, Ameriprise Financial Services 175 Andover St Ste 201, Danvers, MA 01923
87752xxxx2 ale**************@a***.com
Generational Wealth Partners of Raymond James 225 Franklin St Ste 2200, Boston, MA 02110
61789xxxx0 aar************@r***********.com 17086
Stoddard Management Company 800 Hingham St Ste 200N, Rockland, MA 02370
78198xxxx2
Santander Bank 19 Main St, Edgartown, MA 02539
50862xxxx0 can***********@s*******************.com 124082 819 124342
Penobscot Investment Management Co 155 Federal St Suite 1602, Boston, MA 02110
61722xxxx1 adm**@p********.com
Resolute Financial 599 North Ave, Wakefield, MA 01880
78158xxxx0 8f1*************************************@w*****************.com
Wingate Financial Group, Inc. 450 Bedford St Ste 3, Lexington, MA 02420
78186xxxx0 bie***@w********************.com 4.8 4
Ameriprise Financial 7 Prince Pl Ste 202, Newburyport, MA 01950
97835xxxx8 ame******************@a***.com 132545 134869
Emre Oztunc 20 N Park Ave, Plymouth, MA 02360
50873xxxx8 a.p*****@c***********.com 10 175067 176628
Finivi | Financial Advisors
cga****@f*****.com 3 2 4087 6 4100
Edward Jones - Financial Advisor: Katy Donahue 29 E Mountain St Ste 3, Worcester, MA 01606
50885xxxx8 a.j*********@e**********.com 5 2
Mercer Advisors Wealth Management
18887xxxxx2 aar********@m*************.com 19 2669 27
Sunderland Capital Partners 8 Newbury St, Boston, MA 02116
61793xxxx8 jgu*****@s****************.com
Merrill Lynch Wealth Management 34 Bridge St Ste 3, Northampton, MA 01060
41358xxxx2 aas***********@m*.com
Vision Wealth Strategies, LLC 1700 W Park Dr Ste 260, Westborough, MA 01581
50861xxxx0 eri*@v*********************.com 104 2
Charles Schwab 54 Mall Rd, Burlington, MA 01803
78150xxxx0 aar********@s*****.com 105 261928 94 272178
Santander Bank 167 Daniel Shays Hwy, Orange, MA 01364
87776xxxx5 med***********@s********.us 124079 835 124751
BPEA 20 Custom House St Suite 610, Boston, MA 02110
61722xxxx0 doe*****@b******.com
Curtin & Associates-Ameriprise Financial Services Inc 175 Andover St, Danvers, MA 01923
97877xxxx0 ale**************@a***.com 496
Boston Financial 101 Arch St 13th Floor, Boston, MA 02110
80078xxxx0 aim*********@b***.com 3 2
Edward Jones - Financial Advisor: Gregory R Sadowski 2 Lowell St Wilmington, MA 01887
97865xxxx7 acc**********@e**********.com 5 2 22 82572 92585
Wells Fargo Advisors 3 Centennial Dr, Peabody, MA 01960
97853xxxx0 a-p*************@w*****************.com 189268
Raymond James 25 Braintree Hill Park Ste 302, Braintree, MA 02184
78193xxxx6 aar************@r***********.com
Concierge Wealth Management 346 Commercial Street, Boston, MA 02109
61760xxxx6 jb@c**********.com 5 13
Islington Capital Partners 2345 Washington St Ste 101, Newton Lower Falls, MA 02462
61755xxxx0 jcu*******@i***************.com
Judy Carryl-Young - Financial Advisor, Ameriprise Financial Services 2 Dundee Park Dr Ste B06, Andover, MA 01810
97840xxxx5 dns*****@a***.com 43
The Householder Group 500 Faunce Corner Rd, North Dartmouth, MA 02747
50899xxxx0
American Fiduciary Corporation 200 Reservoir St Ste 100, Needham Heights, MA 02494
78145xxxx4 ema***********@a**********.com
Santander Bank 555 Broadway, Lawrence, MA 01841
97869xxxx2 ala***********@s*******************.com 3.1 13 124081 819 124341
Weiss Asset Management LP 222 Berkeley St, Boston, MA 02116
61777xxxx0 aar**@w*********.com 5 1
Cambridge Finance Associated 955 Massachusetts Ave Ste 5, Cambridge, MA 02139
61757xxxx0 3d@c***************.com
New Harbor Investment Management 1645 Falmouth Rd Ste 1G, Centerville, MA 02632
50895xxxx9 sil**********@l**.com
Arctaris Impact Investors 20 William St # G50, Wellesley, MA 02481
31382xxxx6 and*@a*******.com
Ameriprise Financial 275 Wyman St Ste 230A, Waltham, MA 02451
78199xxxx6 ant*************@a***.com
Boyt Financial Services 541 South St, Wrentham, MA 02093
50838xxxx5 cor****@b********************.com
William Ford 1330 Boylston St, Chestnut Hill, MA 02467
40128xxxx7 abc***@c***********.com 175067 176628
Matias Solutions, LLC 85 Hosmer St, Acton, MA 01720
95429xxxx1
Paul Pierce - Financial Advisor, Ameriprise Financial Services 226 Russell St Ste A, Hadley, MA 01035
41337xxxx2 ale*********@a***.com
J. Chrisann Taras - RBC Wealth Management Financial Advisor 57 River St, Wellesley Hills, MA 02481
78126xxxx2 rbc*********@r**.com
Sturman Financial 60 State St Ste 700, Boston, MA 02109
61787xxxx0 aar**********@l*******.com 1467 24
Norton Joan K Financial 800 W Cummings Park Ste 3600, Woburn, MA 01801
78193xxxx6 jea*@j*********.com
Sarah Szabo - New York Life 201 Jones Rd 5th Fl, Waltham, MA 02451
78139xxxx9 ssz***@f*.newyorklife 4.6 11 4.2 878 656146 656134
Jeffrey Wakefield - Financial Advisor, Ameriprise Financial Services 196 Pleasant St Ste 202, Northampton, MA 01060
41372xxxx5 dns*****@a***.com 53
Seeley Investments 1500 Main St, Springfield, MA 01103
41321xxxx0 chr**@s************.com 5 2
Carey, James, AGT 350 Park St, North Reading, MA 01864
97866xxxx1 ame******************@a***.com 132539 134861
Prudential Insurance Company 377 Simarano Dr, Marlborough, Ma 01752 50846xxxx0
Investment Advisory Group 51 Mill St, Hanover, MA 02339
78182xxxx5 ach***********@i**********.com 5 11
W S Securities Inc 5 Walker St, Lenox, MA 01240
41363xxxx0 bi**@l****.org 4378 403
Tempo Financial Advisors 550 Cochituate Rd # 25, Framingham, MA 01701
50865xxxx7 dtr***@t************.com
Igor Avelar - TD Wealth Financial Advisor 519 Route 134, South Dennis, MA 02660
77421xxxx7 abc***@t*.com 3.1 13
Santander Bank 66 Main St, Hopkinton, MA 01748
50843xxxx9 124083 819 124343
Beechwood Capital 20 William St, Wellesley, MA 02481
78144xxxx3 577*****@m************.com
Maryanne Waldman - RBC Wealth Management Financial Advisor
Edward Jones - Financial Advisor: Eric W Evans 133 Park St Ste 100 North Reading, MA 01864
97866xxxx3 acc**********@e**********.com 148
Santander Bank 19 Pleasant St, Woburn, MA 01801
78137xxxx1 4.1 8
Stifel 125 High St 29th floor, Boston, MA 02110
61748xxxx0 abb****@s*****.com 4044
Steiger John 460 Totten Pond Rd, Waltham, MA 02451
78154xxxx0 joh*@f*****************.com
Catalyst Wealth Advisors LLC 27 Park St, Westborough, MA 01581
50836xxxx0 ces*****@c**************.com
5 2
Federal Street Advisors 24 Federal St, Boston, MA 02110
88875xxxx4 ada*****@p********.com 245
Hiten Mehta - Private Wealth Advisor, Ameriprise Financial Services 5 Mount Royal Ave Ste 180, Marlborough, MA 01752
50830xxxx4 ama*********@a***.com 132 3
Edward Jones 19 Maple St, Spencer, MA 01562
50888xxxx4 a.j*********@e**********.com 86829 99000
Prio Wealth, LP 265 Franklin St Suite 2001, Boston, MA 02110
61722xxxx0 ake***@p*********.com 5 1 5 5
Trillium Asset Management 60 South St, Boston, MA 02111
61742xxxx5 ajo*******@t*************.com 5 2
Ameriprise Financial 310 N Main St, Uxbridge, MA 01569
50827xxxx1 dns*****@a***.com
Goodwin, Shine and Associates - Ameriprise Financial Services 48 Federal St, Greenfield, MA 01301
41377xxxx2 che**********@a***.com 361 2
Loynd Capital Management 171 Pleasant St, Marblehead, MA 01945
78163xxxx0 inf*@l***********.com
Wells Fargo Advisors: Caruso Peter 10 Mechanic St Ste 200, Worcester, MA 01608
50875xxxx3 ada*********@w*****************.com 18
5
Ameriprise Financial 880 Winter St Ste 310, Waltham, MA 02451
78189xxxx7 dns*****@a***.com
Stifel 105 Route 137 Ste A, Harwich, MA 02645
50843xxxx9 abb****@s*****.com 4044
Wellesley Asset Management, Inc. 20 William St # 310, Wellesley, MA 02481
78141xxxx0 air**********@a****.com
RBF Angels 33954xxxx1
Santander Bank 590 Sumner Ave, Springfield, MA 01108
41374xxxx8 3.7 41 124047 726 124285
Santander Bank 239 Memorial Ave, West Springfield, MA 01089
87776xxxx5 124082 819 124342
Wellvest Capital 75 Federal St, Boston, MA 02110
61780xxxx0 dav**@w**************.com
Santander Bank 98 Boston Tpke, Shrewsbury, MA 01545
87776xxxx5 a@s************.com 2.6 12 124044 803 124298
The Pegram Wealth Management Group 57 River St, Wellesley Hills, MA 02481
78126xxxx1 wms**********@r**.com 11965 13318
Merrill Lynch Wealth Management 200 Brickstone Sq Ste 402, Andover, MA 01810
97862xxxx0 ale*********@m*.com
Ameriprise Financial 9 Derby St Ste 301, Hingham, MA 02043
78198xxxx6 ame******************@a***.com 132547 134873
Jeffrey Meese: Residential + Investment Properties Compass, 1100 Massachusetts Ave, Cambridge, MA 02138
85799xxxx0 aar**@c******.com 5 23 229 231
South Shore Wealth Management, Inc. 500 Victory Rd S-400, Quincy, MA 02171
61724xxxx4 jsm***@s***************.com
Mark Brannigan - Private Wealth Advisor, Ameriprise Financial Services 75 Post Office Park Ste 5, Wilbraham, MA 01095
41359xxxx5 dns*****@a***.com
Retirementadvisers.net 195 Park Ave, Worcester, MA 01609
88863xxxx7 ceo@r*****************.net 63 35
1 1
Personal Financial Management 449 Broadway Rear, Lynnfield, MA 01940 78147xxxx1
The Wealth Technology Group 75 S Church St, Pittsfield, MA 01201
41357xxxx0 gar***@w***************.com
Yellow Wood Partners LLC 1 International Pl suite 3420, Boston, MA 02110
61750xxxx0 ahr****@y*****************.com 5 2
Santander Bank 208 Elm St, Westfield, MA 01085
87776xxxx5 3.5 2 124047 726 124285
The William Street Wealth Management Group - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx9 ale*******@u**.com
Tim Daley - Financial Advisor, Ameriprise Financial Services 303 Wyman St Ste 290, Waltham, MA 02451
78199xxxx6 dns*****@a***.com 142
Michael Costa - Private Wealth Advisor, Ameriprise Financial Services, LLC 10 Cedar St STE 33, Woburn, MA 01801
78193xxxx1 ada********@a***.com 121
Merrill Lynch Wealth Management 271 Great Rd, Acton, MA 01720
78193xxxx4 aas***********@m*.com 2.9 30
Santander Bank 101 Highland St, Worcester, MA 01609
87776xxxx5 a@s************.com 124083 819 124343
Freed Investment Group 396 Commonwealth Ave Ste D2A, Boston, MA 02215 61742xxxx0
Santander Bank 30 Elm St, Westfield, MA 01085
41356xxxx6 4.2 5 124082 819 124342
Hargadon Wealth Management - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx1 ade********@u**.com
Edward Jones - Financial Advisor: Jennifer Pollina 50 Mall Rd Ste G15, Burlington, MA 01803
78156xxxx7 and*******@c*************.ca
The Littlefield Murphy Team - UBS Financial Services Inc.
Edward Jones - Financial Advisor: Sean R. Parent 79 Lyman St Ste C, South Hadley, MA 01075 41353xxxx4
Tully & Holland, Inc.
78123xxxx0 cka***@t**************.com 5 1
Santander Bank 100 Worcester St, North Grafton, MA 01536
87776xxxx5 a@s************.com 124044 803 124298
Santander Bank 51 Gold Star Blvd, Worcester, MA 01605
50842xxxx1 4.1 10
Morgan Stanley Wealth Management 5 Concord Rd, Sudbury, MA 01776 97857xxxx9
Canby Financial Advisors 161 Worcester Rd Ste 408, Framingham, MA 01701
50859xxxx2 cbo****@c*************.com
Morgan Stanley 35 Village Rd Ste 601, Middleton, MA 01949
97873xxxx0 ccg************@m******************.com
American Express 35 Dory Rd, Gloucester, MA 01930
97828xxxx3 aar**@a**************.com 2.5 11 14 7986385 7978760
Martha's Vineyard Financial Group 4 Cournoyer Rd, Vineyard Haven, MA 02568
50869xxxx0 ahu**@m*****.com
Santander Bank 22 Main St, North Reading, MA 01864
87776xxxx5
Horizon Investments 10 Crane Ave, East Longmeadow, MA 01028
41352xxxx0 inf*@h*********.com 9
Edward Jones - Financial Advisor: Sandy Childs 225 Water St Ste A205, Plymouth, MA 02360
78121xxxx4 and*******@c*************.ca
Santander Bank 555 Chickering Rd, North Andover, MA 01845
97897xxxx3 joh**********@s*******************.com 3 2 124081 819 124341
Santander Bank 160 N Main St, Carver, MA 02330
87776xxxx5 and*************@s*******************.com 84 124081 819 124341
Compass Point Retirement Planning 500 Edgewater Dr Ste 565 Wakefield, MA 01880
80024xxxx3 cas******@c***.com
Strategic Financial Services 46 Accord Park Dr, Norwell, MA 02061
78187xxxx3 inf*@n**************************.com 3.7 3
Samuel Asirifi-nyarko - Prudential Financial 9 E Mountain St Ste 205, Worcester, Ma 01606
50845xxxx5 a.w*****@p*********.com
Ameriprise Financial 18 Muzzey St, Lexington, MA 02421
78173xxxx7 dns*****@a***.com
Long River Ventures 245 Russell St Ste 12, Hadley, MA 01035 41358xxxx6
Wells Fargo Advisors 1019 Iyannough Rd Ste 3, Hyannis, MA 02601
50853xxxx0 ada*********@w*****************.com 189276
Molzan David 1 Washington St Ste 308, Wellesley Hills, MA 02481
78123xxxx0 ame******************@a***.com 132539 134861
Edward Jones - Financial Advisor: Rich McFadden 55 Federal St Ste 260, Greenfield, MA 01301
41325xxxx6 and*******@c*************.ca 2
Merrill Lynch Wealth Management 1 S Pleasant St, Amherst, MA 01002
41325xxxx9 aas***********@m*.com
Santander Bank 77 Bedford St, Middleboro, MA 02346
50894xxxx0 and*************@s*******************.com 3.1 11 124081 819 124341
Ironwood Investment Management
awa**@i***************************.com
Davis Financial
dav************@l**.com
Aloupis - Moore Wealth Management - UBS Financial Services Inc.
ale*******@u**.com
Heart and Patterson 136 West St Ste 106, Northampton, MA 01060 41358xxxx0
Santander Bank 100 Route 6a, Sandwich, MA 02563
50883xxxx0
Seacoast Capital 55 Ferncroft Rd Ste 110, Danvers, MA 01923
97875xxxx0 adm**@s**************.com
Robert Damon 11 Fearing Rd, Hingham, MA 02043
78174xxxx1 a.p*****@c***********.com 175067 176628
Stephen Singmon 414 Washington St, Brighton, MA 02135
61778xxxx6 a.p*****@c***********.com 175067 176628
Courtney Dunnells - Financial Advisor, Ameriprise Financial Services 10 City Sq Ste 4TH, Charlestown, MA 02129
61739xxxx7 cit***********************@a***.com
Edward Jones - Financial Advisor: Carl Satterlee 1448 N Main St, Palmer, MA 01069
41328xxxx5 a.j*********@e**********.com
Santander Bank 526 Boston Post Rd Ste A, Sudbury, MA 01776
97844xxxx0
Empower Wealth Group 5 Bristol Dr Ste 2, South Easton, MA 02375
50823xxxx0 bck@m************.com 362 404
Su, Hung-Chang, AGT 7 Dartmouth St, Danvers, MA 01923
97877xxxx1 ame******************@a***.com 132545 134869
Calkain Companies LLC 101 Federal St Suite 1900, Boston, MA 02110 61726xxxx4
Polaris Partners 1000 Winter St #3350, Waltham, MA 02451
78129xxxx0 ale******@p**************.com
Edward Jones - Financial Advisor: Claude B Wiggins II 1041 Central St, Leominster, MA 01453
97853xxxx7 a.j*********@e**********.com 22 82047 91971
Alvanos & Associates - Ameriprise Financial Services 1349 Springfield St, Feeding Hills, MA 01030
41382xxxx0 dns*****@a***.com
Ameriprise Financial Services Inc 431 Country Club Way, Kingston, MA 02364
50883xxxx9 cat*********@a***.com 3.7 3 430 3
Santander Bank 50 Medway Rd, Milford, MA 01757
87776xxxx5 sco**********@s*******************.com 124082 819 124342
Santander Bank 110 Turnpike St, North Andover, MA 01845
87776xxxx5 joh**********@s*******************.com 124074 838 124757
Santander Bank 222 Main St, Wilmington, MA 01887
87776xxxx5 mel**************@s*******************.com 124082 819 124342
Claudia Pereira - TD Wealth Financial Advisor 1800 Boston Rd, Springfield, MA 01129
41320xxxx5 add********************@t*.com
Masroor Hassan - TD Wealth Financial Advisor 449 Boston Rd, Billerica, MA 01821
97877xxxx4 abc***@t*.com
Christopher B Reed - Financial Advisor, Ameriprise Financial Services 12 Mariners Way, Edgartown, MA 02539
50862xxxx7 cat*********@a***.com 430 3
Tritle, Costa & Associates - Ameriprise Financial Services 10 Cedar St Ste 33, Woburn, MA 01801
78193xxxx1 dns*****@a***.com
Benjamin Holloway 420 Granite Ave, Milton, MA 02186 61796xxxx9
Charles River Wealth Management 50 Burlington Mall Road Suite 209, Burlington, MA 01803
78127xxxx0
Santander Bank 369 Main St, Wakefield, MA 01880
78122xxxx0 pau**********@s*******************.com 124082 819 124342
Morgan Stanley Wealth Management 90 Rainbow Ter, Salem, MA 01970
97859xxxx1 acm***********@m************.com 61 110126 2965 125042
M. Patrick Brown - UBS Financial Services Inc. 8 Essex Center Dr Ste 2ND, Peabody, MA 01960
61726xxxx4 ale*******@u**.com
Wellesley Capital Management 1 Washington St Ste 201, Wellesley Hills, MA 02481
78123xxxx7
Santander Bank 128 Union St, New Bedford, MA 02740
50898xxxx0 med***********@s********.us 3.6 9 124079 835 124752
Edward Jones - Financial Advisor: Timothy J. Moses 55 W St Walpole, MA 02081
50866xxxx2 aar*********@e**********.com 82829
Nonantum Capital Partners 888 Boylston St, Boston, MA 02199
61724xxxx0 afl**@n**************.com
Santander Bank 63 S Main St, Assonet, MA 02702
50864xxxx9 3.4 5
Santander Bank 486 Pleasant St, Attleboro, MA 02703
87776xxxx5 ian********@s*******************.com 124083 819 124343
Michael Michaelson 791 Main St, Winchester, MA 01890
61766xxxx4 a.p*****@c***********.com 175067 176628
Boyd Financial Strategies Inc 255 Park Ave, Worcester, MA 01609
50855xxxx6 ake**@b***********.com
Santander Bank 434 Rantoul St, Beverly, MA 01915
87776xxxx5 mic***********@s*******************.com 124082 819 124342
Santander Bank 440 Mount Pleasant St, New Bedford, MA 02746
50899xxxx9 chr***************@s*******************.com 3.4 9 124082 819 124342 1 1
Dowden, Glen, AGT 1284 Main St, Osterville, MA 02655
50842xxxx0 dns*****@a***.com
Sullivan Financial Service, Inc. 690 Main St, Norwell, MA 02061
78165xxxx4 ava*****@a*******.com 9
Easterly Acquisition Corp. 138 Conant St Ste 1, Beverly, MA 01915
61723xxxx8 inf*@e******************.com
Rudikoff, Adam, AGT
Edward Jones - Financial Advisor: Ian B. Stephens 1 Main St Ste A Peabody, MA 01960
97854xxxx0 aar*********@e**********.com 22 82573 92587
Edward Jones - Financial Advisor: Paul W. Lam 348 Washington St Wellesley Hills, MA 02481
78143xxxx0 acc**********@e**********.com 2 42
Santander Bank 25 Center St, Weston, MA 02493
78189xxxx1 and********@s*******************.com 4.5 2 124081 819 124341
Colonna, Mark, AGT 6 Rock Hill Pl, Methuen, MA 01844
97868xxxx4 dns*****@a***.com
Nicholas Bollas - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx7 and*****************@u**.com
Kevin Donovan - RBC Wealth Management Financial Advisor
Pilothouse Wealth Planning - Ameriprise Financial Services 35 Village Rd Ste 100, Middleton, MA 01949
61758xxxx2 dns*****@a***.com
Grimes & Company, Inc. 110 Turnpike Rd Ste 100, Westborough, MA 01581
50836xxxx3 adv*****@g*******.com 3.9 7
4
Santander Bank 1314 Washington St, West Newton, MA 02465
61724xxxx5
Daniel R Omogrosso Jr - Platinum Financial Services Advisor, Ameriprise Financial Services 13 Branch St Ste 208A, Methuen, MA 01844
97866xxxx3 dan***************@a***.com
Paul McHugh - Financial Advisor, Ameriprise Financial Services
13145xxxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Cailte Kelley 113 Central St, Winchendon, MA 01475
97829xxxx2 a.j*********@e**********.com 174 13
Edward Jones - Financial Advisor: Bob Oliver 202 S Westfield St, Feeding Hills, MA 01030
41328xxxx6 and*******@c*************.ca 2
The Littlefield Murphy Team - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx1 ale*******@u**.com
Mercer Advisors Wealth Management 101 Federal St Suite, 1900, Boston, MA 02110
88856xxxx1 aar********@m*************.com 4.4 18 2704 27
By All Accounts Company 10 State St Ste 2A, Woburn, MA 01801
78137xxxx1 aar*******@m**********.com 18828 993 22000
Paul Harney Wealth Management 724 Main St, Hyannis, MA 02601
50877xxxx3
Ethos Capital
enq****@e***********.com
American Financial Recovery 26 Northern Ave, Lynn, MA 01904 78158xxxx3
Chris Civale - Private Wealth Advisor, Ameriprise Financial Services 180 Paramount Dr Ste 2, Raynham, MA 02767
50882xxxx5 ari***************@a***.com 171 169
Edward Jones - Financial Advisor: Paul Dansereau 1448 N Main St, Palmer, MA 01069
41327xxxx6 and*******@c*************.ca
Smith-Petersen Douglas R 175 Federal St Fl 16, Boston, MA 02110 61748xxxx0
Boston, MA Private Wealth Management - UBS Financial Services Inc. One Post Office Square 33rd floor, Boston, MA 02109
80022xxxx5 ade********@u**.com
Edward Jones - Financial Advisor: Ben Woolfrey 491 Main St Ste A, Groton, MA 01450
60376xxxx6 and*******@c*************.ca
Connell McNamara - Financial Advisor, Ameriprise Financial Services 76 Main St, Andover, MA 01810
50828xxxx0 ash***********@a***.com 5
Richard R Miller - Ameriprise Financial Services, Inc. 60 Walnut St, Ste 4, Wellesley, MA 02481
61760xxxx6 dns*****@a***.com
5
Ameriprise Financial 68 N Washington St, North Attleboro, MA 02760
50864xxxx3 ame******************@a***.com 132547 134873
Baystate Financial 100 William St Ste 300, Wellesley, MA 02481
78123xxxx0 avi****@b****************.com
John Alessi 420 Granite Ave, Milton, MA 02186
61769xxxx4 a.p*****@c***********.com 175067 176628
Ameriprise Financial 40 Salem St Ste 2-11, Lynnfield, MA 01940
78145xxxx9 ame******************@a***.com 132547 134873
Peter Roberts and Associates 231 E Main St Ste 201 Milford, MA 01757
50847xxxx1 bte*****@p*********.com 2 60 2 25 183063405 119 188120271
Strong Financial Group 1770 Massachusetts Ave # 120, Cambridge, MA 02140 61749xxxx5
Private Trust Group Of America 29 Water St Ste 208, Newburyport, MA 01950
97846xxxx9 cin***@p****************.com
Erica Hubbard - Platinum Financial Services Advisor, Ameriprise Financial Services 127 Main St Ste 8, Boston, MA 02129
61745xxxx6 dns*****@a***.com
Beacon Wealth Advisors, LLC 1330 Beacon St, Brookline, MA 02446
61773xxxx9 inf*@b**************.com 212 16
Sverica Capital Management LP One Boston Place, 201 Washington St Unit 3910, Boston, MA 02201
61769xxxx1 ali**@s******.com 1 1 958
Winer Levsky Group - UBS Financial Services Inc. 1 Monarch Pl Ste 1400, Springfield, MA 01144
41378xxxx2 ade********@u**.com
Ameriprise Financial 3 Mariners Lndg, Edgartown, MA 02539 50893xxxx7
Tim Griffin - Financial Advisor, Ameriprise Financial Services
Edward Jones - Financial Advisor: Alex Winkelmann 19 Maple St Ste D, Marlborough, MA 01752
50854xxxx4 and*******@c*************.ca 5 32
Santander Bank 413 Paradise Rd, Swampscott, MA 01907
87776xxxx5 mic***********@s*******************.com 124072 838 124755
Team Carey McKeever - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx5 ade********@u**.com
Ellen M Kenney - Platinum Financial Services Advisor, Ameriprise Financial Services 11 Water St Ste 2A, Arlington, MA 02476
78164xxxx6 dns*****@a***.com
Santander Bank 264 Trapelo Rd, Belmont, MA 02478
87776xxxx5 kei********@s*******************.com 124083 819 124343
Devin M. Callinan, CFP® - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx6 and*****************@u**.com
Daryl DeVillier - Financial Advisor, Ameriprise Financial Services 1414 Main St Ste 1800, Springfield, MA 01144
41350xxxx2 dar************@a***.com 3 139
Hyannis, MA Branch Office - UBS Financial Services Inc. 1471 Iyannough Rd, Hyannis, MA 02601
50836xxxx0 ale*******@u**.com
Ameriprise Financial 190 Littleton Rd Suite 11, Westford, MA 01886
97869xxxx5 ame******************@a***.com 132539 134861
Acadian Asset Management LLC 260 Franklin St, Boston, MA 02110
61785xxxx0 aa@a************.com 3.7 3
Santander Bank 3 Oak Bluffs Ave, Oak Bluffs, MA 02557
87776xxxx5
Fidelity Investments 300 Granite St Ste 102, Braintree, MA 02184
78135xxxx8 a61****@f*******.com 313908 328999
Hubbard, Erica, AGT 124 Main St, Charlestown, MA 02129
61745xxxx6 ame******************@a***.com 132661 134659
Santander Bank 1420 Massachusetts Ave, Cambridge, MA 02138
87776xxxx5 a@s************.com 2.9 12 124071 890 124839
Forster Galbiati Wealth Management Group - UBS Financial Services Inc. 8 Essex Center Dr Ste 2ND, Peabody, MA 01960
97853xxxx5 ale*******@u**.com
Longfellow Investment Management Co. LLC
ab@l***********.com
Santander Bank 110 Lincoln St, Worcester, MA 01605
87776xxxx5 mic************@s*******************.com 124083 819 124343
Santander Bank 200 Haverhill St, Methuen, MA 01844
97868xxxx1 ala***********@s*******************.com 3.9 32 124108 914 124944
Schwartz Financial Services 3 Baldwin Green Cmn Ste 209, Woburn, MA 01801
78193xxxx9 joh*@s************************.net 147 37
Ameriprise Financial 32 William St, New Bedford, MA 02740
50899xxxx9 ame******************@a***.com 132545 134869
Ameriprise Financial Services Inc 662 State Rd, North Dartmouth, MA 02747
50871xxxx5 dns*****@a***.com
Ameriprise Financial 451 Andover St Ste 125, North Andover, MA 01845
97897xxxx0 ame******************@a***.com 132547 134873
GMO LLC 53 State St 33rd Floor, Boston, MA 02109
61733xxxx0 abc@g**.com 4.5 2
New Frontier Advisors LLC 155 Federal St, Boston, MA 02110
61748xxxx3 aga*******@n******************.com 69
5 2
Mitch Custenborder Norwell, MA 02061
Wells Fargo Advisors 20 Cabot Blvd, Mansfield, MA 02048
50861xxxx0 a-p*************@w*****************.com 189234
Santander Bank 13 Pleasant St, Spencer, MA 01562
50888xxxx6
Santander Bank 215 College Hwy, Southwick, MA 01077
87776xxxx5 124072 838 124755
Levington Financial Services 40 William St, Wellesley Hills, MA 02481 80042xxxx1
Santander Bank 1880 Ocean St, Marshfield, MA 02050
87776xxxx5 and*************@s*******************.com 124081 819 124341
Choate Investment Advisors
61797xxxx0 aan**************@c*****.com
Santander Bank 1616 Memorial Dr, Chicopee, MA 01020
87776xxxx5 124072 838 124755
Edward Jones - Financial Advisor: Linda M Ferreira 492 Winthrop St Unit 1, Rehoboth, MA 02769
50827xxxx1 and*******@c*************.ca
Charles Schwab 102 Mount Auburn St, Cambridge, MA 02138
80043xxxx0 3d@**w.schwab 263500 126 270024
Polaris Capital Management, LLC 121 High St, Boston, MA 02110
61795xxxx5 aho********@p*************.com 3 2
Volition Capital 177 Huntington Ave floor 16, Boston, MA 02115
61783xxxx0 aja@v**************.com 4.4 7 5 11 278 301
Peter Alminas, CFP - UBS Financial Services Inc. 1 Monarch Pl Ste 1400, Springfield, MA 01144
41378xxxx5 ade********@u**.com
RBC Wealth Management Branch - Great Barrington 50 Castle St 1st Fl, Great Barrington, MA 01230
41352xxxx2 rbc*********@r**.com 11965 13318
Wealth Effects 265 Franklin St #1702, Boston, MA 02110
61746xxxx0 jsm***@w********.com 29 34
424 Capital 301 Edgewater Pl Suite 425, Wakefield, MA 01880
78145xxxx6 bke***@4*********.com
Andrew D Lee & Company 30 Monument Sq, Concord, MA 01742
97839xxxx4 and********@g****.com
5
Santander Bank 555 Main St, Medfield, MA 02052
87776xxxx5 dyl*********@s*******************.com 124081 819 124341
Boston Financial Partners 448 Turnpike St Ste #1-2A, South Easton, MA 02375
50823xxxx5 mad****@b*******.com
Capital Wealth Management 9 Billerica Rd, Chelmsford, MA 01824
97824xxxx4 inf*@c****************.com
Nathan Falso 1330 Boylston St, Chestnut Hill, MA 02467
40126xxxx1 a.p*****@c***********.com 175067 176627
Thomas Pavlovich - Financial Advisor, Ameriprise Financial Services 275 Martine St Ste 300, Fall River, MA 02723
50891xxxx0 dns*****@a***.com
Ameriprise Financial 2 Narrows Rd Bldg C Unit 205 Ste 4, Westminster, MA 01473
97872xxxx9 ame******************@a***.com 132547 134873
Littell Capital 3 Burlwood Ln Woburn, MA 01801
78172xxxx4 joh*******@l*************.com
Wayside Wealth Management Inc 144 North Rd Ste 2300, Sudbury, MA 01776
97828xxxx5 and***@c****.com
The Pegram Wealth Management Group
Gaboury Bookkeeping PO Box 277, North Eastham, MA 02651 50852xxxx2
Peter Donovan - Financial Advisor, Ameriprise Financial Services 175 Derby St Ste 16, Hingham, MA 02043
78130xxxx1 dns*****@a***.com
Integrated Financial Partners - Sean Boylan, CFP 300 5th Ave 3rd Floor, Waltham, MA 02451 78137xxxx7
Rhoda Christmas - Financial Advisor, Ameriprise Financial Services 180 Paramount Dr Ste 2, Raynham, MA 02767
50882xxxx5 dns*****@a***.com
Santander Bank 1030 Putnam Ave, Marstons Mills, MA 02648
87776xxxx5 can***********@s*******************.com 124082 819 124342
Matthew White 50 S Main St, Randolph, MA 02368
61755xxxx3 a.p*****@c***********.com 175067 176628
Ameriprise Financial 125 Pleasant St, Northampton, MA 01060
41372xxxx5 dns*****@a***.com
Securities America Inc 11 Salt Marsh Hill Dr, Scituate, MA 02066
78154xxxx0 aar********@s****************.com 1286
Morgan Stanley Wealth Management 80 Erdman Way, Leominster, MA 01453
97846xxxx1 acm***********@m************.com 61 110126 2965 125042
Flare Capital Partners 800 Boylston St Ste 2310, Boston, MA 02199
61760xxxx0 abb*@f***********.com 3 5 7 109 20
5 7
Prudential Mutual Fund Services 4400 Computer Dr, Westborough, MA
80022xxxx2 a.w*****@p*********.com 9 3 560295 561766
Santander Bank 152 Elm St, West Springfield, MA 01089
87776xxxx5 8 124082 819 124342
Santander Bank 516 Route 134, South Dennis, MA 02660
87776xxxx5 ric*************@s*******************.com 124083 819 124343
Manulife Investment Management Stephen L Brown, 197 Clarendon St, Boston, MA 02116
61737xxxx0 abd************@m*********.com 3 2
Santander Bank 399 Main St, Southbridge, MA 01550
87776xxxx5 124081 819 124341
Boston Harbor Capital 1344 Main St, Waltham, MA 02451
61789xxxx0 chr**@b******************.com
Adam M Sachs Centinel Financial Group LLC 160 Gould St Ste 212, Needham Heights, MA 02494
78144xxxx6 bme******@c*********.com 3 2 1 277 298
Equality Asset Management 888 Boylston St, Boston, MA 02199
ach******@p*****.com
GMO LLC
61733xxxx0 abc@g**.com 4.5 2
NGG Tax Group 704 Washington St Ste 214 South Easton, MA 02375
80057xxxx8 inf*@n**********.com 4.6 11 4.5 12 5 41 570 78
Catherine Johnson-Ameriprise 639 Granite St, Braintree, MA 02184
78184xxxx9 dns*****@a***.com
Kathleen Illinger - Morgan Stanley 1 Technology Dr, Westborough, MA 01581
50887xxxx8 acm***********@m************.com
Maureen Igoe - Platinum Financial Services Advisor, Ameriprise Financial Services 11 Water St Ste 2A, Arlington, MA 02476
78164xxxx4 dns*****@a***.com
Santander Bank 17 Union St, Manchester, MA 01944
97852xxxx6 mic***********@s*******************.com 255 124081 819 124341
Bois & Co 241 Commercial St, Provincetown, MA 02657 50848xxxx2
Debbra Gorczycki - Financial Advisor, Ameriprise Financial Services 551 Newton St, South Hadley, MA 01075
41332xxxx0 deb***************@a***.com 31
John C Rhoades - Financial Advisor, Ameriprise Financial Services
Drake Saunders & Diwinsky 104 Crowell Rd, Chatham, MA 02633
50894xxxx0 bri**@r**************.biz
Santander Bank 1073 Pleasant St, Worcester, MA 01602
87776xxxx5 mic************@s*******************.com 3.9 7 124072 838 124755
The Leasca Group - Morgan Stanley 100 Front St 15th Fl, Worcester, MA 01608
50875xxxx6 acm***********@m************.com
2.5
Daisy Tran-CPA 839 Washington St 2D Norwood, MA 02062 78181xxxx6 5 13 5 1
Bill Cratty - Platinum Financial Services Advisor, Ameriprise Financial Services 80 Washington St Ste E11, Norwell, MA 02061
78179xxxx0 bil********@a***.com 351
Joel Slovin - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx9 ale*******@u**.com
Edward Jones - Financial Advisor: Karen L Kettles 1 Berkshire Sq Ste 114, Adams, MA 01220
41359xxxx4 and*******@c*************.ca
South Shore Wealth Management - Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx6 ann*****************@a***.com 254
Santander Bank 85 High St, Medford, MA 02155
87776xxxx5 348 124074 838 124757
Anthony Montemagni, CFP - UBS Financial Services Inc. 1 Monarch Pl Ste 1400, Springfield, MA 01144
41373xxxx4 ade********@u**.com
Skyeburst Wealth Management - Ameriprise Financial Services 700 W Center St Ste 10, West Bridgewater, MA 02379
78176xxxx1 ale************@a***.com 2137 135
Santander Bank 430 William S Canning Blvd, Fall River, MA 02721
87776xxxx5 med***********@s********.us 4.2 14 124083 819 124343
Santander Bank 191 N Main St, Attleboro, MA 02703
87776xxxx5 ian********@s*******************.com 124083 819 124343
Capstone Partners 176 Federal St 3rd floor, Boston, MA 02110
61761xxxx0 abi******@c***************.com
Glen Dowden 50 Davis Straits, Falmouth, MA 02540
50882xxxx7 a.p*****@c***********.com 175067 176627
Dowley & Co 22 School St, Marblehead, MA 01945
78163xxxx0 cdo****@d**********.com 8 423 12 432
Morgan Stanley Wealth Management 6 Park Ave, Worcester, MA 01605 50884xxxx0 acm***********@m************.com 61 110127 2965 125043
Santander Bank 188 Gore Rd, Webster, MA 01570
87776xxxx5 mic************@s*******************.com 124082 819 124342
Team Wealth Investments 409 Main St, Amherst, MA 01002
41325xxxx6 jen*****@t********************.com
Eagle Investment Systems LLC 45 William St, Wellesley, MA 02481
78194xxxx0 aaf***@e**********.com 5 2 14575
AC Raynham Holdings 407 New State Hwy, Raynham, MA 02767 50882xxxx0
Advanced Financial Group 415 Boston Tpke Ste 215, Shrewsbury, MA 01545 50884xxxx0
Robert Morin, CFP - UBS Financial Services Inc. 1 Monarch Pl Ste 1400, Springfield, MA 01144
41378xxxx3 ade********@u**.com
Shnitzer, David, AGT 1400 Computer Dr, Westborough, MA 01581
61745xxxx0 ame******************@a***.com 132368 134659
Santander Bank 18777xxxxx5 med***********@s********.us 124058 884 124816
New England Pension Management 1 Main St, Cambridge, MA 02142
61731xxxx0 aco***@n***.com
True North Insurance Agency Inc 85 W Main St, North Adams, MA 01247 41366xxxx5 13
Morgan Stanley Wealth Management 1 Auston Rd, Harwich, MA 02645
50877xxxx1 aar***********@m***********************.com
Practical Planner 9 Marlboro St, Maynard, MA 01754
97846xxxx2 inf*@p***************.com
Castle Island Partners, LLC 339 Auburn St #12, Auburndale, MA 02466
61765xxxx6 can*********************@c*******************.com
Securities America Inc 4 Whistlers Way, East Falmouth, MA 02536 50883xxxx4
Santander Bank 695 Highland Ave, Needham, MA 02494
78144xxxx8 pie**************@s*******************.com 3.7 7 124082 819 124342
Ameriprise Financial 11 James St, Watertown, MA 02472
61748xxxx8 dns*****@a***.com
Santander Bank 148 Route 137, Harwich, MA 02645
87776xxxx5 124081 819 124341
Kenneth Whitestone - Financial Advisor, Ameriprise Financial Services 21 Henry Ave Ste 2, Pittsfield, MA 01201
41349xxxx9 dns*****@a***.com
Santander Bank 500 Main St, Wakefield, MA 01880
87776xxxx5 pau**********@s*******************.com 4.2 5 124072 838 124755
Regal Financial Group - Greater Boston 669 South St, Needham, MA 02492
61728xxxx1 age*******@r*******.com 5 14 642 5
Carter, Bowers & Associates - Ameriprise Financial Services 275 Martine St Ste 302, Fall River, MA 02723
50883xxxx3 chr****************@a***.com
Dace Ventures 230 3rd Ave Fl 3, Waltham, MA 02451
78189xxxx0 col********************@d***********.com 127 7
The Engine 750 Main St, Cambridge, MA 02139
ale*@e*****.xyz 4.8 12
Santander Bank 76 Worcester St, North Grafton, MA 01536
50883xxxx2 a@s************.com
Santander Bank 23 Massachusetts Ave, Arlington, MA 02474
87776xxxx5 3.5 4 124072 838 124755
Edward Jones - Financial Advisor: Patrick M Sullivan 74 Palomba Dr Suite D, Longmeadow, CT 01106
41325xxxx3 and*******@c*************.ca
Ameriprise Financial 30 Man Mar Dr Ste 14, Plainville, MA 02762
50869xxxx6 ame******************@a***.com 328 132547 134873
Morgan Stanley 112 Worcester St, Wellesley Hills, MA 02481
78167xxxx0 inf**@m**********************.com 57
Merrill Lynch Wealth Management Bouchard 547, Longmeadow, MA 01106
64685xxxx0 aas***********@m*.com
Santander Bank 1900 Main St, Tewksbury, MA 0187
87776xxxx5 123908 1063 124000
Hoopoe Advisors
61770xxxx9 doe@h*************.com
Ameriprise Financial 14 Monument Sq Ste 303, Leominster, MA 01453
97853xxxx1 dns*****@a***.com
Milowe Wealth Management Group 57 River St, Wellesley Hills, MA 02481
78126xxxx1 jac**************@r**.com
Brannigan & Associates - Ameriprise Financial Services 75 Post Office Park Ste 5, Wilbraham, MA 01095
41359xxxx5 dns*****@a***.com
Circle of Life Partners 200 Baker Ave Ste 202, Concord, MA 01742 97828xxxx0
Luso-American Credit Union 37 Tremont St, Peabody, MA 01960
97853xxxx7 deb*****@l************.com 3.5 21
BellMark Partners, LLC 75 Central St Suite 4, Boston, MA 02109 61757xxxx0
Ameriprise Financial 75 2nd Ave Ste 560, Needham Heights, MA 02494
78145xxxx0 ame******************@a***.com 132547 134873
Ameriprise Financial 28 Orange St, Clinton, MA 01510
97836xxxx8 dns*****@a***.com
Financial Advisors 127 Water St, Newburyport, MA 01950 97846xxxx0
Granahan Investment Management LLC 404 Wyman St Ste 460, Waltham, MA 02451
78189xxxx2 aha*******@g*******.com
Merrill Lynch Wealth Management 32 Langley Rd, Newton Center, MA 02459
61724xxxx7 ale*********@m*.com
Charles Schwab 17 South St, Mashpee, MA 02649
50841xxxx9 aar********@s*****.com 261922 94 272173
Physicians Financial Network 800 South St, Waltham, MA 02453 78189xxxx0
Merrill Lynch Wealth Management 79 King St, Northampton, MA 01060
41358xxxx2 aas***********@m*.com
Holmes, Russell, AGT 35 Village Rd, Middleton, MA 01949
61758xxxx6 ame******************@a***.com 132539 134861
Orienteer Financial 19 Lufkin St, Essex, MA 01929 97876xxxx0
American Express Financial 221 Boston Post Rd E, Marlborough, MA 01752
50848xxxx2 aar**@a**************.com 14 7984175 7976550
American Express 1 Boston Scientific Pl, Natick, MA 01760
50865xxxx3 aar**@a**************.com 14 7987279 7979649
Fuller, Patrick, AGT 1 Harris St, Newburyport, MA 01950
97846xxxx8 ame******************@a***.com 132539 134861
Barker Financial Group Inc 1 Van de Graaff Dr, Burlington, MA 01803
78174xxxx0 chr******@b*******.com
Boselli Brothers Real Estate Norfolk, MA 02056
31451xxxx0 5 6
Gold Alliance Serving theMA Area
80039xxxx8 cry****@g***********.com 4.6 22 5 15 12643 2
Jon Pierce - Financial Advisor, Ameriprise Financial Services 15 Caswell Ln Ste 1, Plymouth, MA 02360
50883xxxx1 dns*****@a***.com 283 4
Zach Bramschreiber 80 Main St Ste 3, North Reading, MA 01864 78165xxxx7
BCG Terminal Funding Co 100 Grandview Rd Ste 303, Braintree, MA 02184
78135xxxx9 ale***@b*********.com
Omogrosso, Daniel, AGT 350 Park St, North Reading, MA 01864
97866xxxx3 ame******************@a***.com 132539 134861
Securities America Inc 47 Front St, Scituate, MA 02066
78154xxxx5 aar********@s****************.com 1286
Concierge Wealth Management
61760xxxx6 jb@c**********.com 5
Layman Financial, Craig Layman Serving theMA Area
41335xxxx4 cra*********@m***.com
Frederick Gillis - Financial Advisor, Ameriprise Financial Services 36 Spring St, West Roxbury, MA 02132
61732xxxx0 dns*****@a***.com
Melfa Wealth Management 1500 W Park Dr, Westborough, MA 01581
50836xxxx0 inf*@f*******.com
IC Credit Union - Parkhill Branch 520 Electric Ave, Fitchburg, MA 01420
80026xxxx1 ala*@i************.org 3.8 4 3301 96
Edward Jones - Financial Advisor: Travis Holland 820 Turnpike St Ste 202, North Andover, MA 01845
97861xxxx7 and*******@c*************.ca
Ayca Akisik - TD Wealth Financial Advisor 153 Meadow St, Chicopee, MA 01013
41331xxxx0 add********************@t*.com
Santander Bank 150 Lafayette Sq, Haverhill, MA 01832
87776xxxx5 jas********@s*******************.com 124081 819 124341
Edward Jones - Financial Advisor: Jeff Carlson 100 University Dr Ste 1, Amherst, MA 01002
41354xxxx9 a.j*********@e**********.com
Terry Griffith Jr., CRPS, CSRIC - UBS Financial Services Inc. 8 Essex Center Dr Ste 2ND, Peabody, MA 01960
61726xxxx5 and*****************@u**.com
Connolly & Associates 124 Washington St Ste 201, Foxboro, MA 02035 50869xxxx4
The Harvest Group Wealth Management 800 South St #350, Waltham, MA 02453
84499xxxx0 ald**@m*************.com
Duval Stephen 130 College St Ste 150, South Hadley, MA 01075
41354xxxx6 dns*****@a***.com
Omega Fund 185 Dartmouth St Ste 502, Boston, MA 02116
61750xxxx0 fra**************@o*********.net
Array Financial Services 31 Schoosett St, Pembroke, MA 02359 78182xxxx4
Edward Jones - Financial Advisor: Ryan Nelson 66 E Main St Ste I, Georgetown, MA 01833
97823xxxx5 a.j*********@e**********.com 22 82576 92591
Beacon Wealth Advisors, LLC
61773xxxx9 inf*@b**************.com 210 15 193
Capuano Financial Service 1649 Northampton St, Holyoke, MA 01040
41353xxxx2 afr******@r************.com 8 23 538 610
Windjammer Capital Investors 890 Winter St, Waltham, MA 02451
78153xxxx0 afa****@w****************.com 1
Meridian Financial Services 3 Village Grn N Ste 301, Plymouth, MA 02360
77440xxxx1 inf*@m*********.com 5 2
Northstar Financial Planning 112 Range Rd, Windham, NH 03087
60345xxxx6 ale**@n**********.com 435 9
5
Excalibur Management Corporation 2223 Washington St #202, Newton, MA 02462
61791xxxx9 dsm***@e********.com 3 2
Nicholas Lailas - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Santander Bank 163 Silver St, Agawam, MA 01001
87776xxxx5 124082 819 124342
Burnette Dubose | Dubose Financial Services 199D Bryant Ln, New Bedford, MA 02740 77453xxxx7
Santander Bank 310 Gifford St, Falmouth, MA 02540
50854xxxx2 4 4
Stifel Financial 20 William St Ste 330, Wellesley Hills, MA 02481
78123xxxx0
Financial Loans 425 Woburn St Ste 11 Lexington, MA 02420
80060xxxx6
Ameriprise Financial 13 Bridle Path, Plainville, MA 02762 50831xxxx2
Davis Matthew 1400 Computer Dr Ste 110, Westborough, MA 01581
60339xxxx3 dns*****@a***.com
Donovan, Peter, AGT 175 Derby St, Hingham, MA 02043
78174xxxx7 ame******************@a***.com 132547 134873
HMC Investment Management 19 Depot St, Duxbury, MA 02332
78193xxxx2 bro**********@l**.com
Edward Jones - Financial Advisor: Joseph Lepore 1 Main St Ste A Peabody, MA 01960
97854xxxx0 acc**********@e**********.com 14 178 2 181
Edward Jones - Financial Advisor: David J Mason 461 Main St, Fitchburg, MA 01420
97826xxxx9 and*******@c*************.ca
Litovsky Asset Management 521 California St, Newtonville, MA 02460
50829xxxx0 joh*******@l*****************.com
Atlantic Planning Group 201 Jones Rd Ste 620, Waltham, MA 02451
78189xxxx0 apg@a***************.com 1 199 1 204
The Sanders Martin Group - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx2 ade********@u**.com
The Albanese/Kennedy Bruce Group - Ameriprise Financial Services 35 Village Rd Ste 500, Middleton, MA 01949
97853xxxx8 dns*****@a***.com
Absolute Advisers 18 Shipyard Dr, Hingham, MA 02043
78174xxxx4 bbe*****@a***************.com 2
Edward Jones - Financial Advisor: Mark J Bernier, AAMS™ 108 Grove St Ste 16, Worcester, MA 01605
50875xxxx3 a.j*********@e**********.com 64 65
Massachusetts Capital Resource 420 Boylston St # 5, Boston, MA 02116
61753xxxx0 bba****@m**********.com
Ameriprise Financial 349 Old Plymouth Rd, Sagamore Beach, MA 02562
50883xxxx9 dns*****@a***.com
Charter Oak Financial: The Holyoke Office 330 Whitney Ave Ste 600, Holyoke, MA 01040
41353xxxx0 aas*****@c******************.com 3 2296 34 2350
Isabelle Maria - Private Wealth Advisor, Ameriprise Financial Services, LLC 800 Boylston St Fl 16, Boston, MA 02199
85745xxxx1 dns*****@a***.com 5 1
Finder Cfp Avi Cfs 271 Waverley Oaks Rd, Waltham, MA 02452 78157xxxx7
Santander Bank 818 Washington St, Holliston, MA 01746
50842xxxx7 lee***********@s*******************.com 4.5 12 124082 819 124342
Terrence McManus 355 Main St, Woburn, MA 01801
78199xxxx2 a.p*****@c***********.com
Ameriprise Financial 218 W Main St Ste 2, Hyannis, MA 02601
50877xxxx9 ame******************@a***.com 132539 134861
Brock Hill Private Advisors 93 Worcester St Ste 103, Wellesley, MA 02481
50829xxxx9 j.b****@b***********************.com
Pata 2 Central St, Ipswich, MA 01938
97835xxxx4 how*@p***********.com
Santander Bank 287 Springfield St, Agawam, MA 01001
87776xxxx5 124072 838 124755
Ameriprise Financial Services, Inc 350 Park St, North Reading, MA 01864
97866xxxx2 dns*****@a***.com
Merrill Lynch Wealth Management 1 Pine Hill Dr, Quincy, MA 02169
80093xxxx6 ale*********@m*.com 2
Almeida & Carlson Insurance 23 Samoset St, Plymouth, MA 02360
50874xxxx5 ema****@a*************.com 4.9 15
Santander Bank 90 Pleasant Valley St, Methuen, MA 01844
97868xxxx2 3.1 7
Commonwealth Equity Services 1 University Park, Waltham, MA 02453 78173xxxx0
Millennium Financial Svc Inc 29 Felch Rd, Natick, MA 01760
50864xxxx6 jsm***@m*************.com
Edward Jones - Financial Advisor: Paul W Lam 348 Washington Anx, Wellesley Hills, MA 02481
78156xxxx5 and*******@c*************.ca 2
Edward Jones - Financial Advisor: Jay Buccafusca 55 Market St Ste 102, Ipswich, MA 01938
97843xxxx5 and*******@c*************.ca
The Woerdeman Financial Group - Ameriprise Financial Services 12 Mariners Way, Edgartown, MA 02539
50862xxxx7 cat*********@a***.com 430 3
ACB Mortgage Solutions 3 Linda Way Bellingham, MA 02019
50892xxxx0 acb@a*******************.com 31 36
Fitzgerald Catherine 1 Washington St Ste 308, Wellesley Hills, MA 02481
78123xxxx5 dns*****@a***.com
Santander Bank 16 Centre Ct, Lynnfield, MA 01940
78133xxxx1 pau**********@s*******************.com 4.5 2 124081 819 124341
Santander Bank 936 Highland Ave, Needham, MA 02494
87776xxxx5 pie**************@s*******************.com 124072 838 124755
Ameriprise Financial 34 Welby Rd, New Bedford, MA 02745
50899xxxx0 ame******************@a***.com 132547 134873
Santander Bank 160 Littleton Rd, Westford, MA 01886
87776xxxx5 rud********@s*******************.com 4.7 7 124082 819 124342
Ameriprise Financial-West Springfield 59 Interstate Dr, West Springfield, MA 01089
41373xxxx0 dns*****@a***.com
Q Financial Group 140 2nd Ave, Needham Heights, MA 02494 78124xxxx0
Dolan Financial Services 108 Main St, Amesbury, MA 01913
97838xxxx8 adv*********@l*******************.com
Santander Bank 655 Park Ave, Worcester, MA 01603
50879xxxx3 pau*********@s*******************.com 3 27 124082 819 124342 1 1
Kelly, John, AGT 11 Water St, Arlington, MA 02476
78164xxxx2 ame******************@a***.com 132545 134869
Arrowstreet Capital LP 200 Clarendon St #30, Boston, MA 02116
61791xxxx0 aag*****@a*****************.com 3.4 8
Santander Bank 895 Main St, Chatham, MA 02633
50894xxxx0
Elizabeth Aitken - Financial Advisor, Ameriprise Financial Services 99 Derby St Ste 301, Hingham, MA 02043
78198xxxx7 dns*****@a***.com
Lexington Financial Group Inc 24 Muzzey St, Lexington, MA 02421
78186xxxx4 bi**@l*********.com
Liam Thomas Kennedy Butler - UBS Financial Services Inc. 1471 Iyannough Rd, Hyannis, MA 02601
50836xxxx4 bre***********@u**.com
Merrill Lynch Wealth Management 2221 Washington St, Newton, MA 02462
61724xxxx7 ale*********@m*.com
Edward Jones - Financial Advisor: Jackie Wilson 659 Washington St, Braintree, MA 02184
78146xxxx1 and*******@c*************.ca
FAV-ONE Investments, LLC 27 Laudholm RD, Newton, MA 02458
61724xxxx7 bro*******************@f******.com
James Lee - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx2 ale*******@u**.com
Cambridge Financial Services CFS 100 Trade Ctr Ste 725 Woburn, MA 01801
97825xxxx0 cfs**********@d***.jewellaprivacy
Wells Fargo Advisors a-p*************@w*****************.com 189152 190538
324 Grove Financial Advisors 324 Grove St, Worcester, MA 01605
50879xxxx6 aar***@a*****************.net 138 2
Santander Bank 1 Maple St, Danvers, MA 01923
87776xxxx5 jas********@s*******************.com 4.5 16 124082 819 124342
American 35 Main St, Milford, MA 01757 50847xxxx9
Beacon Equity Partners LLC 745 Boylston St # 600, Boston, MA 02116
61786xxxx0 cho******@b*******.com
Fitzgerald Catherine
dns*****@a***.com
Santander Bank 39 S Main St, Middleton, MA 01949
97875xxxx0 joh**********@s*******************.com 3.5 6 124081 819 124341
Santander Bank 500 Grafton St, Worcester, MA 01604
87776xxxx5 a@s************.com 124082 819 124342
Asta Muldoon - Private Wealth Advisor, Ameriprise Financial Services 275 Martine St Ste 302, Fall River, MA 02723
50883xxxx3 ast***********@a***.com 251
Santander Bank 1 Wood St, Lowell, MA 01851
87776xxxx5 bil*********@s*******************.com 3.5 15 124108 914 124944
Securities America Inc 300 Brickstone Sq, Andover, MA 01810
97866xxxx5 aar********@s****************.com 1286
O&G Capital Management, LLC
50859xxxx0 chr************@o**********.com
Raymond James Ashland, MA 01721
50888xxxx2 aar************@r***********.com 17085
Ameriprise Financial Service Inc 840 Main St, Millis, MA 02054
50837xxxx1 dns*****@a***.com
I Can Financial 215 Newbury St, Peabody, MA 01960
97871xxxx9 adm**@i************.com 5 20 398 7
Zevin Robert Investment Advisor 30 Green St, Newburyport, MA 01950
61774xxxx6 ben@z****.com
Anthony Salerno - Financial Advisor, Ameriprise Financial Services 1284 Main St Unit A1, Osterville, MA 02655
50895xxxx4 ant************@a***.com 89
Merrill Lynch Wealth Management 1545 Iyannough Rd, Hyannis, MA 02601
50877xxxx0 ale*********@m*.com 5 2
Grimes & Company Inc 110 Turnpike Rd #100, Westborough, MA 01581
50836xxxx3 acl***@g*******.com 3.9 7
Ameriprise Financial 34 Pinehurst Dr, Wareham, MA 02571
50829xxxx0 ame******************@a***.com 132545 134869
Santander Bank 440 Lincoln St, Worcester, MA 01653
87776xxxx5 pau*********@s*******************.com 124082 819 124342
Edward Jones - Financial Advisor: Darren Parent 5 Albert St, Auburn, MA 01501
50883xxxx5 a.j*********@e**********.com 5 3 82922
Sinclair Wealth Management Group - UBS Financial Services Inc. 1099 Hingham St 3rd Fl, Rockland, MA 02370
78198xxxx8 and*****************@u**.com
Raymond James Financial Services 20 Trafalgar Sq Ste 430, Nashua, NH 03063
60358xxxx0 aar************@r***********.com 17459 18000
B & D Advisors, LLC 311 Main St, Worcester, MA 01615
50892xxxx0 chr***@b**********.com
Santander Bank 7 Church St, Winchester, MA 01890
78172xxxx5 jas********@s*******************.com 4 4 124081 819 124341
New England Pvt Wealth Advsrs 36 Washington St #280, Wellesley, MA 02481
78141xxxx0 inf*@n********.com
Hajar A. Logan And Associates 1544 Columbus Ave, Roxbury, MA 02119 61760xxxx0
Slate Peak Financial Services
61738xxxx7 ian****@s*****************.com 5 1 274
Fidelity Investments 40 Shrewsbury Green Dr · 01545 Shrewsbury
49800xxxxxx6 aar********@f*******.com 3.6 20 313884 328973
4
Joanne Reilly and Associates - Ameriprise Financial Services 175 Andover St Ste 304, Danvers, MA 01923
97877xxxx3 dns*****@a***.com 19
Commonwealth Financial Network 50 Salem St Ste 1-4, Lynnfield, MA 01940
78124xxxx0 g*n*@c*************.com
Commonwealth Capital Ventures 950 Winter St Ste 2500, Waltham, MA 02451 78189xxxx4
Comprehensive Strategies 90 Route 6a Ste 4B, Sandwich, MA 02563
50888xxxx2
Money Concepts 48 Federal St, Greenfield, MA 01301
41377xxxx3 aak***@m************.com 4.8 130 69853 796
Edward Jones - Financial Advisor: Ashley K Meagher 24 Maple St, Danvers, MA 01923
97823xxxx2 and*******@c*************.ca 5 2
Berkshire Grown 314 Main St, Egremont, MA 01230
41352xxxx1 and***@b*************.org 5 3 4.8 26 6624 31
Edward Jones - Financial Advisor: Jan Dik 27 Main St, Topsfield, MA 01983
97862xxxx0 and*******@c*************.ca
Russo & Associates 340 Maple St Ste 101, Marlborough, MA 01752 50848xxxx9
Ameriprise Financial 2 Electronics Ave Ste 36, Danvers, MA 01923
97864xxxx6 dns*****@a***.com
Morgan Stanley Wealth Management 1513 Iyannough Rd, Hyannis, MA 02601 80022xxxx5
Edward Jones - Financial Advisor: Marie O'Riordan Kelly 231 Chief Justice Cushing Hwy Ste 204, Cohasset, MA 02025
78165xxxx9 and*******@c*************.ca
UBS Financial Services Inc. 10 Chestnut St Ste 600, Worcester, MA 01608
50883xxxx4 aar*******@u**.com 5 175 228894 239207
1
Integrated Financial Partners 51 W Central St, Franklin, MA 02038
61730xxxx8 tim*************@i*********.com
Edward Jones - Financial Advisor: Glen F Duffy 175 N Ave Ste 102 Wakefield, MA 01880
78124xxxx4 aar*********@e**********.com 32 13
Kirsten L Puntiri - Financial Advisor, Ameriprise Financial Services 48 Mount Vernon St Ste 300, Winchester, MA 01890
78160xxxx2 deb***********@a***.com 490 2
Shah V J & Co Inc 148 Linden St Ste 203, Wellesley, MA 02482
78123xxxx0
Edward Jones - Financial Advisor: Vance Williams, ChFC®|RICP®|CLU®|AAMS™ 10 Speen St Ste 304, Framingham, MA 01701
50887xxxx2 a.j*********@e**********.com
Elizabeth Aitken Cfp 101 Longwater Cir, Norwell, MA 02061 78198xxxx7
Aloupis - Moore Wealth Management - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx3 and*****************@u**.com
AAFCPAs 50 Washington St, Westborough, MA 01581
50836xxxx0 abe*****@a*****.com 2
Bill Tower - Ameriprise Financial Services, Inc. 65 Boston Post Rd W Ste 210, Marlborough, MA 01752
50822xxxx0 ame******************@a***.com 132547 134873
Santander Bank 700 Main St, Waltham, MA 02451
78152xxxx1 bak**************@s*******************.com 3 10 124083 819 124343
Santander Bank 241 Lincoln Ave, Haverhill, MA 01830
87776xxxx5 124044 803 124298
Ali Fahr - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx8 ale*******@u**.com
Summit House Wealth Partners - Ameriprise Financial Services 551 Newton St, South Hadley, MA 01075
41354xxxx6 deb***********@a***.com 9 166 9
Morgan Stanley 80 Erdman Way, Leominster, MA 01453 97846xxxx1
KAF Wealth Management (formerly KAF Financial Advisors) 35 Braintree Hill Office Pk Suite 400, Braintree, MA 02184
78135xxxx0 jsh*****@k**********.com
Successful Financial Strategies 382 Boston Tpke, Shrewsbury, MA 01545
50884xxxx8 den***@m****************.com 4.9 92
Malloy Lynch & Bienvenue LLP 9 Bay State Ct, Brewster, MA 02631
50825xxxx0 geo****@s*******.com 5 2
Plymouth Rock Financial Partners - Ameriprise Financial Services
50883xxxx1 dns*****@a***.com 293 4 281
Ameriprise Financial 1 Harris St, Newburyport, MA 01950
97846xxxx8 ame******************@a***.com 5 2 132545 134869
Santander Bank 366 Washington St, South Attleboro, MA 02703
87776xxxx5 124072 838 124755
Carson Wealth 851 Washington St, Holliston, MA 01746
50889xxxx2 abr****@c***********.com 1975 46
Anchor Wealth Management 910 Boston Post Rd E, Marlborough, MA 01752
50848xxxx7 dns*****@a***.com
McGrath Advisors Inc. 33 Lyman St Suite 301, Westborough, MA 01581
50828xxxx0 joh*@m**************.com 5 1
Finivi | Financial Advisors 1400 Computer Dr, Westborough, MA 01581
50887xxxx0 cga****@f*****.com 3 2 4121 6
David Bruett Insurance Services 84 Highland Ave Ste 308A Salem, MA 01970
97859xxxx8 dav*@d******************.com 5 4 200 5
Julia Ortenzio - Financial Advisor, Ameriprise Financial Services 25 Recreation Park Dr Ste 100, Hingham, MA 02043
78155xxxx2 bri**********@a***.com
Ayca Akisik - TD Wealth Financial Advisor 243 Triangle St, Amherst, MA 01002
41331xxxx0 abc***@t*.com
MWM & SWM Wealth Management 181 Main St, Shrewsbury, MA 01545
50884xxxx2 aar**@m*********.com
Gregg Desmarais - TD Wealth Relationship Manager 1441 Main St, Springfield, MA 01103
41333xxxx1 add********************@t*.com
Edward Jones - Financial Advisor: Rosemarie Kountz 102 State St Ste F, Newburyport, MA 01950
97823xxxx0 and*******@c*************.ca
Boyd Financial Strategies, Inc. 255 Park Ave Ste 103, Worcester, MA 01609
50875xxxx6 ake**@b***********.com
1
Amundi US 60 State St, Boston, MA 02109
61774xxxx5 agn*********@a*****.com 2.6 5 3.2 195 7710 8214
ESB Financial Services 36 Main Street, Easthampton, MA 01027
41352xxxx1 ale**************@l**.com 4 12
New England Investment & Retirement Group Inc 231 Sutton St Ste 2A, North Andover, MA 01845
97897xxxx9 hla****@n****.com
Putnam Investments 100 Federal St, Boston, MA 02110
61729xxxx0 a.h****@p*****.com 3.9 8 15816 431
AAC, Inc. 23 Winter St, Edgartown, MA 02539
50893xxxx0 aba***@a*****.com
Daniel Hoban 1400 Computer Dr Ste 110, Westborough, MA 01581
50862xxxx0 ame******************@a***.com 132368 134659
Edward Jones - Financial Advisor: Peter T Fredericks 77 Great Rd, Acton, MA 01720
97848xxxx1 and*******@c*************.ca
GrowthFocus Wealth Management LLC 959 Sharps Lot Rd, Swansea, MA 02777
77464xxxx7 hi@m******.com
The Keyser Group - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx5 and*****************@u**.com
Tagerman Wealth Management - UBS Financial Services Inc. 8 Essex Center Dr Ste 2ND, Peabody, MA 01960
97853xxxx0 bre***********@u**.com
Edward Jones - Financial Advisor: Anthony J Trofimow 605 Main St, Reading, MA 01867
78127xxxx3 and*******@c*************.ca
Auteri, Alan F, AGT 1 Lumber St, Hopkinton, MA 01748
50843xxxx9 ame******************@a***.com 132539 134861
Beacon Capital Management Advisors 581 Boylston St Suite #802, Boston, MA 02116
80088xxxx3 con****@b**********.com
SoftPak Financial Systems 333 Boston Post Rd, Sudbury, MA 01776
78123xxxx0 aas***@s******.com
Santander Bank 587 Cabot St, Beverly, MA 01915
97892xxxx0 mic***********@s*******************.com 2.8 10 124082 819 124342
Paige Valchuis Mroz - Financial Advisor, Ameriprise Financial Services 450 Lexington St Ste 202, Auburndale, MA 02466
61791xxxx4 ann*****************@a***.com
Edward Jones - Financial Advisor: Jennifer Wironen Corso 2 Village Sq, Westminster, MA 01473
97823xxxx8 and*******@c*************.ca
Affiliated Managers Group 600 Hale St, Beverly, MA 01915
61774xxxx0 abb*********@a**.com
Santander Bank 715 State Rd, Plymouth, MA 02360
50822xxxx8
Seacoast Financial Planning - Ameriprise Financial Services
61724xxxx6 all**************@a***.com 419 56 441
Fidelity Investments 200 Endicott St, Danvers, MA 01923
97877xxxx9 a61****@f*******.com 3.4 21 313908 328999
Edward Jones - Financial Advisor: Dennis Antonopoulos 5 Albert St, Auburn, MA 01501
50837xxxx7 and*******@c*************.ca 5 3
Ameriprise Financial 1782 Main St, Athol, MA 01331
97824xxxx2 aar**************@a***.com 132548 134874
Burt Financial Group 57 River St, Wellesley Hills, MA 02481
78126xxxx8 rbc*********@r**.com 11975 13328
Essential Asset Management 167 Washington St Norwell, MA 02061
61759xxxx3
George V Anastopoulos Jr 3 Edgewater Dr, Norwood, MA 02062
78176xxxx8 dns*****@a***.com
Raymond James & Associates 266 Cabot St Ste 10, Beverly, MA 01915 97892xxxx6
Sean Connolly 25 Kenoza Ave Ste 1, Haverhill, MA 01830 97897xxxx0
Ameriprise Financial 250 Hampton St, Auburn, MA 01501
50883xxxx3 dns*****@a***.com
Edward Jones - Financial Advisor: Craig R Geddes 905 S Main St, Mansfield, MA 02048
50841xxxx7 and*******@c*************.ca
Atlantic Financial 6 Colonial Dr, Westborough, MA 01581
50887xxxx8 and***@a****************.com 117530
Cipc Systems 250 Hampton St, Auburn, MA 01501
50883xxxx9 a@c***.co 3.1 415 94187 1102
Ameriprise Financial 439 Washington St, Braintree, MA 02184 78184xxxx1
Bny Mellon Wealth Management 4400 Computer Dr, Westborough, MA 01581
50883xxxx8 aar**********@b********.com 1.8 5 15031 1465 16000
2
Santoro Financial Planning Group 51 Man Mar Dr Unit 5, Plainville, MA 02762
50828xxxx0 dav**@s*********.com 130
Edward Jones - Financial Advisor: Thomas A Kester 348 Washington Anx Wellesley Hills, MA 02481 78143xxxx0 2
Merritt Capital Management Inc 30 Western Ave Ste 101, Gloucester, MA 01930
97828xxxx5 bco****@m***********************.com
National Financial Network, Inc 35 Village Rd Ste 302, Middleton, MA 01949
97890xxxx0 cam*************@g***********.com
David Donovan - Private Wealth Advisor, Ameriprise Financial Services 175 Derby St Ste 16, Hingham, MA 02043
78130xxxx1 dav************@a***.com
John L Gauthier CFP, ChFC, CLTC 30 Boltwood Walk Frnt-104, Amherst, MA 01002
41323xxxx5 cyn*************@l**.com
Edward Jones - Financial Advisor: Tom D'Arcangelo 94 South Main St, Middleton, MA 01949
97877xxxx8 a.j*********@e**********.com 22 82572 92585
Heritage Financial Services, Inc. 100 Lowder Brook Dr Ste 1000, Westwood, MA 02090
78125xxxx4 aal*******@h****************.net 5 2
Crofton Capital, LLC Two Newton Executive Park, 2227 Washington St #202, Newton, MA 02462
78159xxxx0 bob*******@c*********.com
Generational Consulting Partners - UBS Financial Services Inc. 1 Monarch Pl Ste 1400, Springfield, MA 01144
41373xxxx4 ade********@u**.com
Sullivan Partners - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx4 ade********@u**.com
Ameriprise Financial 120 N Main St, Attleboro, MA 02703
80059xxxx5 ame******************@a***.com 132547 134873
Teachers Retirement Solutions 100 Corporate Pl Ste 306, Peabody, MA 01960
97853xxxx0 inf*@c**********.com
Marilyn Zarkos 20 Island Pond Rd, Springfield, MA 01118
41358xxxx2 abc***@c***********.com 180048
G2 Capital Advisors
61753xxxx1 ago***@g****************.com 5.01
Ameriprise Financial 35 Main St, Milford, MA 01757
50847xxxx7 dns*****@a***.com
Constitution Financial Partners 85 Constitution Ln Ste 100E, Danvers, MA 01923
97877xxxx0 pat**************@r***********.com
Santander Bank 175 Center St, Pembroke, MA 02359
78129xxxx1 and*************@s*******************.com 2.3 3 124081 819 124341
Ameriprise Financial 44 Merrimac St, Amesbury, MA 01913
97849xxxx4 dns*****@a***.com
Edward Jones - Financial Adviser: Brian J Yurovich 442 Marrett Rd Ste 2, Lexington, MA 02421
78186xxxx9 a.j*********@e**********.com 5 2 22 82572 92585
5
Dade Ronald E & Associates Fnic 65 State Rd E, Westminster, MA 01473
97887xxxx0 dad**@c*************.com
Santander Bank 142 Worcester Rd, Charlton, MA 01507
87776xxxx5 124081 819 124341
Santander Bank 400 Park Ave, Worcester, MA 01610
87776xxxx5 pau*********@s*******************.com 124082 819 124342
Potter John 108 Grove St # 10, Worcester, MA 01605 50871xxxx7
ABA Retirement Funds Program 30 Braintree Hill Office Park Braintree, MA 02184
80034xxxx2 car*******@a************.com 3 2
Coffey, Stephen, AGT 450 Lexington St, Auburndale, MA 02466
61750xxxx5 ame******************@a***.com 132539 134861
C.P. Baker & Company 260 Charles St #210, Waltham, MA 02453
85724xxxx6 aji****@c******.com
Northern Trust 1 International Pl Ste 1600, Boston, MA 02110
61723xxxx0 dns**********@n***.com 2 8860
5
Tailwind Wealth Management - Ameriprise Financial Services 1 Lumber St Ste 204, Hopkinton, MA 01748
50843xxxx4 dns*****@a***.com 59
Westfield Capital Management Company, L.P. 1 Financial Center, Boston, MA 02111
61742xxxx0 car****@w*****.com 5 2
Merrill Lynch Wealth Management 22 Union Ave, Sudbury, MA 01776
97844xxxx0 ale*********@m*.com 2.4 11
Cutler Capital Management LLC 306 Main St, Worcester, MA 01608
50875xxxx5 adu****@c************.com
Morgan Stanley Wealth Management 370 Faunce Corner Rd, North Dartmouth, MA 02747
50898xxxx0 aar***********@m***********************.com
Argo Global Capital 401 Edgewater Pl, Wakefield, MA 01880
78121xxxx4 ass***@a*********.com
Joanne Reilly - Platinum Financial Services Advisor, Ameriprise Financial Services 175 Andover St Ste 304, Danvers, MA 01923
97877xxxx3 dns*****@a***.com 19
Santander Bank 624 Washington St, Newtonville, MA 02458
61724xxxx3 ran*******@s*******************.com 3.7 3 124081 819 124341
Kapur Tholander-Szymanski
Financial Management Assoc 510 Turnpike St, North Andover, MA 01845
97868xxxx0 a.k*****@f*****.com
Santander Bank 125 Merrimack St, Methuen, MA 01844
97869xxxx7 aa-*************@s********.com 20 1 5125 5564
Barry Kingston - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx2 ale*******@u**.com
Balance Rock Investment Group 378 South St, Pittsfield, MA 01201
41344xxxx0 bec**@b***********.com 5 2 5 16 490 30
Allen O Cheung - Financial Advisor, Ameriprise Financial Services 200 N Main St Ste 1202, East Longmeadow, MA 01028
41352xxxx5 all***********@a***.com
1776 Financial 443 E Central St, Franklin, MA 02038
50852xxxx6 bil**********@r***********.com 172 14
Robert Dunkley - Financ
Boston Wealth Strategies, Inc. 250 1st Ave Suite 102, Needham, MA 02494
78144xxxx0 bws@b***********.com 12
Trkla Thomas N 72 Cherry Hill Dr Ste 2, Beverly, MA 01915 97852xxxx6
Lennox Financial 168 Humphrey St Apt R, Swampscott, MA 01907
78159xxxx2 jbo***@l**************.com 5
Burgess Jordan J Financial Consultant 15 Railroad St, Andover, MA 01810
97847xxxx2 bmi****@t*********************.com
PLS Financial 1284 Massachusetts Ave, Dorchester, MA 02125
61728xxxx2 aar**@p*****.com 4.5 163 11580 525 11770
Andrew Ball
Santander Bank 999 Watertown St, West Newton, MA 02465
87776xxxx5 ran*******@s*******************.com 124081 819 124341
Santander Bank 240 W Boylston St, West Boylston, MA 01583
50883xxxx3 a@s************.com 3.3 10 124082 819 124342
Boston Common Asset Management 200 State St 7th Floor, Boston, MA 02109
61772xxxx7 ado*****@b****************.com
Global Atlantic Financial Group 132 Turnpike Rd, Southborough, MA 01772
50846xxxx0 aar**@g*************.com
Kaizerman & Associates 182 W Central St Ste 200, Natick, MA 01760
50864xxxx0 aco*@r******.com
Peter Alexopoulos, CFP - UBS Financial Services Inc. 1 Monarch Pl Ste 1400, Springfield, MA 01144
41378xxxx5 ade********@u**.com
Capital Advisors Group, Inc. 29 Crafts St #270, Newton, MA 02458
61763xxxx0 acu*******@c**************.com 5 1
Shields & Company, Inc
ana****@s********.com
Wells Fargo Advisors Two International Place, International Pl Suite 2000, Boston, MA 02110
61734xxxx0 a-p*************@w*****************.com 3.1 13 189274 190443
Ameriprise Financial Gardner, MA 01440
97863xxxx2 ame******************@a***.com 132547 134873
Santander Bank 4 North St, Plymouth, MA 02360
50873xxxx0 and*************@s*******************.com 124044 803 124298
Santander Bank 425 Lowell Ave, Haverhill, MA 01832
87776xxxx5 jas********@s*******************.com 124044 803 124298
North Street Legacy Partners - UBS Financial Services Inc. 1471 Iyannough Rd, Hyannis, MA 02601
50836xxxx4 and*****************@u**.com
Paul McHugh - Financial Advisor, Ameriprise Financial Services, LLC 324 Grove St, Rm 208, Worcester, MA 01605
50879xxxx8 dns*****@a***.com 132539 134861
Sapphire Wealth Management Company 1 Tech Dr Ste 210, Andover, MA 01810
97868xxxx0 afi*****@s****************.com 446 3
Loyalty Investment Services, Inc 209 W Central St #207, Natick, MA 01760
50865xxxx5 ddi***@i************.com 5
Greg Kelley - RBC Wealth Management Financial Advisor
McNamara Financial Services 1020 Plain St Ste 200, Marshfield, MA 02050
78183xxxx0 aly***@m****************.com 5 3 561 31
AAF Wealth Management 50 Washington St, Westborough, MA 01581
50836xxxx0 web******@a*****.com 10 12
5
Santander Bank 231 Forest St, Wellesley Hills, MA 02481
78123xxxx1 aal***@s************.com
Edward Jones - Financial Advisor: Jan Dik, CFA® 227 Willow St Ste A, South Hamilton, MA 01982
97888xxxx7 a.j*********@e**********.com 77
Santander Bank 90 Dartmouth St, New Bedford, MA 02740
50899xxxx5 med***********@s********.us 124079 835 124751
Private Wealth Management - Boston, MA - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx0 ade********@u**.com
Santander Bank 5 Macy St, Amesbury, MA 01913
87776xxxx5 jas********@s*******************.com 8 124081 819 124341
Mark Alexander - Financial Advisor, Ameriprise Financial Services
Kevin Outland 34 Main St, Natick, MA 01760
78144xxxx6 a.p*****@c***********.com 175067 176628
Ameriprise Financial 1 Washington St Ste 308, Wellesley Hills, MA 02481
78123xxxx0 ame******************@a***.com 132547 134873
Raymond James Financial Services 2345 Washington St Ste 101, Newton, MA 02462
61796xxxx0
Special Needs Financial Planning, a specialty practice of Affinia Financial Group 80 Blanchard Rd #201, Burlington, MA 01803
78136xxxx6 cyn****@s*******************.com
Argent Wealth Management, LLC 200 5th Ave 7th Floor, Waltham, MA 02451
78129xxxx0 aco**@a*******.com 4 2
John Postizzi - Raymond James 69 Milk St Ste 108, Westborough, MA 01581
50843xxxx9 aar************@r***********.com 17086
The Crespi Wealth Advisory Group - Ameriprise Financial Services 41 Taunton Grn Ste 101, Taunton, MA 02780
50886xxxx2 bet********@a***.com
William Gaudino - Financial Advisor, Ameriprise Financial Services 10 New England Business Center Dr Ste 109, Andover, MA 01810
97826xxxx4 dns*****@a***.com
Verus Wealth Management Group - UBS Financial Services Inc.
Edward Jones - Financial Advisor: Robert A Sacchetti 1110 Great Plain Ave, Needham, MA 02492
78157xxxx9 and*******@c*************.ca
Merrill Lynch Wealth Management 137 North St, Pittsfield, MA 01201
41344xxxx4 ale*********@m*.com
Edward Jones - Financial Advisor: Timothy J Moses 55 West St, Walpole, MA 02081
50881xxxx5 and*******@c*************.ca
Wellington Management Company Llp 100 Campus Dr, Marlborough, MA 01752
50848xxxx0 aar**@w*********.com 4.3 3
4.5
Ingeneri Co 18 Washington St # 20, Canton, MA 02021
78182xxxx9
American Express 141 Merrimack Meadows Ln, Tewksbury, MA 01876
97871xxxx2 aar**@a**************.com 14 7987279 7979649
Ubs Securities
Citizens - Wealth Center 1330 Boylston St, Chestnut Hill, MA 02467
61773xxxx0 a.p*****@c***********.com 4 8 175067 176628
Santander Bank 217 N Main St, East Longmeadow, MA 01028
87776xxxx5 124072 838 124755
Baystate Fiduciary Advisors Inc Milford, MA 01757 50847xxxx1
Santander Bank 15 Walnut Rd, South Hamilton, MA 01982
87776xxxx5 mic***********@s*******************.com 124072 838 124755
Penobscot Investment Management 35 Whittier St, Amesbury, MA 01913
97838xxxx0 cma********@p********.com
American Express Financial Advisors 108 Grove St, Worcester, MA 01605
50836xxxx9 dns*****@a***.com
The Bishop Group - UBS Financial Services Inc. 55 William St 3rd Fl, Wellesley, MA 02481
78144xxxx9 ale*******@u**.com
Igor Avelar - TD Wealth Financial Advisor 226 Falmouth Rd, Hyannis, MA 02601
77421xxxx7 add********************@t*.com
Santander Bank 1822 Massachusetts Ave, Lexington, MA 02420
78167xxxx1 bak**************@s*******************.com 3.2 5 124081 819 124341
Steve Gesualdi - Financial Advisor, Ameriprise Financial Services 401 Edgewater Pl Ste 110, Wakefield, MA 01880
78124xxxx9 dns*****@a***.com
Adviser Investments 85 Wells Ave Ste 109 Newton Center, MA 02459
80049xxxx8 abu**@a*****************.com 6 3 1 1317 3
White Lighthouse Investment Management Lexington, MA
50847xxxx1 doe@w***************.com
5
Ameriprise Financial 20 Walnut Pl, Wellesley Hills, MA 02481
78123xxxx0 ame******************@a***.com 132547 134873
Cotuit Capital 120 Vineyard Rd, Cotuit, MA 02635
50842xxxx0
Patrick Murphy - UBS Financial Services Inc. 1471 Iyannough Rd, Hyannis, MA 02601
50836xxxx1 and*****************@u**.com
Ameriprise Financial 670 State Rd, North Dartmouth, MA 02747
50871xxxx5 dns*****@a***.com
Santander Bank 507 Main St, Worcester, MA 01608
50889xxxx0 mic************@s*******************.com 3.2 16 124081 819 124341
Santander Bank 149 Main St, North Andover, MA 01845
97868xxxx1
Frank Mcdonnell - RBC Wealth Management Financial Advisor
Bessette Financial 100 Independence Dr Ste 7, Hyannis, MA 02601
50877xxxx0 bi**@b****************.com 5 2 5 13 338
Tambone Investment Group 200 Wheeler Rd Ste 15, Burlington, MA 01803
78149xxxx0 bon*@t******.com
Tyler Ash - TD Wealth Relationship Manager 1641 Beacon St, Brookline, MA 02445
61731xxxx5 abc***@t*.com
Municipal Market Advisors 75 Main St, Concord, MA 01742
97828xxxx4 cha***@m***********.com
Santander Bank 107 Main St, Stoneham, MA 02180
87776xxxx5 pau**********@s*******************.com 124074 838 124757
Beacon Sports Capital Partners 1233 Highland Ave, Needham, MA 02492
78144xxxx6 cbi******@b******************.com
J G & M Financial 210 Broadway, Lynnfield, MA 01940
78158xxxx0 inf*@j***********.net
Edward Jones - Financial Advisor: Christina G Lashua 98 Adams St Ste 108, Leominster, MA 01453
97834xxxx7 and*******@c*************.ca
BNY Mellon Wealth Management Boston MA 201 Washington St, Boston, MA 02108
61742xxxx8 jen***********@b********.com 3.5 6
Santander Bank 27 Main St, Watertown, MA 02472
87776xxxx5 ran*******@s*******************.com 124083 819 124343
CENTRAL BUSINESS BROKERS 65 James St, Worcester, MA 01603
50837xxxx6 inf*@c*************.com 188 3
5 5
Lincoln Investment 95 Sawyer Rd Ste 430, Waltham, MA 02453
61756xxxx5 tsu******@l****************.com
Worcester Business Development Corporation 89 Shrewsbury St Ste 300, Worcester, MA 01604
50875xxxx4 doe@t******.com 3 2 5 15 703 5 847
5 15
Capital Formation Group, Inc. 62 Walnut St Newton Wellesley Executive Office Park, Wellesley, MA 02481 78123xxxx3
Victoria Johnson - Financial Advisor, Ameriprise Financial Services 175 Andover St Ste 201, Danvers, MA 01923
97877xxxx0 dns*****@a***.com 135
Ameriprise Financial Services, Inc 125a Pleasant St, Northampton, MA 01060
41372xxxx5 ame******************@a***.com 132545 134869
Raymond James Financial Services 20 Hampton Ave Ste 140, Northampton, MA 01060
41358xxxx8 aar************@r***********.com 17085
Cabot Wealth Management 216 Essex St Salem, MA 01970
97874xxxx3 ale******@e*****.com 5 2
Hansen Financial MV 10 State Road, Vineyard Haven, MA 02568
50869xxxx3 jha****@h****************.com
Jennifer Santoro 293 E Central St, Franklin, MA 02038
40136xxxx6 a.p*****@c***********.com
Edward Jones - Financial Advisor: Zachary R Bass, CRPC™ 179 Northampton St Ste B, Easthampton, MA 01027
41320xxxx3 a.j*********@e**********.com 22 82576 92591
Joe Darling 50 Davis Straits, Falmouth, MA 02540 40128xxxx9
Boston Trust Walden Company 1 Beacon St, Boston, MA 02108
61772xxxx0 aau*******@b****************.com 3.7 3
Santander Bank 19 Main St, Vineyard Haven, MA 02568 50862xxxx0
Glenn Levine - Prudential Financial 160 Gould St Ste 101, Needham, Ma 02494
78142xxxx1 a.w*****@p*********.com 57
Morgan Stanley Financial Advisors 112 Worcester St, Wellesley, MA 02481
78167xxxx0 ade***********@m************.com 1 1
Investor Group Services 855 Boylston St, Boston, MA 02116
61737xxxx0 abi*********@i********.com 5 2
Santander Bank 12 Queen Anne Rd, Chatham, MA 02633
87776xxxx5 124081 819 124341
Joint Venture Investments, LLC 35 Kingston St Ste 2, Boston, MA 02111
85730xxxx4 696*************************************@w*****************.com 5 7
5 7
Edward Jones - Financial Advisor: John Maliska 2 Village Sq, Westminster, MA 01473
97866xxxx2 a.j*********@e**********.com 165
Windrose Advisors LLC 800 South St #600, Waltham, MA 02453
61742xxxx0 alv**@w**************.com 5 1
American Express 86 Spring St, Stoneham, MA 02180
78127xxxx1 aar**@a**************.com 14 7986385 7978760
Santander Bank 620 Gar Hwy, Swansea, MA 02777
50867xxxx7 4.8 12
Santander Bank 164 Reservoir St, Holden, MA 01520
50882xxxx8 a@s************.com 4.7 3 124040 796 124291
Waterstone Retirement Services
Wells Fargo Advisors Berkshire Cmn, Pittsfield, MA 01201
41344xxxx1 a-p*************@w*****************.com 189273
Ameriprise Financial 100 Merrimack St Ste 305, Lowell, MA 01852
97865xxxx0 ale************@a***.com 2137 135
David Knott 270 Great Rd, Acton, MA 01720
97824xxxx5 a.p*****@c***********.com 175067 176628
Chapoquoit Dynamic 300 Ledgewood Pl Ste 101, Rockland, MA 02370
50849xxxx5 pne***@c*****.com
Lin Financial 131 Main St, Reading, MA 01867
78194xxxx3
Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services 303 Wyman St Ste 290, Waltham, MA 02451
78199xxxx6 ant*************@a***.com 5 48
Nyesledge Capital Management 155 Federal St #300, Boston, MA 02110
61735xxxx0 bmc******@n********.com
Householder Group 220 N Main St, Natick, MA 01760
50865xxxx5 acc*******@h***************.com
Santander Bank 323 N Main St, Uxbridge, MA 01569
87776xxxx5 pau*********@s*******************.com 124081 819 124341
Dean Dagnoli - UBS Financial Services Inc. 1 Monarch Pl Ste 1400, Springfield, MA 01144
41378xxxx1 ade********@u**.com
Battle Road Research 681 Main St, Waltham, MA 02451
78189xxxx5 ben@b*********.com
Zien James 247 South St, Pittsfield, MA 01201 88853xxxx2
McCarthy Investment Group 222 Rosewood Dr Ste 510, Danvers, MA 01923
97864xxxx8
Vestmark Inc 100 Quannapowitt Pkwy Ste 205, Wakefield, MA 01880
78122xxxx0 aan***@v*******.com 4.1 26
General Catalyst 20 University Rd Ste 450 Cambridge, MA 02138
61723xxxx0 aab*****@g**************.com 10
Thomas S Pedersen - Financial Advisor, Ameriprise Financial Services
Santander Bank 1990 Boston Rd, Wilbraham, MA 01095
87776xxxx5 124044 803 124298
Chartpoint Financial Group 205 Willow St, South Hamilton, MA 01982
97846xxxx9 jsm***@c******************.com
Alta Equity Partners 30 Monument Square #302, Concord, MA 01742
61726xxxx0 dxx*******@a*****************.com
Ameriprise Financial 48 Federal St, Greenfield, MA 01301
41377xxxx2 ame******************@a***.com 158 132547 134873
Wellspring Financial 200 Canal St, Marshfield, MA 02050
78131xxxx8
Freedom Trail Financial LLC 75 Arlington St 5th Fl. Suite 5012, Boston, MA 02116
61724xxxx2 bdr*******@f********************.com 325 5
Falcon Investments 275 Old Colony Ave Unit B, Boston, MA 02127
78170xxxx0 5 12
Roger Cummings - Private Wealth Advisor, Ameriprise Financial Services 501 Boston Providence Tpke, Norwood, MA 02062
78134xxxx0 cat*********@a***.com 10 430 3