Business List: Financial Planner in Boston, MA, USA

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Merrill Lynch Financial Advisor Matthew T O'Hara 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx9 ban********************@m*.com
Melfa Wealth Management 77 Franklin St Boston, MA 02110 61729xxxx0
Hargadon Wealth Management - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx1 abc*******@u**.com
Walk You To Wealth Dover, MA 02030
50874xxxx0 a18*****************************@s*****.wixpress 5 3
KKL Partners - UBS Financial Services Inc. 200 Clarendon St 24th Floor, Boston, MA 02116 61724xxxx2
Berkshire Partners 200 Clarendon St, Boston, MA 02116
61722xxxx0 aba**@b****************.com 3 2
3 2
Scott Grenert 160 Federal St, Boston, MA 02110
61740xxxx3 aos*****@f************.com 5 2
Steven Smith - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx1 abc*******@u**.com
Merrill Lynch Financial Advisor Paul R Guidoboni 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx5 ari*********@m*.com
Gary A. Bruno - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx6 rbc*********@r**.com 3.02 12404 13042
Birch Hill Investment Advisors 24 Federal St Fl 10 Boston, MA 02110
61750xxxx0 gmi****@b****************.com
Crestwood Advisors One Liberty Sq Suite 500, Boston, MA 02109
61752xxxx0 abe**@c****************.com
Singletary Wealth Management Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx6 abc*******@u**.com
Edward Jones - Financial Advisor: Karen Laplante 502 Main St Melrose, MA 02176
78166xxxx5 a.j*********@e**********.com
Carlin Wealth Management Group - Ameriprise Financial Services 60 State St Ste 2100 Boston, MA 02109
61758xxxx6 dns*****@a***.com
Mcdonough Leland 20 Custom House St Ste 900, Boston, MA 02110 61723xxxx0
Prefect Management Investment Advisor 450 Washington St Ste 107 Dedham, MA 02026 78146xxxx7
Fenway Financial Advisors, LLC 501 Boylston St 10th fl, Boston, MA 02116
61770xxxx5 cca****@f***************.com
American Express Financial Advisors 439 Washington St Braintree, MA 02184 78184xxxx1
McCarthy Capital Corp 1 International Pl Ste 2401, Boston, MA 02110
61733xxxx0 aan****@m**************.com
Ameriprise Financial Advisors 11 James St Watertown, MA 02472 61748xxxx8
Modica Financial Coaching Needham, MA 02492
78144xxxx1 mod********************@o******.com 5 1
Taylor Investment Associates 50 Federal St, Boston, MA 02110
61748xxxx2 bro**@t****************.com
1251 Capital Group 9 Newbury St floor 5, Boston, MA 02116
61727xxxx2 doe*****@1**********.com
FBR Investment Service Inc 1 International Pl, Boston, MA 02110
61795xxxx0 aal*****@f**.com
Wealth Enhancement Group 10 Post Office Square, Boston, MA 02109
61769xxxx0 aba****@w****************.com
Ameriprise Financial Advisors 220 Forbes Rd Ste 300 Braintree, MA 02184 78135xxxx3
Monleon Cook Pardy Team - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx4 abc*******@u**.com
Great Point Wealth Advisors, LLC One International Pl 45th Floor, Boston, MA 02110
61758xxxx0 bra*@g***************.com 5 1
Merrill Lynch Financial Advisor Brian Matthew Rys 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx5 ari*********@m*.com
Robert Andrews - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com
Charles Schwab 127 Congress St Fl 01 Boston, MA 02110
61721xxxx0 jan*****@s*****.com 3.8 8 5 2
Segal Advisors Inc 116 Huntington Ave, Boston, MA 02116
61742xxxx0 aca*@s*********.com
Brian Bossman 616 Main St, Cambridge, MA 02139
61737xxxx2 abc*******@c***********.com 180537 182000
Daniel McLaughlin, CFP - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
61743xxxx1 ben*******************@u**.com 5.01
Mayflower Advisors 265 Franklin St Fl 4 Boston, MA 02110
61725xxxx7 ali*********@m****************.com 5 2
Leerink Partners 1 Federal St, Boston, MA 02110
61791xxxx0 abc***@l******.com
1
Infinex Financial Group 100 Cambridge St Ste 1400, Boston, MA 02114
61742xxxx9
Ameriprise Financial 342 Commercial St # C-1, Boston, MA 02109
78143xxxx6 dns*****@a***.com
Boston Advisors, LLC 1 Liberty Sq Fl 10, Boston, MA 02109
61734xxxx0 ami*********@b*************.com
Santander Bank 125 Summer St Ste 150, Boston, MA 02110 61773xxxx0
Morgan Stanley Wealth Management 125 Summer St, Boston, MA 02110
61744xxxx0 aar***********@m***********************.com
Fisher Lynch Capital Boston, MA 02110
61740xxxx0 ann*@f**********.com
Clough Capital Partners 1 Post Office Sq Ste 4000, Boston, MA 02109
61720xxxx0 abo**@c************.com
Merrill Lynch Financial Advisor Brian Hanseth 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx3 ale*********@m*.com
Santander Bank 333 Washington St, Boston, MA 02108
87776xxxx5 123796 1105 124000
Brown S N, CPA 150 Wood Rd Bsmt Ste 304 Braintree, MA 02184
78184xxxx6 snb****@s******.com
Herbert Wilson 1367 Boylston St Ste 4, Boston, MA 02215
61772xxxx8 her*************@c***********.com
Ameriprise Financial 124 Main Street - Suite 201, Boston, MA 02129
61724xxxx6 all**************@a***.com
Rampart Investment Management 1 International Pl Ste 1400, Boston, MA 02110
61734xxxx0 cai************@w*******************.com
Shannon McAllister - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx2 ben*******************@u**.com
Gibson Financial Group 111 Devonshire St, Boston, MA 02109
61731xxxx4 ull***@g*******************.com
Edward Jones - Financial Advisor: Tom Crowley, CFP® 1692 Massachusetts Ave, Cambridge, MA 02138
61749xxxx0 a.j*********@e**********.com 4 4 83537 92133
4 4
Feenan Financial Group 234 Copeland St Ste 220 Quincy, MA 02169 61777xxxx0 4.3 3 5 1
John Hancock Financial Services 601 Congress St Boston, MA 02210
80039xxxx3 dns******@m*******.com 1 109 49383
Wells Fargo Advisors 1 Boston Pl Ste 1800, Boston, MA 02108
61760xxxx0 aar**********@w*********.com 155198 1175640
Santander Bank 885 Boylston St, Boston, MA 02116
87776xxxx5 ale*********@s*******************.com 124082 1022 124000
Merrill Lynch Financial Advisor Alex Cucchi 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx3 ale*********@m*.com
Buck Consultants 260 Franklin St Ste 810, Boston, MA 02110 61727xxxx0
Merrill Lynch Wealth Management 125 High St Ste 19, Boston, MA 02110
61794xxxx8 aas***********@m*.com
Corporate Executive Consulting Group - UBS Financial Services Inc. 1 Post Office Sq 33rd Fl, Boston, MA 02109
61743xxxx7 abc*******@u**.com
Acadian Asset Management 1 Summer St, Boston, MA 02110
61785xxxx0 aa@a************.com
Mason Albert D 50 Congress St Ste 843, Boston, MA 02109
61745xxxx8 772*************************************@w*****************.com
Morgan Stanley Wealth Management 20 City Sq, Charlestown, MA 02129 61788xxxx9 aar***********@m***********************.com
Sac Capital LLC 75 Park Plaza #2, Boston, MA 02116 61731xxxx0
Seacoast Financial Planning - Ameriprise Financial Services, LLC 127 Main St Ste 8, Boston, MA 02129
61724xxxx6 dns*****@a***.com 5.02
Morgan Stanley Financial Advisors 28 State St 34th Floor, Boston, MA 02109
61757xxxx0 acm***********@m************.com 4 4
Valor Wealth Partners 100 Cambridge St 14th floor, Boston, MA 02114
61764xxxx0 ed@v******************.com 5.03 123
City Square Wealth Management - Ameriprise Financial Services 10 City Sq Ste 4TH, Charlestown, MA 02129
61758xxxx5 dns*****@a***.com
Boston Family Advisors, LLC
61796xxxx4 cha****@b*******************.com
Welch & Forbes LLC 45 School St, Boston, MA 02108
61752xxxx5 asi********@w**********.com 5 1
Gabrielle Clemens 53 State St Ste 3600, Boston, MA 02109
61772xxxx2 gab**************@r**.com 2 2
Merrill Lynch Financial Advisor Jason A Adamic 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx4 ban********************@m*.com 5 1
Edward Jones - Financial Advisor: Brian J Yurovich 442 Marrett Rd Ste 2 Lexington, MA 02421
78186xxxx9 a.j*********@e**********.com 5 2 173
Merrill Lynch Financial Advisor Andrew H. Zimmerman 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx6 ale*********@m*.com
Erik Carleton - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx6 abc*******@u**.com
The TPC Group - UBS Financial Services Inc. One Post Office Square 35th Floor, Boston, MA 02109
61743xxxx1 abc*******@u**.com
Sensible Financial 245 1st St Ste 1800, Cambridge, MA 02142
78164xxxx0 aim****@s****************.com 115 4 122
Kevin MacIntyre 160 Federal St, Boston, MA 02110
61740xxxx1 acl*******@f************.com
Arlex Wealth Management 52 Waltham St Ste B-2 Lexington, MA 02421
78165xxxx3 pau*@a*************.com
Hoy/Sherwood Wealth Management Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx6 abc***@u**.com
Social Finance, Inc. 10 Milk St, Boston, MA 02108
61793xxxx0 aal*@s************.org
Aite Group 101 Arch St Ste 501, Boston, MA 02110 61733xxxx0 abl****@a********.com
RTR Tax Service 657 Adams St Quincy, MA 02169
61777xxxx0 1 5
Boston Partners Global Investors, Inc. 1 Beacon St Ste 3400, Boston, MA 02108
61783xxxx0 a@b**************.com
William Robinson - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Northwestern Mutual Life Insurance: Baron Jeffrey 1 Beacon St, Boston, MA 02108
61753xxxx0 a.-***********@n*****************.com 2 2 107335 16201 108000
Wellesley Investment Advisors 20 William St Ste G5 Wellesley, MA 02481 78123xxxx0 1 1
Federal Street Advisors Inc 50 Federal St, Boston, MA 02110
61735xxxx9 aso*****@f************.com
Neuberger Berman 53 State St, Boston, MA 02109
61722xxxx9 abc***@n*.com
Summit Partners 222 Berkeley St, Boston, MA 02116
61782xxxx0 aa@s*************.com 5 20 757 206 776
McAdam Financial 101 Federal St #1900, Boston, MA 02110
85726xxxx9 aar**@m*******.com 5 86 254
Liberty Boston Group - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
61743xxxx5 ade********@u**.com 5.01
Apollo Wealth Management 678 Massachusetts Ave, Boston, MA 02118
61071xxxx1 hen********@a***********.com
The Starboard Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx2
Finance Boston 101 Federal St, Boston, MA 02110
61786xxxx0 abl***@f************.com 22
David C. Grosek - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx4
Merrill Lynch Financial Advisor Michael A Venezia 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx0 ale*********@m*.com
Ameriprise Financial Advisors 63 Shore Rd Ste 25 Winchester, MA 01890
78172xxxx3 dns*****@a***.com
Benefit Planners Group Westwood, MA 02090
88858xxxx0 inf*@b*******************.com 27
Birch Hill Investment Advisors One International Pl, Boston, MA 02110
61750xxxx0 ade********@b****************.com
Ryan Gallagher - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com 126 3 123
Mark Balfour - Registered Practice Associate, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61758xxxx2 dns*****@a***.com
Watertown Savings Bank 60 Main St Watertown, MA 02472
61792xxxx0 aka***@w***************.com 4 9 3 21 1884 623
Model Capital Management LLC 15 Broad St Ste 300, Boston, MA 02109 61785xxxx7
Hollenbaugh, Rukeyser, Safro, Williams - UBS Financial Services Inc. 200 Clarendon St 24th Floor, Boston, MA 02116
21271xxxx1 ben*******************@u**.com
LEVATUS 115 Newbury St Boston, MA 02116
61750xxxx0 dxx*******@l************.com 5 3
The Savings Bank 907 Main St Wakefield, MA 01880
80024xxxx9 cma****@**w.tsbdirect 1180
Merrill Lynch Financial Advisor Michael A. Bois 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx7 ale*********@m*.com
Barrington Partners 77 Franklin St Ste 802, Boston, MA 02110
61748xxxx0 ahu****@b**********.com
Sandra Cullen - Tiaa Wealth Management Advisor 97 Mt. Auburn St, Cambridge, Ma 02138
86684xxxx4 ama******@t***.org 12 90696 482 91948
Ubs Securities 1 International Pl, Boston, MA 02110 61731xxxx0
The Seidman and Bevis Group - UBS Financial Services Inc. 200 Clarendon St 24th Floor, Boston, MA 02116
61724xxxx0 ben*******************@u**.com
Roger LaPointe, Jr - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx5 and*****************@u**.com
Rick Bellew - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx6 rbc*********@r**.com 14811 16000
José J. Rodriguez-Villalobos - UBS Financial Services Inc. Home Worker Fl, Home Worker Fl, FL 02109
61743xxxx1 abc*******@u**.com
Harris Rosenheim, CFP, AWMA - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx4 abc*******@u**.com
Essex Investment Management Company 125 High St Fl 18, Boston, MA 02110
61734xxxx0 amc*******@e**********.com
Keith Weinstein - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx8 dns*****@a***.com 5.01
Finer Wealth Management 530 Loring Ave Ste 302 Salem, MA 01970
97874xxxx1 mic**********@f****.com 5 2 793 66
Commonwealth Financial Group 101 Federal St #800, Boston, MA 02110
61743xxxx9 aar**********@f*************.com 5 2
Numbers in Boxes 649 Massachusetts Ave Ste 6 Cambridge, MA 02139
61764xxxx0 inf*@n*************.com 5 2
Aaron Piscia - Financial Advisor, Ameriprise Financial Services, LLC 20 Park Plaza #439, Boston, MA 02116
50849xxxx0 aar*********@a***.com
Edward Jones - Financial Advisor: Tom Streep 77 N Washington St Ste 100, Boston, MA 02114
61722xxxx6 a.j*********@e**********.com
Susquehanna Financial Group LLC 1 Boston Pl # 2020, Boston, MA 02108
61762xxxx0 a@s**.com
Emerson Investment Management Inc 77 Franklin St Ste 3, Boston, MA 02110 61742xxxx0
Commonwealth Financial 125 Summer Street, Boston, MA 02110
61764xxxx8 aar**********@f*************.com
EFidelity Investments 255 State St Boston, MA 02109 30161xxxx0 x22***@j*********************.business
Merrill Lynch Wealth Management 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx0 bro*********@m*.com 3 2
CPMR Wealth Management Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx9 abc*******@u**.com
Santander Bank 1150 Saratoga St, Boston, MA 02128
87776xxxx5 a.a******@s************.com
Sandy Leith - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx8 wms**********@r**.com 14811 16000
Financial Architects Partners 265 Franklin St, Boston, MA 02110
61725xxxx0 cdo***@f*****.com
Robert Savage - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
South Shore Wealth Management 500 Victory Rd Ste 400 Qunicy, MA 02171
61724xxxx4 ram**********@s*****************.com 7
Edward Jones - Financial Advisor: Jeffrey W Wheeler 535 Main St Winchester, MA 01890
78172xxxx9 a.j*********@e**********.com
Merrill Lynch Financial Advisor Melissa M. Cilmi 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx0 ale*********@m*.com
Centerpoint Advisors 175 Highland Ave Ste 302 Needham, MA 02494
78140xxxx8 ant****@c******************.net 5 1
American Express Financial Advisors 197 8th St, Charlestown, MA 02129 61724xxxx0 ame******************@a***.com
Merrill Lynch Wealth Management 440 Boylston St, Boston, MA 02116
61769xxxx6 ale*********@m*.com 1 1
Bessemer Trust Private Wealth Management Boston MA Two International Place, International Pl 22nd floor, Boston, MA 02110
61727xxxx0 Leg**@B*******.com
TD Banknorth 298 Washingston St Brighton, MA 02135
61778xxxx4 a.c******@t**********.com 5 1 843964 7456 849000
Grenert MacIntyre Group 53 State St Ste 3600, Boston, MA 02109
61772xxxx9 jef**********@r**.com
Scs Financial 1 Winthrop Sq Ste 101, Boston, MA 02110
61720xxxx0 abb**@b********.com 87 46 115
Absolute Investment Advisors 350 Lincoln St Ste 216 Hingham, MA 02043 78174xxxx7
Sandler O'Neill 1 Boston Pl, Boston, MA 02108 61799xxxx0 aba***@s************.com
Haldor Investment Advisors L P 60 State St Boston, MA 02109 61774xxxx0
Santander Bank 2235 Dorchester Ave, Boston, MA 02124
87776xxxx5 jan*****@s************.com
NUA Advisors 394 Lowell St Ste 9 Lexington, MA 02420
78121xxxx0 inf*@n**********.com
Martingale Asset Mgmt 222 Berkeley St # 19, Boston, MA 02116 61742xxxx0
Da Cunha, Darrel, AGT 121 Mount Vernon St, Boston, MA 02108
61736xxxx0 ame******************@a***.com
Modera Wealth Management Boston, MA 02116
61724xxxx8 aar********@m***********.com 90 113
Single Point Partners 277 Dartmouth St, Boston, MA 02116
61760xxxx0 abr****************@s****.com 5 12 21 4 26
William Wiseman - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Frontier Capital 99 Summer St Suite # M100, Boston, MA 02110
61742xxxx1 abe*****@f**********.com
Kevin MacIntyre - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx9 wms**********@r**.com 14811 16000
Skyeburst Wealth Management - Ameriprise Financial Services 275 Grove St Ste 1W-305 Auburndale, MA 02466
61750xxxx7 ale************@a***.com 2233 149 2200
Cheryl Gross & Associates 59 Temple Pl Ste 615, Boston, MA 02111
61742xxxx1 cag****@c************.com
Santander 403 Highland Ave Somerville, MA 02144
61762xxxx5 kei********@s*******************.com 2.6 10 124130 920 124991
RBC Wealth Management Branch - Boston 53 State St Suite 3600, Boston, MA 02109
61772xxxx0 wms**********@r**.com 3 2 14777 16000
Roger LaPointe JR - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx5 acc***************@u**.com
The Dillon Group - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
61743xxxx5 ade********@u**.com 5.01
Santander Bank 1 Ashburton Pl, Boston, MA 02108
87776xxxx5 med***********@s********.us 124071 890 124839
Dietrich Sussman Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx4 abc*******@u**.com
Merrill Lynch Financial Advisor Kirk J Wolford 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx2 ari*********@m*.com
Edward Harris, CFP - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx9
Santander Bank 75 Federal St, Boston, MA 02110
61747xxxx1 aar**@s************.com
Bessemer Trust Private Wealth Management Boston MA 2 International Pl, Boston, MA 02110
61727xxxx0 bes********************@a*********.email
Bornning & Scatergood 1 International Pl, Boston, MA 02110 61742xxxx6 abo***@b**********.com
Erik Kotsopoulos - Financial Advisor, Ameriprise Financial Services 546 Tremont St, Boston, MA 02116
61742xxxx6 bri***************@a***.com
Paul Fragala - Ameriprise Financial Advisor 200 Unicorn Park Dr Woburn, MA 01801
78193xxxx1 dns*****@a***.com
Cerity Partners 699 Boylston St, Boston, MA 02116
61753xxxx3 aad***@c*************.com
Financial Archtects Parnters 111 Huntington Ave # 710, Boston, MA 02199 61725xxxx5
Edward Jones - Financial Advisor: Michael J DeBiase, CRPC™ 419 Boylston St #702, Boston, MA 02116
61726xxxx2 a.j*********@e**********.com 83537
Westfield Capital 655 Atlantic Ave, Boston, MA 02111
61742xxxx0 car****@w*****.com
Santander Bank 279 Massachusetts Ave, Boston, MA 02115
87776xxxx5 ale*********@s*******************.com
KCM Partners - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx6 ade********@u**.com
Merrill Lynch Financial Advisor R. Gardner Loring 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx7 ale*********@m*.com
Santander Bank 400 Fenway, Boston, MA 02115
87776xxxx5 bro****@s************.com
Delta Partners 265 Franklin St Ste 903, Boston, MA 02110
61752xxxx0 bjo****@d*******.com
Simple Tuition 268 Summer St, Boston, MA 02210
61724xxxx0 3d@**w.simpletuition
Boston Investment Advisors 33 Mount Vernon St Boston, MA 02108 61722xxxx7
Oliver Wyman 200 Clarendon St, Boston, MA 02116
61742xxxx0 aad*********@o**********.com 16055 137 16000
Tia McNamara - Financial Advisor, Ameriprise Financial Services 10 City Sq Ste 4TH, Charlestown, MA 02129
61758xxxx4 dns*****@a***.com
Sienel, Ali, AGT 124 Main St, Charlestown, MA 02129
61733xxxx8 ame******************@a***.com
Edward Jones - Financial Advisor: Jack McCarthy 77 N Washington St Ste 100, Boston, MA 02114
61722xxxx6 a.j*********@e**********.com
Merrill Lynch Financial Advisor Nicole McConaghy 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx3 ban********************@m*.com
Solari Financial Planning, LLC 10 Post Office Square 8th floor, Boston, MA 02109
60347xxxx8 eli******@s**************.com 5 4
Merrill Lynch Financial Advisor Driscoll M DoCanto 440 Boylston St, Boston, MA 02116
61769xxxx6 ale*********@m*.com
Mjd Capital 101 Federal St, Boston, MA 02110 61734xxxx5 cko@j*********.com
CPMR Wealth Management Group - UBS Financial Services Inc. One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109
61743xxxx9 abc*******@u**.com
TFC Financial Management, Inc. 260 Franklin St #1888, Boston, MA 02110
61721xxxx0 bha****@t***********.com
In Good Company 1653 Beacon St Brookline, MA 02445
61769xxxx7 dom********@m*********.com 24
Oechsle International Advisors 33 Arch St Ste 3201, Boston, MA 02110
61733xxxx0 aad****@a******************.com
KLR 800 S St Ste 300 Waltham, MA 02453
78154xxxx0 abl***@k*********.com 636 697
Molly Solari 53 State St Suite 3600, Boston, MA 02109
61772xxxx1
Merrill Lynch Financial Advisor George N. Silvester 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx9 ale*********@m*.com
Mariner Wealth Advisors 245 1st St Ste 1800, Cambridge, MA 02142
61735xxxx0
Venus Capital 99 Summer St Suite # M100, Boston, MA 02110
61742xxxx1 abe*****@f**********.com
Evergreen Retirement Planning 399 Boylston St 6th Floor, Boston, MA 02116
97849xxxx8 nic*@e**********************.com 5 5
Greg Kelley - RBC Wealth Management Financial Advisor 75 State St Suite 1700, Boston, MA 02109
61772xxxx9 gra**********@r**.com 46 48
Barrett Wealth Management 1109 Washington St Weymouth, MA 02189
33949xxxx2
KJH Financial Services 75 2nd Ave Ste 602 Needham, MA 02494
78141xxxx9 a.a****@k*******************.com
Merrill Lynch Wealth Management 483 Beacon St, Boston, MA 02115
78143xxxx5 aas***********@m*.com
Tyler Calder - M&T Bank 280 Congress St Ste 1300, Boston, MA 02210
61745xxxx4 aam****@m**.com 92715 1928
Philip Murray - Raymond James 470 Atlantic Ave Fl 304, Boston, MA 02210
61727xxxx3 aar************@r***********.com
Ameriprise Financial Advisors 56 Andrew St Lynn, MA 01901
78159xxxx2 ame****************@e*.ameriprise
Courtney Dunnells - Financial Advisor, Ameriprise Financial Services 10 City Sq Ste 5TH, Charlestown, MA 02129
61739xxxx7 cou**************@a***.com
The Haynes Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61726xxxx6 abc*******@u**.com
Bolvin Wealth Management Group 31 Milk St Boston, MA 02109 61734xxxx4
J.P. Morgan Private Bank 50 Rowes Wharf Fl 3 Boston, MA 02110
61731xxxx0 abc***@j*******.com 4 4 1 1 90236 115000
Cooper Lapman Financial 50 Congress St Ste 245, Boston, MA 02109
61755xxxx1 aar**********@l*******.com
Moody Lynn & Lieberson, LLC 1 Boston Pl, Boston, MA 02108
61797xxxx0 ama*******@m********.com
Santander Bank 2 South Sta, Boston, MA 02110
87776xxxx5 a.a******@s************.com 123919 1074 124000
Merrill Lynch Financial Advisor Jaclyn A Gerson 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx4 ale*********@m*.com
Congress Wealth Management 155 Seaport Blvd, Boston, MA 02210
61742xxxx0 afr******@c*************.com 3.7 3
PENA + WEISS FINANCIAL 48 Chandler St, Boston, MA 02116 61748xxxx4
Greg O'Brien - TD Wealth Financial Advisor 200 State St, Boston, MA 02109
85726xxxx6 abc*******@t*.com 844708 7550 850000
Ameriprise Financial Advisors 555 High St Ste 201 Westwood, MA 02090
78147xxxx5 bri*********@a***.com
UBS Private Wealth Management 200 Clarendon St, Boston, MA 02116
61724xxxx0 aar*******@u**.com 229809
Kenney Steve 1 Winthrop Sq Fl 4, Boston, MA 02110 61720xxxx0
New Frontier Advisors 155 Federal St, Boston, MA 02110
61748xxxx3 aga*******@n******************.com
5 2
BV Investment Partners 125 High St 17th Floor, Boston, MA 02110
61790xxxx0 aha*****@b***.com
Santander Bank 27 Beacon St, Boston, MA 02108
87776xxxx5 ale*********@s*******************.com
Webster Financial Advisors 100 Franklin St, Boston, MA 02110 86069xxxx3
Jdj Resources 31 Milk St Ste 401, Boston, MA 02109
61764xxxx0 cta******@j***********.com
Modera Financial Advisors & Financial Planners - Boston, MA 535 Boylston St #300, Boston, MA 02116
61724xxxx8 aar********@m***********.com 5.03
McLaughlin Wealth Management Partners - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx1 abc*******@u**.com
James Swallow Jr - Private Wealth Advisor, Ameriprise Financial Services 529 Main St Ste P200, Charlestown, MA 02129
61733xxxx9 dns*****@a***.com 30
Dugan Wealth Management - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx1
Tyler Ash - TD Wealth Relationship Manager 200 State St Ste 8TH, Boston, MA 02109
61731xxxx5 abc*******@t*.com
The McDonald Bechtel Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx4 abc*******@u**.com
Bainco International Investors 699 Boylston St Boston, MA 02116 61753xxxx3
Merrill Lynch Financial Advisor Jian Wang 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx6 ari*********@m*.com
Kirkland Advisors 143 Newbury St, Boston, MA 02116 61726xxxx0 a@c****************.com
Mark Panarese 500 Boylston St #1300, Boston, MA 02116
85750xxxx0 abc***@r*****.com
The Haynes Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx6
Edward Jones - Financial Advisor: Chiquita Rice 1330 Beacon St Ste 242 S S Pierce Building Brookline, MA 02446
61773xxxx3 acc**********@e**********.com
Northwestern Mutual 1 Beacon St fl 25, Boston, MA 02108
61774xxxx0 a.-***********@n*****************.com 5.011 106060 16199 106524
American Express Financial Advisors 229 Massachusetts Ave Lexington, MA 02420 78186xxxx0
Timothy Nolan - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx1 dns*****@a***.com 11
Lake Street Advisors 155 Federal St Ste 502, Boston, MA 02110
61730xxxx0 ali***@l*****************.com
Anchor Capital Advisors LLC Two International Place, Boston, MA 02110
61733xxxx0 aca@a************.com
Kevin Thurston - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61724xxxx8
William Robinson - Financial Advisor, Ameriprise Financial Services, LLC
Leslie Torres-Arias - M&T Bank 1 Post Office Square 32nd floor, Boston, MA 02109
97880xxxx2 aga***@m**.com 5 1
Kearsedge Boston Group 1 Washington Mall Ste 1108 Government Center Boston, MA 02108
78154xxxx3 hr@k**************.com
T. A. Holland & Co. 75 State St 1st Fl, Boston, MA 02109
61752xxxx6 afl******@t********.com
Ameriprise Financial Advisors 950 Winter St Ste 4250 Waltham, MA 02451 78189xxxx7
RBC Wealth Management 1 Beacon St, Boston, MA 02108
61772xxxx0 rbc*********@r**.com
Doug J. Murstein, CPA 251 Harvard St Ste 18 Brookline, MA 02446
61750xxxx1 dou*@d***************.com 4.5 8 4.6 30
Bank of America Financial Center 440 Boylston St, Boston, MA 02116
61744xxxx0 ada*************@b***.com 3.5 28 871105
Daniel Hall - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dah***@a***.com 5 1
Yas Capital 79 Newbury St, Boston, MA 02116 61758xxxx9 inf*@y**.com
Christopher Sherman - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx6 ale*******@u**.com
Collingwood Wealth Management 90 Canal St Suite 400, Boston, MA 02114
61784xxxx5 dav************@c****************.com
Modera Wealth Management 535 Boylston St Ste 300, Boston, MA 02116
61724xxxx8 aar********@m***********.com
The Harborside Wealth Management Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx3 abc*******@u**.com
Martinelli Wealth Management - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx2 abc*******@u**.com
Boynton Insurance Group 72 River Park St Needham, MA 02494
61750xxxx5 chi*@b********************.com 4.6 22 3 4
Phil Perry - Keenan Financial 470 Atlantic Ave Fl 4 Boston, MA 02210
61721xxxx5 ben***********@k**************.com 5 10 349
Christopher J Logue - Branch Manager, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx0 chr**************@a***.com
Bjorn Koch - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx0 ade********@u**.com
Little McLeod Valentine Wealth Management Group - UBS Financial Services Inc. One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109
61726xxxx9 abc*******@u**.com
Merrill Lynch Private Wealth Advisor Raj Sharma
61794xxxx0 dom*****************@b************.com
Bunker Hill Capital 260 Franklin St Ste 1860, Boston, MA 02110
61772xxxx0 ang***@b****************.com
Citizens Bank 1200 Hancock Street Lbby Quincy, MA 02169 61798xxxx2 2.9 14 3.2 10
Baum Wealth Advisors - Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 d.b***@a***.com 52 57
Investor Group 189 State St, Boston, MA 02109 61757xxxx5 5.02
Kellie D Jacques - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx1 dns*****@a***.com
Cambridge Trust 1 Federal St Boston, MA 02110
61777xxxx0 abu*******@c*************.com 3
Turan Corporation 160 Federal St Fl 21, Boston, MA 02110 61743xxxx2
High Street Equity 53 State Street, Suite 1306, Boston, MA 02109
61734xxxx0 bch******@h*******.com
Loomis Sayles 655 Atlantic Ave, Boston, MA 02111 61747xxxx2 adm**@i*****************.com
First Light Capital 60 State St Ste 3710, Boston, MA 02109 61778xxxx7
Parlin Investments 99 High St, Boston, MA 02110 61726xxxx0 ade*****@b******.com
Merrill Lynch Financial Advisor Cameron Markley 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx7 ale*********@m*.com
Keenan Financial 11 Beacon St 13th Floor, Boston, MA 02108
97827xxxx3 ben***********@k**************.com 5 1 5 10 349
Boston Financial Management 255 State St, Boston, MA 02109
61733xxxx8 abb**@b********.com 5 1 87 46 116
Bradford J Rindler - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 bra*************@a***.com
Ameriprise Financial Advisors 197 8th St Ste 750 Charlestown, MA 02129
61724xxxx2 dns*****@a***.com 1 1
Evergreen Investments 200 Berkeley St Ste 22, Boston, MA 02116 61721xxxx0
Michael Szablak, CFP - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx1 abc*******@u**.com
Rob Larochelle, AIF - Financial Planner & Investment Advisor 200 Clarendon St, Boston, MA 02116 20777xxxx2 dar****************@f*******.com 204
5 10
Edward Jones - Financial Advisor: Tim Mazanec 419 Boylston St Ste 702, Boston, MA 02116
61726xxxx2 and*******@c*************.ca 5 1
Back Bay Financial Group Inc 535 Boylston St Ste 300, Boston, MA 02116
61724xxxx8 aar********@m***********.com
RBC Global Asset Management 225 Franklin St, Boston, MA 02110
85735xxxx5 aar*******@r**.com
Edward Jones - Financial Advisor: Timothy Braceland 130 Rumford Ave, Ste 101 Newton, MA 02466
61752xxxx5 a.j*********@e**********.com 85307
Allen Financial Advisors 1 Longfellow Pl Ste 3708 Boston, MA 02114 61772xxxx5
Santander Bank 900 Commonwealth Ave, Boston, MA 02215
87776xxxx5 a.a******@s************.com
Santander Bank 437 Rutherford Ave, Boston, MA 02129
61724xxxx2 aar**@s************.com
Hoopoe Advisors 603 Massachusetts Ave, Boston, MA 02118
61770xxxx9 doe@h*************.com
StockCross Financial Services 77 Summer Street, Boston, MA 02110
80022xxxx6 and************@s*********.com 5.04 351
Uva, Marsden Wealth Management Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx1 abc*******@u**.com
Koch Cook Cairone - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx2 ade********@u**.com
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
Salsify Inc 101 Federal St, Boston, MA 02110
61733xxxx0 ak@r******.com 316 58
Ernie Joseph - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx0 wms**********@r**.com 14640 16000
Steve Benak - Registered Practice Associate, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx2 dns*****@a***.com
Arabesque Asset Management Usa, Inc. 1 International Pl Ste 1850, Boston, MA 02110
61726xxxx3 axx@m**************.com 5 1
Christopher Petrik - Ameriprise Financial Advisor 100 Grandview Rd Ste 210 Braintree, MA 02184
78181xxxx0 all*************@a***.com
Bolvin Wealth Management Group Inc 31 Milk St #203, Boston, MA 02109
61734xxxx4 bil************@b***********.com
Richard Baum - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx5 d.b***@a***.com 52
Thomas Wood, CFP - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx7
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
Davis Executive Wealth Management Group at Steward Partners Christian Science Center- Belvidere/ Dalton, Suite 3210, Boston, MA 02110 61737xxxx8
Santander Bank 474 W Broadway, South Boston, MA 02127
61746xxxx3 a.a******@s************.com
Merrill Lynch Wealth Management 1 Federal St, Boston, MA 02110
61794xxxx0 aas***********@m*.com
McCarthy Capital Corp 1 International Pl, Boston, MA 02110 61733xxxx0
AssetGrade, LLC 1 Boston Pl #2600, Boston, MA 02108
61793xxxx7 inf*@a*********.com 5 1
Ameriprise Financial Advisors 220 Forbes Rd Ste 206 Braintree, MA 02184 78184xxxx6
Empirical Asset Management 2223 Washington St Ste 101 Newton, MA 02462
78143xxxx0 ali**@e**********.com
Ameriprise Financial Advisors 639 Granite St LL6 Braintree, MA 02184 78184xxxx9
The Veritas Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx7
Revere Securities 160 State St Fl 7 Boston, MA 02109
85745xxxx2 ama********@r***************.com
Harris Wealth Management - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61726xxxx9 abc*******@u**.com
UBS Financial Service 200 Clarendon St, Boston, MA 02116
61724xxxx1 aac*****@b****************.com
Charles Schwab 1262 Boylston St Fl 01 Chestnut Hill, MA 02467
61771xxxx0 asc********@s*****.com 2.6 5
Csa Financial 109 Union Wharf, Boston, MA 02109 61772xxxx0
Edward Jones - Financial Advisor: Tyler C Gates 304 Cambridge Rd Ste 220 Woburn, MA 01801
78193xxxx7 a.j*********@e**********.com 12 84241
Sandler O'Neill & Partners LP 1 Boston Pl, Boston, MA 02108
61799xxxx0 aba***@s************.com 906 99
Beacon Wealth Advisors 1330 Beacon St Ste 355A Brookline, MA 02446
61773xxxx9 inf*@b**************.com 4.4 7
Edward Jones - Financial Advisor: David H Im 754 Massachusetts Ave Arlington, MA 02476
78164xxxx4 a.j*********@e**********.com 127 2
BRIDGE Wealth Management 60 State St Floor 21, Boston, MA 02109
61791xxxx6 dns*****@a***.com 80 81
Boston Capital Wealth Management of Raymond James 225 Franklin St Ste 2200, Boston, MA 02110
61789xxxx1 aar************@r***********.com 17195
Frank X Addonizio - Private Wealth Advisor, Ameriprise Financial Services 20 Park Plz Ste 439, Boston, MA 02116
61784xxxx0 dns*****@a***.com 489 490
The Charles River Group - UBS Financial Services Inc. One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109
61743xxxx3 abc*******@u**.com
C D Katz 410 Boston Post Rd Ste 28, Fl 2 Sudbury, MA 01776
97844xxxx2 are*@c*****.com 5 12 5 1
Merrill Lynch Financial Advisor G Eric Thornton 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx4 ale*********@m*.com
Keller Wealth Consulting Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx2 abc*******@u**.com
Mission Wealth 225 Franklin St Fl 26 Boston, MA 02110
61775xxxx1 ach****@m************.com
Artemis Financial Advisors 115 Newbury St, Boston, MA 02116
61754xxxx0 agu******@a**************.com 5 3 144 152
Llm Capital Partners 50 Congress St Ste 945, Boston, MA 02109 61733xxxx5 adm**********@l*********.com
Karen Johnston 426 Boylston St, Boston, MA 02116
61236xxxx1 a.p*****@c***********.com 180245
M Financial Group 20 Park Plz Ste 637, Boston, MA 02116 61742xxxx7
Boston Portfolio Advisers 6 Beacon St Ste 215, Boston, MA 02108
61722xxxx7 inf*@b**********************.com
Keith Weinstein - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx8 and*************@a***.com
Justin Glucksman - UBS Financial Services Inc. 500 Boylston St #1300, Boston, MA 02116
85750xxxx0 abc***@r*****.com
Christopher Sherman - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61726xxxx6 abc*******@u**.com
Dugan Wealth Management - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx1 abc*******@u**.com
Hancock Natural Resource Group 99 High St Ste 26, Boston, MA 02110
61774xxxx0 dns******@c********.com
Merrill Lynch Wealth Management 40 Broad St, Boston, MA 02109 61742xxxx1
Ameriprise Financial 33 Arch St Ste 2102, Boston, MA 02110
61745xxxx0 ame****************@e*.ameriprise
Ameriprise Financial 60 State St, Boston, MA 02109
61791xxxx8 eri*******@a***.com
The Gold Wealth Management Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx2 ade********@u**.com
Merrill Lynch Financial Advisor Jason L Silverman 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx6 ale*********@m*.com
Arthur W Wood Co Inc 50 Congress St, Boston, MA 02109
61754xxxx0 cus************@a*********.com
A.G. Edwards & Sons Incorporated 10 Saint James Ave, Boston, MA 02116 61748xxxx1
LP Capital Advisors 545 Boylston St Ste 202, Boston, MA 02116 61783xxxx0 eve***@s*****************.com
Corporate Executive Consulting Group - UBS Financial Services Inc. One Post Office Square 33rd Floor, Boston, MA 02109
61743xxxx7
Federated MDT Advisers 125 High St, Boston, MA 02110
61723xxxx0 a@f*****************.com
Baystate Financial Services Daroff Herbert 200 Clarendon St, Boston, MA 02116
61758xxxx2 aac*****@b****************.com
J Ali Alimi - Financial Advisor, Ameriprise Financial Services 127 Main St Ste 8, Boston, MA 02129
61733xxxx8 all**************@a***.com 58
Mayflower Advisors LLC 265 Franklin St #4, Boston, MA 02110
61725xxxx7 ali*********@m****************.com 5 2
Albert Dobrushkin, Merrill Lynch Financial Advisor 2221 Washington St Newton, MA 02462
61724xxxx6 aas***********@m*.com 1 1
Markson Financial Planning 8 Gloucester St, Boston, MA 02115 50847xxxx1
Edward Jones - Financial Advisor: David A Noetzel 535 Main St Winchester, MA 01890
78172xxxx9 a.j*********@e**********.com 84241
BRIDGE Wealth Management - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx5 dns*****@a***.com 80 81
Peak Financial Management 93 Worcester St Ste 101 Wellesley, MA 02481
78148xxxx0 chr**@p*************.com 4.1 9 5 2 123 157
Polaris Capital 125 Summer St Ste 1410, Boston, MA 02110 61795xxxx5 aho********@p*************.com
Kiley Michelle 20 Park Plz, Boston, MA 02116 61742xxxx7
Hellman Jordan Management Co 75 State St Ste 2420, Boston, MA 02109
61726xxxx0 ag@h************.com
Hertel & Konish Wealth Management Group of Wells Fargo Advisors Two International Pl, Fl 20 Boston, Boston, MA 02110
86631xxxx4
Batterymarch Financial Management 200 Clarendon St, Boston, MA 02116 61726xxxx0
Advanced Technology Ventures 500 Boylston St #1380, Boston, MA 02116
61785xxxx0 abe**@a*********.com
Merrill Lynch Wealth Management 100 Federal St Bsmt 6, Boston, MA 02110
61794xxxx0 ale*********@m*.com 3 2
Jeff D Montieth - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61731xxxx3 dns*****@a***.com
Segal Marco Advisors 116 Huntington Ave Ste 800, Boston, MA 02116
61742xxxx0 aam****@s******.com
Santander Bank 6 Francis St, Boston, MA 02115
87776xxxx5 a.a******@s************.com
New England Financial 501 Boylston St, Boston, MA 02116 61757xxxx0
Fenway Financial Advisors 20 Park Plz Lbby 4, Boston, MA 02116
61794xxxx2 cca****@f***************.com
Aaron Piscia - Financial Advisor, Ameriprise Financial Services 20 Park Plz Ste 439, Boston, MA 02116
50849xxxx0 aar*********@a***.com
TIAA Financial Services 33 Arch St Suite 1210, 12th floor, Boston, MA 02110
87755xxxx2 acc******************@t***.org 5 1
Fiduciary Trust Company 53 State St, Boston, MA 02109
61748xxxx0 a.b*****@f**************.com 5 2
Archer Bay Capital 62 Commercial Wharf Boston, MA 02110
61745xxxx9 jsm***@a***************.com 5 3 5 4
Scott Grenert - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx8 jef**********@r**.com
Merrill Lynch Financial Advisor Ari Stern Weber 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx0 ale*********@m*.com
Simple Tuition 268 Summer St Ste 502, Boston, MA 02210 61724xxxx0 cma*******@s************.com
Merrill Lynch Wealth Management 710 Washington St, Boston, MA 02111 61794xxxx3
Fidelity Investments 155 Congress St Boston, MA 02110
61736xxxx9 a61****@f*******.com 3.1 12 1.7 22 329112 353000
The LT Investment Group 53 State St Ste 3600, Boston, MA 02109
61772xxxx8 joh*******@c*.rbcwealthmanagement
MassMutual - Fan Pier Campus 10 Fan Pier Blvd, Boston, MA 02210
61769xxxx0 aah*****@m*********.com
Mission Wealth 1329 Highland Ave Needham, MA 02492
85558xxxx0 ach****@m************.com
Finer Financial & Tax 530 Loring Ave Ste 302 Salem, MA 01970
97874xxxx8 inf*@f*********.com
PSS Partners - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx5 abc*******@u**.com
Nathan Richard - Ameriprise Financial Services 60 Walnut St Ste 101B Wellesley, MA 02481
78177xxxx4 dns*****@a***.com 5 1
The Buckley Williams Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx2 and*****************@u**.com
Paul Timothy Connolly - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx0 abc*******@u**.com
The Vail Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx9
Robert Mosesian Jr., CFP - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, 1 Post Office Square # 33, Boston, MA 02109
61743xxxx3 abc*******@u**.com
Steve Benak - Registered Practice Associate, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx2 dns*****@a***.com
The SGR Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx4
Holm Investment Advisors 11 Norumbega Ct Auburndale, MA 02466 61796xxxx5
Bellew Wealth Management Group 53 State St Ste 3600, Boston, MA 02109
61772xxxx6 joh*******@c*.rbcwealthmanagement
Brown Advisory 100 High St 27th floor, Boston, MA 02110
61771xxxx0 aa@b************.com 725
Water Street Associates 117 Water St Boston, MA 02109
61751xxxx1 am@w*************.com 4.3 6 4.5 8
Grantham Mayo Van Otterloo & Co 40 Rowes Wharf Boston, MA 02110 61733xxxx0 1 1
Collins Financial Advisors 1 W Foster St Melrose, MA 02176
78166xxxx7
Merrill Lynch Financial Advisor Aviv Hod 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx2 ale*********@m*.com
Bollard Group 1 Joy St, Boston, MA 02108
61753xxxx9 ana******************@b******.com
The Charles River Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx3 abc*******@u**.com
Ameriprise Financial 197 8th St Ste 750, Charlestown, MA 02129
61724xxxx0 ame******************@a***.com
Bank of America Financial Center 161 Cambridge St Boston, MA 02114
61772xxxx0 ada*************@b***.com 2.9 19 2.9 9 886158
Stellah Tax Financial Consulting Firm Boston, MA 02108
50824xxxx4 inf*@s*********.com 5 1
Bernstein Investment Research & Management 53 State St, Boston, MA 02109
61778xxxx0 aak********@b********.com
John Rogers - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 3.01
Mainsail Advisor Group 480 Adams St Ste 1 Milton, MA 02186
61769xxxx5 cin**@m*******************.com
Michael Mackintire of Janney Montgomery Scott LLC 60 State St Suite 1350, Boston, MA 02109
61737xxxx4 aal******@j*****.com 5 1
Santander Bank 55 Summer St, Boston, MA 02110
87776xxxx5 ale*********@s*******************.com
Flagship Harbor Advisors 346 Commercial Street, Boston, MA 02109
85735xxxx9 aba*****@f*************.com 5.013
Tom Duval - Financial Advisor, Ameriprise Financial Services, LLC 121 Mt Vernon St, Boston, MA 02108
61736xxxx6
Ameriprise Financial Advisors 865 Providence Hwy Ste 200 Dedham, MA 02026 78125xxxx2
Molly Solari - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx1 lia********@r**.com 53 59
Lighthouse Capital 33 Arch St Ste 3200, Boston, MA 02110 78135xxxx4 adm**@a**********.com
Sage Advisory Group LLC 66 Beacon St, Boston, MA 02108 61736xxxx1
Merrill Lynch Financial Advisor Sean Kolloff 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx4 ale*********@m*.com
Merrill Lynch Financial Advisor Timothy J Sullivan 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx6 ale*********@m*.com
Professional Planners Inc 20 Park Plz, Boston, Ma 02116
61794xxxx6 ada**@f*************.com
Mitchell Riesenberger - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx1
The Cotter Schena Group - UBS Financial Services Inc. One Post Office Square 35th Floor, Boston, MA 02109
61726xxxx9 abc*******@u**.com
Fleetstar Financial 535 Boylston St Ste 601, Boston, MA 02116
61723xxxx0 ale*@f********.com
Optio Wealth Management Group - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Peter Laird - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx6
Shannon Toner - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx0
Acceleration International 21 Milk St Ste 5, Boston, MA 02109
61755xxxx3 gm@a**************.com
Baystate Fiduciary Advisors 101 Federal St Suite 1900, Boston, MA 02110
86641xxxx5 dns******@c********.com
Legacy Wealth Management 126 N Washington St Boston, MA 02114 61751xxxx0
Merrill Lynch Financial Advisor Ari Stern Weber 100 Federal St 16th Floor, Boston, MA 02110
61794xxxx0 ari*********@m*.com
McEntee, Michael 60 State St, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Kelly Financial Services LLC 10 Forbes Rd #130, Braintree, MA 02184
78184xxxx0 bet**@k*************.org 4.7 80
Rise North Capital 25 Braintree Hill Office Park Ste 403 Braintree, MA 02184
78151xxxx9 bor***@r***************.com 4 4 305 15 320
Santander Bank 176 Federal St, Boston, MA 02110
87776xxxx5 aar**@s************.com
Payden & Rygel 265 Franklin St Ste 1603, Boston, MA 02110
61780xxxx0 aha****@p*****.com
John Scribner, CFA - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx0 abc*******@u**.com
Hannah Doherty - UBS Financial Services Inc. One Post Office Square, 32nd and 33rd floor, Boston, MA 02109
61743xxxx6 ali************@u**.com
McAdam Financial 84 State St Ste 1040, Boston, MA 02109
85726xxxx9 aar**@m*******.com 4.9 88 252
5 72
Matthew Bechtel, CFP® - UBS Financial Services Inc. One Post Office Square, 32nd and 33rd floor, Boston, MA 02109
61743xxxx5 ade********@u**.com
Steven Smith - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx1
Bernstein Investment Research & Management 50 State St, Boston, MA 02109
61778xxxx0 aak********@b********.com
Merrill Lynch Financial Advisor Robert A. White 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx9 ale*********@m*.com
Integritas Financial Advisors 346 Commercial St, Boston, MA 02109 97898xxxx4 5 3
David Poulin - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx8 rbc*********@r**.com
Merrill Lynch Financial Advisor Brian Carney 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx1 ale*********@m*.com
Solari Financial Planning 10 Post Office Square Fl 8 Boston, MA 02109
60347xxxx8 joh*@s**************.com 5 4
Leslie Torres-Arias - M&T Bank 1 Post Office Sq 32nd Fl, Boston, MA 02109
97880xxxx2 aga***@m**.com
Ameriprise Financial Advisors 35 Highland Cir Ste 300 Needham Heights, MA 02494
78144xxxx5 ame****************@e*.ameriprise
Merrill Lynch Financial Advisor Renee M Burns 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx6 ari*********@m*.com
Merrill Lynch Financial Advisor Daniel G Heyman 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx8 ale*********@m*.com
Ameriprise Financial Advisors 100 Grandview Rd Braintree, MA 02184 78135xxxx6
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
61773xxxx8 a.j*********@e**********.com 86724 98000
Heritage Financial Services 100 Lowder Brook Dr Ste 1000 Westwood, MA 02090
78122xxxx4 aal*******@h****************.net 5 2 266 3 269
U.S. Wealth Management 30 Braintree Hill Office Park Suite, 201 Office Park Suite, 201 Braintree, MA 02184
78184xxxx0 ada**@u*****************.com
Spring Creek Investment Advisors 46 Austin St Hyde Park, MA 02136 61743xxxx7
Thomas Wood, CFP - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx7 abc*******@u**.com
The Harborside Wealth Management Group - UBS Financial Services Inc. One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109
61743xxxx3 abc*******@u**.com
Aureus Asset Management 1 Winthrop Sq, Boston, MA 02110
61772xxxx0 amc***@a***********.com
Elm Tree Capital 18 Shipyard Dr Ste 2A Hingham, MA 02043
78123xxxx2 eri*@e*************.com
Charter Capital Mgmt Inc 176 Federal St Fl MEZZ, Boston, MA 02110
61743xxxx5 aca**@c********.com
Caroline Hill 500 Boylston St #1300, Boston, MA 02116
85750xxxx0 abc***@r*****.com
True North Wealth Management - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx1
Glen Capital Partners LLC 31 St James Ave, Boston, MA 02116
61722xxxx0 gsu***@g**********.com
Choate Investment Advisors 2 International Pl, Boston, MA 02110
61797xxxx0 aan******@c*****.com 3.113
Northland Investments 160 State St, Boston, MA 02109
61722xxxx5 aan*******@n********.com
Chestnut Hill Wealth Management Group 75 Arlington Street 10th Floor, Boston, MA 02116
61784xxxx1 dav*********@c****.com 1 1
Trillium Asset Management 60 South St Ste 1100 Two Financial Center Boston, MA 02111
61742xxxx5 ajo*******@t*************.com 5 2
Hara Dean 342 Commercial St # C-1, Boston, MA 02109 78143xxxx6
Impact Private Wealth Group 53 State St Suite 3600, Boston, MA 02109
61772xxxx2 gab**************@r**.com 2 2
Rockport Capital Partners 160 Federal St Fl 18, Boston, MA 02110
61791xxxx0 ayo****@r**********.com
Fbr & Co 1 International Pl, Boston, MA 02110
61795xxxx3 aal*****@f**.com
Moody Lynn & Co 1 Boston Pl Ste 3700A, Boston, MA 02108
61797xxxx0 ama*******@m********.com
Painewebber 1 Post Office Sq, Boston, MA 02109 61735xxxx5
The Wartosky Group, LLC 84 State St, Boston, MA 02109 61722xxxx0 3.7 3
Fawcett Daniel W 31 Milk St Ste 820, Boston, MA 02109
61733xxxx9 con****@p*************.org
Jonathan Salaciak - Registered Practice Associate, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx8 dns*****@a***.com
Tia McNamara - Financial Advisor, Ameriprise Financial Services 10 City Sq Ste 5TH, Charlestown, MA 02129
61758xxxx4 dns*****@a***.com
Edward Jones - Financial Advisor: Tom Crowley 1692 Massachusetts Ave Cambridge, MA 02138
61749xxxx0 a.j*********@e**********.com 1 1 85094
Bulger Capital 312 Stuart St, Boston, MA 02116 61767xxxx0
Congress Financial Corp Of New England 1 Post Office Sq Ste 3600, Boston, MA 02109
61733xxxx8 a.b********@w*********.com 155269
Singletary Wealth Management Group - UBS Financial Services Inc. One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109
61743xxxx6 abc*******@u**.com
Sentry Hill Financial Advisors 1 Beacon St Ste 25B, Boston, MA 02108
61753xxxx4 acc******@n*.com
Westview Capital Partners 125 High St Ste 2612, Boston, MA 02110
61729xxxx0 bmr@w********.com
Stern Agee 265 Franklin St Ste 310, Boston, MA 02110
61744xxxx3 age******@s*********.com
Merrill Lynch Financial Advisor Chris Hayden 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx3 ale*********@m*.com
Mark Balfour - Registered Practice Associate, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61758xxxx2 dns*****@a***.com
Munroe Morrow Wealth Management
Pension Reserves Invstmnt Mgmt 84 State St Ste 250, Boston, MA 02109
61794xxxx1 aab******@m********.com
Paceline Wealth Management 50 Milk Street, 16th Floor, Boston, MA 02110
61744xxxx2 jbo***@p*************.com 5 3
Boston Trust & Investment Management 1 Beacon St Ste 33, Boston, MA 02108
61772xxxx0 aau*******@b**********.com
American Express 101 Arch St, Boston, MA 02110
61734xxxx8 aar**@a**************.com 906416
Matthew Bechtel, CFP® - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx5 abc*******@u**.com
Bank of America Financial Center 65 Franklin St Boston, MA 02110
61745xxxx6 ada*************@b***.com 3.4 10 4 2 882101
Cantor Fitzgerald & Co Inc 145 High St, Boston, MA 02110
61773xxxx9 aad******@c*****.com 4.8 23 3376 22 3300
Peter Cotter - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx9 abc*******@u**.com
Sullivan Partners - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61724xxxx4
The Greater Boston Group - Morgan Stanley 28 State St 26th Floor, Boston, MA 02109
61758xxxx8 acm***********@m************.com
Erik Kotsopoulos - Financial Advisor, Ameriprise Financial Services, LLC 546 Tremont St, Boston, MA 02116
61742xxxx6 bri***************@a***.com
Sandra Gilpatrick 101 Federal St Fl 19 Boston, MA 02110
61731xxxx5 san**************@l**.com 5 7
Daniel Gurian, CFP®, CPWA® - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx5 abc*******@u**.com
Gary Bruno - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx6
Peter Cotter - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx9
Michael Alimi - Private Wealth Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx7 and*************@a***.com
Curtin and Associates - Ameriprise Financial Services 20 Park Plz Ste 439, Boston, MA 02116
87752xxxx2 aar*********@a***.com
Axiom Capital Group Inc 21 Custom House St Ste 240, Boston, MA 02110
61772xxxx4 ale******@a****************.com
Lake Street Advisors 101 Federal St Ste 2215, Boston, MA 02110
61730xxxx0 ali***@l*****************.com
Wells Fargo Advisors 8 Faneuil Hall Market Pl, Boston, MA 02109
61797xxxx5 a-w***************@w*****************.com
Venus Capital Managememt 99 Summer St Suite # M100, Boston, MA 02110
61742xxxx1 abe*****@f**********.com
Vincent Panzini - Financial Advisor, Ameriprise Financial Services, LLC 20 Park Plaza #439, Boston, MA 02116
87752xxxx2 aar*********@a***.com
Merrill Lynch Financial Advisor Gregory L. Wyman 100 Federal St 16th Floor, Boston, MA 02110
61794xxxx2 ban********************@m*.com
Bishop Asset Management LLC 20 Park Plaza, Boston, MA 02116 87770xxxx5
Frank X. Addonizio, CFP , CRPC , APMA 20 Park Plaza #439, Boston, MA 02116
61784xxxx0 dns*****@a***.com
Bender Hatch Insurance Agency 87 Wendell St Ste 4 Boston, MA 02110
61736xxxx0 789*************************************@w*****************.com 5 81 4.6 59 1763 1700
Bradford J Rindler - Platinum Financial Services Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 bra*************@a***.com
Unicorn Corporation 1 International Pl, Boston, MA 02110
61733xxxx0 jsm***@u**********.com
The Davis Team - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx0 abc*******@u**.com
José J. Rodriguez-Villalobos - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx1
John Scribner, CFA - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx0
RA Capital Management 200 Berkeley St 18th floor, Boston, MA 02116
61777xxxx0 aar****@r****.com 5 2
Jonathan Salaciak - Registered Practice Associate, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx8 dns*****@a***.com
Merrill Lynch Financial Advisor Mary B Mullin 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx8 ale*********@m*.com 5 1
US Trust 100 Federal St, Boston, MA 02110
80088xxxx4 aar************@u******.com
Santander Bank 67 Beacon St, Boston, MA 02108
87776xxxx5 aal***@s************.com 123919 1074 124000
Standish Asset Management Co 1 Boston Pl # 29, Boston, MA 02108 61724xxxx0 5 1
Merrill Lynch Financial Advisor Alex F Tanguay 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx0 ale*********@m*.com 3.02
Zachary Banas - Commonwealth Financial Group 101 Federal St Ste 800 Boston, MA 02110
41363xxxx2 mic**@m********.com
Merrill Lynch Financial Advisor Matthew P. Hart 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx8 ale*********@m*.com
Basis Point Group 470 Atlantic Ave, Boston, MA 02210
61773xxxx0 1c6*************************************@w*****************.com
Alibrandi Wealth Management - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx7 ben*******************@u**.com
William Wiseman - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Four Ponds Financial Planning 10 Post Office Sq Floor 8, Boston, Ma 02109
88828xxxx5 dav**@f*****************.com
Beacon Capital Partners 200 State St Ste 5, Boston, MA 02109
61745xxxx0 aar***********@c****.com 1093
Merrill Lynch Financial Advisor Matthew D Dwyer 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx6 ari*********@m*.com
Jonathan Danforth - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
97853xxxx1 abc*******@u**.com
New Star Financial Inc 500 Boylston St # 1250, Boston, MA 02116 61784xxxx0
TFC Financial 2 International Pl Ste 2500, Boston, MA 02110
61721xxxx0 ccr***@4******.us 2 1
Claro Advisors 100 High St Suite 950, Boston, MA 02110
80060xxxx8 aca*****@c************.com 5 20 93 1 95
Robert McAleer - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx3 ade********@u**.com
Fidelity Investments 801 Boylston St, Boston, MA 02116
80044xxxx8 a61****@f*******.com
Curtin and Associates - Ameriprise Financial Services, LLC 20 Park Plaza #465, Boston, MA 02116
87752xxxx2 aar*********@a***.com
Goldman Sachs & Co 125 High St #1700, Boston, MA 02110
61720xxxx0 aar***********@g***********.com 3 6 264198 306000
Swallow Jr, James, AGT 124 Main St, Charlestown, MA 02129
61733xxxx9 ame******************@a***.com
Justin Glucksman - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx1 ade*********@u**.com
Merrill Lynch Financial Advisor David Henesey 100 Federal St 17th Floor, Boston, MA 02110
61969xxxx5 ari*********@m*.com
Concord Wealth Management 2 Adams Pl Ste 110 Quincy, MA 02169
61798xxxx0 inq****@c**************.com
Impact Investment 60 State St, Boston, MA 02109
61787xxxx1 sb.*******@i**************.com
Patrick Dunk 28 State St, Boston, MA 02109
a.p*****@c***********.com
McGovern Financial Management of Janney Montgomery Scott LLC 60 State St Suite 1350, Boston, MA 02109
61737xxxx5 acr*******@j*****.com 106
Gannett Welsh & Kotler 222 Berkeley St, Boston, MA 02116
61723xxxx0 bpi*****@g*****.com
The Nolan Group - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Mesirow Financial Inc 265 Franklin St # 1600, Boston, MA 02110
61723xxxx0 aab******@m***************.com 5 1
Pinnacle Financial Advisors 213 Elm St Dedham, MA 02026 78132xxxx4
David C. Grosek - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61726xxxx4 abc*******@u**.com
Stephen Craig - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx7 dns*****@a***.com
Sturman Financial 50 Congress St Ste 245, Boston, MA 02109
61787xxxx0 aar**********@l*******.com 1490 25
Kaleel Co 77 Franklin St Ste 501, Boston, MA 02110
61733xxxx7 bka**@k************.com 169524 141 190000
Charles Schwab 121 Congress St, Boston, MA 02110
61753xxxx0 aar********@s*****.com
American Express Financial Advisors Braintree, MA 02184 78184xxxx0
Independent Financial Advisor Tim Hayes 39 Braddock Park, Boston, MA 02116
50827xxxx7 tim******@c****************.com 5 3 72 76
Pioneer Balanced Fund 60 State St Fl 20, Boston, MA 02109
61742xxxx7 joh*@p***********.com
Mitchell Riesenberger - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx1 abc*******@u**.com
Monarch Partners Asset Mgmt 2 International Pl Ste 2500, Boston, MA 02110
61721xxxx0 cr@v*********.us 2 1
Michael McEntee - Private Wealth Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx8 dns*****@a***.com
Carleton Wealth Management - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx6 abc*******@u**.com
GW&K Investment Management 222 Berkeley St #15, Boston, MA 02116
61723xxxx0 ade****@g********.com 5 1
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, Suite 100, Boston, MA 02114
61722xxxx6 a.j*********@e**********.com 4.3 6 83537
4.5 6
Hancock Natural Resource Group 26 High St, Boston, MA 02110
61774xxxx0 dns*********@m*******.com
Painewebber 100 Federal St Fl 27, Boston, MA 02110 61742xxxx1
Kevin Thurston - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx8 ade********@u**.com
Berylson Capital Partners 200 Clarendon St Ste 5000, Boston, MA 02116
61744xxxx0 jbe******@b*******.com
The MPD Boston Harbor Wealth Management Group - Morgan Stanley 28 State St 27th Floor, Boston, MA 02109
61758xxxx7 acc**********@m************.com
Multi Professional Consultants, LLC 53 Morris St, Everett, MA 02149
61738xxxx7 con********@m*****************.com 328 7
Flybridge Capital Partners 500 Boylston St Ste 17, Boston, MA 02116
61730xxxx5 ago******@g***************.com 72 9 84
The Buckley Williams Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx2 abc*******@u**.com
Merrill Lynch Financial Advisor Christopher Ferreira 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx9 ale*********@m*.com
Bunker Hill Capital LP 260 Franklin St Ste 1860, Boston, MA 02110
61772xxxx0 ang***@b****************.com
Cheryl Gross & Associates 36 Bromfield St, Boston, MA 02108
61742xxxx1 cag****@c************.com
The Swett Wealth Management Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx4
Ameriprise Financial Advisors 2 Constitution Plaza 1st Fl Charlestown, MA 02129 61724xxxx0
Brighton Jones 131 Dartmouth Street, 3rd Floor, Boston, MA 02116
61794xxxx4 acc*******@b************.com 5 19 599
Lantern Financial LLC 50 Franklin St, Boston, MA 02110
61748xxxx0 aja*@l****************.com
Abacus Financial Advisors 339 Massachusetts Ave Arlington, MA 02474 78164xxxx8
Ameriprise Financial 124 Main St, Charlestown, MA 02129
61733xxxx3 ame******************@a***.com
Derby and Company 7 Wells Ave Newton, MA 02459
61752xxxx0 bur****@d******.com 5 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
Angelica Cronk 40 Summer St, Boston, MA 02110
61758xxxx7 abc*******@c***********.com
PUREfi Wealth 10 Post Office Square suite 710, Boston, MA 02109
61748xxxx0 con****@p***********.com
Lewin Wealth Management Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx2 alb************@u**.com
Martingale Asset Mgmt 222 Berkeley St Ste 1900, Boston, MA 02116 61742xxxx0
Eric Hoertdoerfer - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx4
Ryan Gallagher - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com
John Rogers - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com 101
TIAA Financial Services 97 Mt Auburn St Cambridge, MA 02138
86684xxxx4 acc******************@t***.org 5 2 3.7 3
Single Point Partners 277 Dartmouth St 4th Floor, Boston, MA 02116
61760xxxx0 abr****************@s****.com 21 4 26
Mass Development 160 Federal St Fl 7, Boston, MA 02110
61745xxxx7 aca****@m**************.com
Monleon Cook Pardy Team - UBS Financial Services Inc. One Post Office Square 35th Floor, Boston, MA 02109
61724xxxx4 5.02
State Street Corp 1 Lincoln St, Boston, MA 02111
61720xxxx7 aal******@s**********.com
Retirement Financial Group 200 Clarendon Street., Boston, MA 02116
61723xxxx6 dst****@t**********.com
The Patriots Hill Wealth Management Group - Morgan Stanley 28 State St 26th Floor, Boston, MA 02109
61758xxxx1 acm***********@m************.com
Edelman Financial Engines 57 Wells Ave Ste 31 Newton, MA 02459
83375xxxx3 aar**@e**********************.com
Edward Jones - Financial Advisor: Andrew B Ball 419 Boylston St Ste 702 Boston, MA 02116
61726xxxx2 a.j*********@e**********.com
Cargill Investment Group 99 Summer St Ste 1720, Boston, MA 02110 61789xxxx0
Diversified Business Advisors 45 Walnut St, Ayer, MA 01434
61750xxxx0 jos***@e********.net
Rockefeller Capital Management 500 Boylston St Ste 1300, Boston, MA 02116
85750xxxx0 abc****@r*****.com
The Uva Wealth Management Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx1
Mayo Capitol 40 Rowes Wharf, Boston, MA 02110 61744xxxx4 ang**********@m**********.com
Maryanne Waldman - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx8 wms**********@r**.com 14802 16000
Merrill Lynch Financial Advisor David B Smith 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx8 ale*********@m*.com
Heather Gelchion 500 Boylston St #1300, Boston, MA 02116
85750xxxx0 abu***@r*****.com
Social Finance, Inc. 30 Federal St, Boston, MA 02110
61793xxxx0 aak****@s************.org
Evelina Fitzgerald 200 State St Ste 10TH, Boston, MA 02109
61768xxxx2 abc*******@t*.com 844708 7550 850000
Edward Jones - Financial Advisor: J Neil Parsons 419 Boylston St #702, Boston, MA 02116
61726xxxx2 a.j*********@e**********.com
Merrill Lynch Financial Advisor William S Deacon 440 Boylston St, Boston, MA 02116
61794xxxx4 ale*********@m*.com
Method Advisors 192 South St Ste 600, Boston, MA 02111
61742xxxx0 cxx@m*************.com
Moody Lynn & Co 1 Boston Pl Ste 3700A, Boston, MA 02108
61797xxxx0 ama*******@m********.com
The Callanan Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61726xxxx6 abc*******@u**.com
The Nolan Group - Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com 11
Integritas Financial Advisors - Temp. CLOSED 346 Commercial St, Boston, MA 02109 97898xxxx4 5 3
Forward Funds 75 Federal St, Boston, MA 02110
61775xxxx0 awa**@i***************************.com
Owen Dugan Jr. - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx1 and*****************@u**.com
Alex Davis - RBC Wealth Management Financial Advisor 75 State St Suite 1700, Boston, MA 02109 61772xxxx1 gra**********@r**.com 46 48
Harris Rosenheim, CFP, AWMA - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx4
Artemis Financial Advisors 115 Newbury St Ste 302, Boston, MA 02116
61754xxxx0 agu******@a**************.com 5 3 144 152
Daniel Gurian, CFP®, CPWA® - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx5
Bromfield Financial Advisory Group 10 Rogers St Ste 100, Cambridge, MA 02142
61725xxxx0 eri*@b***************.com
Leilani Germain - Private Wealth Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com 54 58
Matte June 99 Summer St Ste 1020, Boston, MA 02110 61733xxxx4
342 346 Commercial St 342 Commercial St, Boston, MA 02109 85736xxxx2 ant*******@a***.com
The Charles River Group - UBS Financial Services Inc. One Post Office Square 32nd and 33rd floors, Boston, MA 02109
61743xxxx3 ade********@u**.com 5.01
Aertsen Ventures LLC 175 W Brookline St, Boston, MA 02118
61786xxxx4 g.a******@a**************.com
Merrill Lynch Financial Advisor Patrick Malone 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx0 ale*********@m*.com
Akers Stephen L 3 Center Plz, Boston, MA 02108 61722xxxx0
Edelstein & Company 160 Federal St Fl 9 Boston, MA 02110
61722xxxx1 4 3 1 1
Timothy Nolan - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx1 dns*****@a***.com
Revere Securities 160 State St, Boston, MA 02109
85745xxxx2 ash***@r***************.com
Armstrong Advisory Group 144 Gould St Needham, MA 02494
78143xxxx1 chr******@i************.com 2.3 3 1290 39
Baird Global Investment Banking 500 Boylston St Suite 2550, Boston, MA 02116
88866xxxx1 aac*****@r******.com 5 1 7858 916
JMP Securities 260 Franklin St Ste 1520, Boston, MA 02110
61723xxxx0 aca**@j***.com
Atlantic Investment Advisors 50 Rowes Wharf Boston, MA 02110 61757xxxx3
Connors Hudak and Associates 10 City Sq, Charlestown, MA 02129
61758xxxx5 dns*****@a***.com
Boston Portfolio Advisers, LLC 6 Beacon St #725, Boston, MA 02108
61722xxxx7 inf*@b**********************.com
Kolton Wood Wealth Management - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx7 abc*******@u**.com
Lewin Wealth Management Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx2
Riverside Partners 699 Boylston St # 14, Boston, MA 02116
61735xxxx0 aga**@r****************.com
Leegoir Berthaud 40 Summer St, Boston, MA 02110
61772xxxx4 lee***************@c***********.com
U.S. Trust 100 Federal St, Boston, MA 02110
80088xxxx4 aar************@u******.com
Merrill Lynch Financial Advisor Nathaniel C. Raynor 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx6 ari*********@m*.com
Keith Hapenney 160 Gould St Ste 205 Needham, MA 02494
50881xxxx1 a@l*********.com 4.6 11
James William Buzgo - Private Wealth Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com 80 81
Merrill Lynch Financial Advisor Donald J. Hannan 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx6 ale*********@m*.com
Merrill Lynch Wealth Management 125 High St, Boston, MA 02110
61794xxxx8 aas***********@m*.com
Drew London - Associate Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx5 dns*****@a***.com
The Neill Zalcman Wealth Management Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx8
Merrill Lynch Private Wealth Management 1 Federal St, Boston, MA 02110
61794xxxx0 ale*********@m*.com 5 1
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
LMCG Investments 201 Washington St, Boston, MA 02108
61738xxxx0 abi*****@l***.com
Merrill Lynch Financial Advisor Brian Callahan 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx3 ale*********@m*.com
Hercules Technology Growth Capital 31 Saint James Ave, Boston, MA 02116
61731xxxx3 aay***@h***.com
Sagebroadview Wealth Management 2 Burlington Woods Dr Ste 100 Burlington, MA 01803
78122xxxx8 axx******@s************.com
Alex Sugar 53 State St Ste 3600, Boston, MA 02109
61772xxxx0 gra**********@r**.com 46 48
Ameriprise Financial Advisors - Petrik And Associates 500 Granite Ave Milton, MA 02186 61729xxxx0
Steven Scher - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx4 abc*******@u**.com
Palmero Nicholas Jr Investment Advisor 10 Post Office Sq Boston, MA 02109 61742xxxx0
Tiaa Cref 1 Beacon St, Boston, MA 02108
61722xxxx0 a.-*****@t***.org 90959 524 91000
Fiduciary Wealth Partners 177 Huntington Ave 20th floor, Boston, MA 02115
61760xxxx0 eri*@f********.com 43 3
The Boston Collective Group - Morgan Stanley 28 State St 35th Fl, Boston, MA 02109
61757xxxx6 acm***********@m************.com 4.01
Erik Carleton - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61724xxxx6
Boston Common Asset Management 84 State St, Boston, MA 02109
61772xxxx7 ado*****@b****************.com
Lexington Wealth Management 12 Waltham St Lexington, MA 02421
78186xxxx5 a-r**************@l**************.com 5 2 83 34 99
The Neill Zalcman Wealth Management Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61726xxxx8 abc*******@u**.com
Merrill Lynch Financial Advisor David A. Wyman 100 Federal St 16th Floor, Boston, MA 02110
61794xxxx7 ban********************@m*.com
The Boston Seaport Group - Morgan Stanley 28 State St 32nd Fl, Boston, MA 02109
61747xxxx3 acm***********@m************.com 4.01
Frodo Feng 580 Washington St, Boston, MA 02111
61759xxxx4 abc*******@c***********.com
Baum Wealth Advisors - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 d.b***@a***.com 52 57
Keefe Bruyette & Woods Inc 225 Franklin St Ste 1720, Boston, MA 02110
61784xxxx7 aax***@k**.com
Jonathan Karelitz - Morgan Stanley 950 Winter St Ste 2400 Waltham, MA 02451
78152xxxx5 erp******@m**************.com 5 1
Choate Investment Advisors 24 Federal St Fl 10, Boston, MA 02110
61797xxxx0 ade********@b****************.com
Core Investments 41 West St Fl 8, Boston, MA 02111
61742xxxx0 ade**@c*****************.com
Santander Bank 61 Harrison Ave, Boston, MA 02111
61729xxxx1 aar**@s************.com 2.9 14
Ameriprise Financial Advisors 342-346 Commercial St Unit C-1 Boston, MA 02109
78143xxxx6 dns*****@a***.com
Pillar Financial Advisors 404 Wyman St Ste 210 Waltham, MA 02451
78189xxxx2 bcg****@p**************.com
David Messaline - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx2 rbc*********@r**.com 3.02
Santander Bank 100 Oliver St, Boston, MA 02110
61743xxxx1 a.a******@s************.com
Phil Perry, Keenan Financial 11 Beacon St 12th Floor, Boston, MA 02108
61721xxxx5 ben***********@k**************.com
Santander Bank 769 Washington St, Boston, MA 02111
87776xxxx5 bro****@s************.com
Merrill Lynch Financial Advisor Geoffrey W Soper 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx9 ari*********@m*.com
Morgan Stanley Wealth Management 6 Soldiers Field Park, Boston, MA 02163
21276xxxx8 aal*******@m************.com
LaPointe Wealth Management - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx5 abc*******@u**.com
Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx9 acm***********@m************.com
Parker Wiseman - Financial Advisor, Ameriprise Financial Services, LLC 60 State St, Ste 2100, Boston, MA 02109
61791xxxx4 dns*****@a***.com
Baystate Financial 1 Marina Park Drive 16th Floor, Boston, MA 02210
61758xxxx0 aac*****@b****************.com 3.4 5
Carson Wealth 100 Summer St Ste 1600 Boston, MA 02110
88844xxxx5 abr****@c***********.com 2008 47
Smith-Petersen Douglas R 175 Federal St, Boston, MA 02110 61748xxxx0
Merrill Lynch Financial Advisor Lei-Choon Ong 440 Boylston St, Boston, MA 02116
61769xxxx7 ale*********@m*.com
Team Carey McKeever - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx5 abc*******@u**.com
O’sullivan & Raimondo Wealth Management 300 Granite St Braintree, MA 02184 78135xxxx0
Berylson Capital Partners 200 Clarendon St Fl 55, Boston, MA 02116
61744xxxx0
Merrill Lynch Financial Advisor David A Barcomb 100 Federal St 17th Floor, Boston, MA 02110
94136xxxx2 ale*********@m*.com
Boston Capital Wealth Management of Raymond James 225 Franklin St, Boston, MA 02110
88879xxxx8 aar************@r***********.com
Levenson Wealth LLC
61752xxxx3 inf*@l*************.com
E F Financial 118 Milk St, Boston, MA 02109
61772xxxx5 inf*@e***********.com 4.01
iCapital LLC 62 Plympton St, Boston, MA 02118
61754xxxx0 clo******@i******.us
Edelman Financial Engines 25 Burlington Mall Rd Ste 405 Burlington, MA 01803
83375xxxx3 aar**@e**********************.com 2 1 18429 16 19864
The Harborside Wealth Management Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx3
Chris Shukie - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61726xxxx6 abc*******@u**.com
Merrill Lynch Financial Advisor Elaine W Uttaro 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx6 ban********************@m*.com
Value ACT Capital Management 265 Franklin St Lbby 3, Boston, MA 02110
61753xxxx1 aos*****@c*************.com
McAdam Financial 27 School St Ste 500, Boston, MA 02108
85726xxxx9 a.c***********@m*******.com 272 285
5 2
Pilothouse Wealth Planning - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx2 dns*****@a***.com 4.73
Compass Capital Corp 50 Braintree Hill Park Ste 105 Braintree, MA 02184
78153xxxx3 ali***@c*************.co
The Swett Wealth Management Group of UBS 1 Post Office Square 36th floor, Boston, MA 02109
61743xxxx4 ben*******************@u**.com
Kevin Hawkinson - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx3 kev************@r**.com
Northwestern Mutual: Civic Financial 20 Newbury St floor 3, Boston, MA 02116
61740xxxx1 acc******@n*.com 5 11 152 3 157
Egan Managed Capital L & P 30 Federal St Fl 4, Boston, MA 02110 61769xxxx0 agr*****@e**********.com
LEVATUS Wealth Services 115 Newbury St Suite 503, Boston, MA 02116
61750xxxx0 lev****@l************.com 5 3
Mills & Goldberg Financial 60 State St Ste 700, Boston, MA 02109 61749xxxx7
Cambridge Financial Advisors 124 Mount Auburn St Cambridge, MA 02138 61757xxxx5
Matthew Antonellis - Private Wealth Advisor, Ameriprise Financial Services 10 City Sq Ste 5TH, Charlestown, MA 02129
61758xxxx1 dns*****@a***.com
Fidelity Investments 200 Technology Sq Ste 101, Cambridge, MA 02139
80027xxxx0 a61****@f*******.com
Edward Jones - Financial Advisor: James Hill 419 Boylston St Ste 702 Boston, MA 02116
61726xxxx2 a.j*********@e**********.com 87286 99000
Winslow Evans & Crocker 175 Federal St Ste 600, Boston, MA 02110
61789xxxx0
Santander Bank 125 Causeway St, Boston, MA 02114
61722xxxx6 aar**@s************.com
Kellie D Jacques - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx1 dns*****@a***.com
American Express Financial Advisors Inc 2 Constitution Plz, Charlestown, MA 02129 61724xxxx7 ame******************@a***.com
Charles Beynon, Financial Advisor / CFP - Seacoast Financial Planning 127 Main St Ste 8, Boston, MA 02129
61724xxxx6 all**************@a***.com
Modera Financial Advisors & Financial Planners 535 Boylston St Boston, MA 02116
61724xxxx8 adv***@m***********.com 90 110
Colonial Wealth Managment 265 Franklin St Ste 1600 Boston, MA 02110
61777xxxx6
Santander Bank 2 Meridian St, East Boston, MA 02128 61756xxxx8
Miller David P Certified Public Accountant 84 Lewis St Lynn, MA 01902 78159xxxx0 dav**@d*****.net 5 5 4 1
Heritage Financial Services 600 Unicorn Park Dr Ste 203 Woburn, MA 01801
78125xxxx4 aal*******@h****************.net 4.5 2
Artemis Financial Advisors 54 Chandler St, Boston, MA 02116
61754xxxx0 agu******@a**************.com 5 3 143 152
Merrill Lynch Financial Advisor Sean Lynch 100 Federal St 16th Floor, Boston, MA 02110
61794xxxx0 ale*********@m*.com
Citizens Bank 217 Adams St Dorchester, MA 02122
61728xxxx7 aar*********@c***********.com 2.5 15 1 3
Commonwealth Financial Group 280 Congress St Ste 1300, Boston, MA 02210
61743xxxx9 con*******@f*************.com
Uva, Marsden Wealth Management Group - UBS Financial Services Inc. One Post Office Square 35th Floor, Boston, MA 02109
61743xxxx1 abc*******@u**.com
Santander Bank 30 Winter St, Boston, MA 02108 61733xxxx4 a.a******@s************.com 123797 1106 124000
The Dillon Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx5 abc*******@u**.com
Michael Szablak, CFP - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx1
Ameriprise Financial 546 Tremont St, Boston, MA 02116
61742xxxx6 ame******************@a***.com
Stifel - KB Wealth Management Group 20 William St Ste 330 Wellesley, MA 02481
78123xxxx1
Congress Asset Management 2 Seaport Ln Ste 500, Boston, MA 02210
61742xxxx0 bri*@t****************.org 325
Debt Consolidation 123 Newbury St Unit 3, Boston, MA 02116
61733xxxx8 chr********@d********************.com 7782 7200
Santander Bank 400 Tremont St, Boston, MA 02116
87776xxxx5 aar**@s************.com
Santander Bank 1 International Pl, Boston, MA 02110
61743xxxx1 a.a******@s************.com 123919 1074 124000
Commonwealth Planning Group 101 Federal St STE 800, Boston, MA 02110
61752xxxx0 inf*@p**********.com
The Seidman and Bevis Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx1 abc*******@u**.com
Michael Alimi - Private Wealth Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx7 and*************@a***.com
RLT Wealth Management - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 bry********@a***.com
Bill Franklin and Hannah Doherty - UBS Financial Services Inc. One Post Office Square, 32nd and 33rd floor, Boston, MA 02109
61743xxxx6 ade********@u**.com
Ropes Wealth Advisors 800 Boylston St, Boston, MA 02199
61795xxxx0 bre*********@r**********.com
Lincoln Financial Advisors 125 Summer St Ste 1400 Boston, MA 02110
61772xxxx0 adm********@l**.com
Merrill Lynch Financial Advisor William C. McConnell IV 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx9 ale*********@m*.com
Power 10 Advisory Partners 1 Beacon St Ste 25A, Boston, MA 02108
61774xxxx0 adm*******@c*****.com
Merrill Lynch Financial Advisor Diane I Rooney 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx8 ale*********@m*.com
Quarry Capital Partners Lic 93 Summer St, Boston, MA 02110
61757xxxx7 aan******@s*************.com
Little McLeod Valentine Wealth Management Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx9
Robert McAleer - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx3 abc*******@u**.com
Merrill Lynch Financial Advisor Matthew C Cox 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx7 ale*********@m*.com
Brian Gerhardson - Private Wealth Advisor, Ameriprise Financial Services, LLC 546 Tremont St, Boston, MA 02116
61742xxxx6 bri***************@a***.com 189 8 190
Knowlton, Knowlton & Larsen 500 Boylston St Ste 1300, Boston, MA 02116
85750xxxx9 abc****@r*****.com
Mason Albert D 50 Congress St, Boston, MA 02109
61745xxxx8 ebr***@m************.com
BRIDGE Wealth Management - Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx5 dns*****@a***.com 80 81
John Curtin - Private Wealth Advisor, Ameriprise Financial Services 20 Park Plz Ste 439, Boston, MA 02116
87752xxxx2 aar*********@a***.com
Boston Family Advisors, LLC 118 Newbury St, Boston, MA 02116
61796xxxx4 cha****@b*******************.com
Sageview Advisory Group 101 Tremont St Ste 316, Boston, MA 02108
61798xxxx0 ach**@s***************.com
Claire E Soja - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com
Greer-Rodriguez Advisors - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx2 abc*******@u**.com
The Cotter Schena Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61726xxxx9 abc*******@u**.com
Santander Bank 575 Boylston St, Boston, MA 02116
61726xxxx7 ale*********@s*******************.com
Paceline Wealth Management 61744xxxx2
Chris Shukie - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx6
Michael Mackintire of Janney Montgomery Scott 60 State St Ste 1350, Boston, MA 02109
61737xxxx4 acr*******@j*****.com
Balmuth Michael 125 High St # 25, Boston, MA 02110 61762xxxx0
Merrill Lynch Financial Advisor D. Patrick Dapic 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx5 ari*********@m*.com
Appleton Partners Inc 1 Post Office Square, Boston, MA 02109
61733xxxx0 acl****@a***************.com 5.04
Stephen Craig - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx7 jon**************@a***.com
Canaccordgenuit 99 High St, Boston, MA 02110
61754xxxx1 aad*****@c***************.com
Private Wealth Management - Boston, MA - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx0 abc*******@u**.com
Covestor, Inc. 175 Federal St, Boston, MA 02110
85523xxxx1 aig***@c*******.com 1200
Santander Bank 587 Boylston St, Boston, MA 02116
87776xxxx5 bro****@s************.com
Ouellette Wealth Management Group 35 Bedford St Ste 18 Lexington, MA 02420 78186xxxx6
Santander Bank 1 Science Park, Boston, MA 02114
87776xxxx5 ach**@s************.com
Timber Creek Capital Management 44 School St Rm 410, Boston, MA 02108
61772xxxx5 b.b****@t******************.com
Morgan Stanley Wealth Management 53 State St, Boston, MA 02109 61758xxxx0
Julian B Morris - Concierge Wealth Management 346 Commercial St Boston, MA 02109
61760xxxx6 jb@c**********.com 5 13 5 1
The Gold Wealth Management Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61726xxxx2 abc*******@u**.com
Beyond Your Hammock Boston, MA 02109
97827xxxx5 eri*@b****************.com 5 19 5 1 906 100 940
Ameriprise Financial 2 Constituion Bch, Boston, MA 02128 61724xxxx0
Vestar Capital Partners Inc 200 Clarendon St Fl 55, Boston, MA 02116
61724xxxx0 abe****@v************.com
Edward Jones - Financial Advisor: Christopher C Cinella 502 Main St Melrose, MA 02176
78166xxxx5 a.j*********@e**********.com 3
Freedom Trail Financial 376 Boylston St Ste 502 Boston, MA 02116
61724xxxx2 bdr*******@f********************.com 325 5
The Boston Group at Morgan Stanley 125 High St 24th fl, Boston, MA 02110
61747xxxx0 acm***********@m************.com
William N Ryan, CFP 858 Washington St, Unit 100 Dedham, MA 02026
61748xxxx0 adm**@r*****.com 4.8 5 4.2 13
Loring Wolcott & Coolidge 230 Congress St #12, Boston, MA 02110
61752xxxx1 ahi****@l********.com 5 2
The Davis Team - UBS Financial Services Inc. One Post Office Square 35th Floor, Boston, MA 02109
61724xxxx0 abc*******@u**.com
State Street Corp 2 Avenue De Lafayette, Boston, MA 02111 61748xxxx6 aal******@s**********.com
Merrill Lynch Financial Advisor Lily Wang 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx4 ban********************@m*.com
Consensus Advisors 73 Newbury St Ste 402, Boston, MA 02116
61743xxxx0 a@c****************.com
Solari Financial Planning, Llc 10 Post Office Sq, Boston, MA 02109
60347xxxx8 joh*@s**************.com 5 4
Bowers Bruce H Investment Advisor 450 Washington St Dedham, MA 02026 78146xxxx7
Hoy/Sherwood Wealth Management Group - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx6 ade********@u**.com
Bromfield Financial Advisory Group 10 Rogers St Ste 102, Cambridge, MA 02142
61725xxxx0 eri*@b***************.com
Alternative Capitalis, LLC 71 Commercial St # 254, Boston, MA 02109
55125xxxx6 aad***@a***********.com
College Funding Services Beverly, MA 01915
97860xxxx9 bi**@i****************.com 4 1
Welch & Forbes LLC
Compass Planning Associates 3 Center Plz Ste 400, Boston, MA 02108
61752xxxx6 aus***@c**************.com
5 1
Eric Hoertdoerfer - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx4 abc*******@u**.com
Bernstein Global Wealth Management 53 State St, Boston, MA 02109
61778xxxx0 aar******@a****************.com
Stifel Nicolaus & Company Inc 125 High St Fl 17, Boston, MA 02110
61743xxxx3 abb****@s*****.com
Edward Jones - Financial Advisor: Jackie Wilson 659 Washington St Ste 1 L Braintree, MA 02184
78184xxxx8 a.j*********@e**********.com 84241
Netherlands Foreign Investments Agency 20 Park Plz Ste 524, Boston, MA 02116 61742xxxx4
Boston Family Office 500 Boylston St #1300, Boston, MA 02116
85750xxxx0 abc***@r*****.com
Parlin Investments 99 High St Ste 10, Boston, MA 02110
61726xxxx0 ade*****@b******.com
Revolution Wealth Advisors Christian Science Center- Belvidere/ Dalton, Suite 1440, Boston, MA 02110
61775xxxx4 ada**********@a**********.com 5.01
Unicorn Corporation 1 International Pl Ste 1425, Boston, MA 02110
61733xxxx0 nre****@u**********.com
Munroe Morrow Wealth Management 346 Commercial Street, Boston, MA 02109
61760xxxx8 bri*****@m*****************.com 4.7 15
Schwartz & Schwartz, PC 8 Cedar St Ste 54 Woburn, MA 01801
78193xxxx5 adm**@s******************.com 4.9 146 3.6 8 91 5 96
CAPTRUST 1 Liberty Sq 13th Floor, Boston, MA 02109
61734xxxx0 aar*********@c*******.com 445 62 569
Charles M Beynon - Private Wealth Advisor, Ameriprise Financial Services 127 Main St Ste 8, Boston, MA 02129
61724xxxx6 all**************@a***.com 258 6 274
Stirling Global Advisors 10 Bowdoin St, Boston, MA 02114 61737xxxx3
Geode Capital Management 1 Post Office Sq Ste 2000, Boston, MA 02109
61739xxxx3 abi***********@g***********.com
Morgan Stanley 346 Congress St, Boston, MA 02210 21276xxxx8
Kelly Financial Services 10 Forbes Rd Ste 130 Braintree, MA 02184
78184xxxx0 bau*****@k*************.org 2.8 6
Danforth Wealth Management - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
97853xxxx1 ben*******************@u**.com 5.01
Wells Fargo Advisors Financial Network 326 Commercial St Ste A, Boston, MA 02109
85736xxxx3 aar********@w*******.com 3 7
Ameriprise Financial Advisors 167 Worcester St Ste 203 Wellesley, MA 02481 78123xxxx0
Bruce Ehrlich - Ameriprise Financial Advisor 530 Loring Ave Ste 103 Salem, MA 01970
97874xxxx0 dns*****@a***.com
Riesenberger Wealth Management Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx1 abc*******@u**.com
Tailwind Wealth Management 4 Brewer Way Hingham, MA 02043
61750xxxx9 dou*@t**************.com
Ameriprise Financial Advisors 271 Waverley Oaks Rd Ste 200 Waltham, MA 02452 61771xxxx0
Santander Bank 191 Cambridge St, Boston, MA 02114
87776xxxx5 a.a******@s************.com
Concord Wealth Management 230 Third Ave Fl 6 Waltham, MA 02451
78196xxxx4 alb******@c**************.com 3 2 432 59
Dabney Baum - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 d.b***@a***.com
PNC Private Bank 2 International Pl 29th Fl, Boston, MA 02110
88876xxxx6 aar******@p**.com
Dabney Baum - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 d.b***@a***.com
Smith Financial Services 40 Richview St, Boston, MA 02124 61729xxxx5
Merrill Lynch Financial Advisor Jason A Adamic
Definiti LLC 31 St James Ave 6th floor, Boston, MA 02116
80088xxxx6 d_j@d***********.com
Merrill Lynch Wealth Management 1 Financial Ctr Fl 37, Boston, MA 02111
61735xxxx0 aas***********@m*.com
Delta Partners 1 International Pl, Boston, MA 02110
61752xxxx0 bjo****@d*******.com
Vision Financial Planning Inc 40 Broad St Ste 200, Boston, Ma 02109
61772xxxx0 inf*@v**************.co
Yas Corp 79 Newbury St, Boston, MA 02116
61758xxxx9
PSS Partners - UBS Financial Services Inc. 200 Clarendon St 24th Floor, Boston, MA 02116
61724xxxx5 ben*******************@u**.com
The Core Group 53 State St Ste 3600, Boston, MA 02109
61772xxxx2 gra**********@r**.com 46 48
Financial Planning Solutions 275 Grove St Ste 2-400 Newton, MA 02466 61766xxxx9
Solari Financial Planning 10 Post Office Sq, Boston, MA 02109
60347xxxx8 joh*@s**************.com 5 4
5 4
Sean Boylan 300 5th Ave, Fl 3, Integrated Financial Partners, Waltham, MA 02451
78137xxxx7
Loring Wolcott & Coolidge 230 Congress St Fl 12, Boston, MA 02110
61752xxxx1 ado****@l********.com
Artemis Financial Advisors 61754xxxx0 5
Merrill Lynch Financial Advisor Matthew P Peterson 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx2 ale*********@m*.com
Merrill Lynch Financial Advisor Alexander E. Nabhan 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx9 ari*********@m*.com
Edelman Financial Engines (Corporate Office) 28 State Street, 21st Floor, Boston, MA 02109
83375xxxx3 aar*******@e**********************.com 18379 14 19780
Raymond James 4 Liberty Sq # 600, Boston, MA 02109 61748xxxx1 aar************@r***********.com 17462 18000
Standard Life Investments 1 Beacon St Ste 3401, Boston, MA 02108
61772xxxx0 aar*********@s**********************.com 25044 1023 25000
Merrill Lynch Financial Advisor John M Swanson 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx1 ban********************@m*.com
Lee Munder Capital 200 Clarendon St, Boston, MA 02116 61738xxxx0 abi*****@l***.com
Sullivan Martin Partners - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx1 abc*******@u**.com
Cambridge Associates 125 High St Ste 1420, Boston, MA 02110
61745xxxx0 a@c******************.com
Ameriprise Financial Advisors 11 Water St Ste 2A Arlington, MA 02476
78164xxxx4 bri*********@a***.com 11
Alternative Capitalis 233 Harvard St Ste 307 Brookline, MA 02446
55125xxxx6
Little McLeod Valentine Wealth Management Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61726xxxx9 abc*******@u**.com
AssetGrade 1 Boston Pl Ste 2600 Boston, MA 02108
61793xxxx7 inf*@a*********.com 99
Stockwell Wealth Management 16 Chestnut St, Boston, MA 02108 61724xxxx0
Global Advisers 60 State St, Boston, MA 02109
80083xxxx4 ale************@g*************.com 201 200
Rubino & Liang Wealth Partners 189 Wells Ave Fl 3 Newton, MA 02459
61763xxxx7 jco****@r***************.com 5 9 1092
The Starboard Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61726xxxx2 abc*******@u**.com
Owen Dugan Jr. - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx1 abc*******@u**.com
Financial Engines 99 High St, Boston, MA 02110 61755xxxx0 aau******@f***************.com
Champlain Capital Management 20 Park Plaza #472, Boston, MA 02116 61794xxxx8
Loomis Sayles & Company, L.P. 1 Financial Ctr, Boston, MA 02111
61748xxxx0 aag*****@l***********.com 3 2
William Robinson - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Geoffrey Hargadon - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx7 ade********@u**.com
Riverside Partners 699 Boylston St Ste 800, Boston, MA 02116
61735xxxx0 aga**@r****************.com
Public Financial 99 Summer St Ste 1730, Boston, MA 02110
61733xxxx4 alt******@p**.com
Merrill Lynch Financial Advisor James W Moore 100 Federal St 16th Floor, Boston, MA 02110
61794xxxx0 ban********************@m*.com
Tom Crowley 1692 Massachusetts Ave Edward Jones Cambridge, MA 02138
61749xxxx0 a.j*********@e**********.com 4 4 4 1 86304 97000
Merrill Lynch Financial Advisor Seth A Mulrooney
Singletary Wealth Management Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx6
Financial Sciences Inc 21 Milk St # 2, Boston, MA 02109 61733xxxx0
Charles Schwab 54 Mall Rd Burlington, MA 01803
78150xxxx0 jan*****@s*****.com 5 2
Robert Savage - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Concierge Wealth Management 346 Commercial Street, Boston, MA 02109
61760xxxx6 jb@c**********.com 5 13
Michael McEntee - Private Wealth Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx8 dns*****@a***.com
Signator Investors 197 Clarendon St, Boston, MA 02116
80054xxxx1 ase****@j*******.com 49294
Ameriprise Financial Advisors 124 Main St Ste 201 Charlestown, MA 02129
61733xxxx9 ame****************@e*.ameriprise
Wyatt Larsen 500 Boylston St Ste 1300, Boston, MA 02116
85750xxxx0 abc****@r*****.com
Lincoln Investment Planning 84 State St #740, Boston, MA 02109
61722xxxx0 aam****@l****************.com 2 2
Weiss Asset Management LP 222 Berkeley St, Boston, MA 02116
61777xxxx0 aar**@w*********.com 5 1
Rinet Company 101 Federal St, Boston, MA 02110
61795xxxx8 bm@r******.com
Sylvia M. Singleton, Cpa 5230 Washington St Ste 1 Roxbury, MA 02132
61739xxxx7 joh*@s*************.com 5 13
Willow Planning Group, LLC
61794xxxx3 lxx***@w******************.com 5 1
Paul Timothy Connolly - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx0
Merrill Lynch Wealth Management 1 Financial Ctr, Boston, MA 02111
61735xxxx0 ari*********@m*.com
William Tucker Jacobs 580 Washington St, Boston, MA 02111
61742xxxx0 abc*******@c***********.com
Legatus Wealth 200 Great Rd Ste 222 Bedford, MA 01730
78127xxxx0 5 2
Daniel Hall - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dah***@a***.com
Dalbar Inc 303 Congress St, Boston, MA 02210
61772xxxx0 bha******@d*****.com
Hercules Technology Growth 31 St James Ave # 790, Boston, MA 02116
61731xxxx3 aay***@h***.com 1 1
The Gaffney Group - UBS Financial Services Inc. One Post Office Square 34th Floor, Boston, MA 02109
61743xxxx8 5.01
Investor Resources Inc 10 Milk St Ste 701, Boston, MA 02108 61772xxxx0
David J. Prothero, CPA P.C. 313 Washington St Ste 200 Newton, MA 02458
61787xxxx2 *nn*@e**********.com 4.9 12 4.7 9 131 142
Steward Partners 1 International Pl Ste 3210, Boston, MA 02110
61737xxxx2 a@s**************.com
Prio Wealth, LP 265 Franklin St Suite 2001, Boston, MA 02110
61722xxxx0 ake***@p*********.com 5 1 5 5
Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant 101 Federal St, Boston, MA 02110
61731xxxx5 san**************@l**.com 5 7
Justin Glucksman - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx1 abc*******@u**.com
Colchester Partners LLC 53 State St Suite 1304, Boston, MA 02109
61754xxxx0 ali****@c*****************.com
Charles Schwab 127 Congress St, Boston, MA 02110
61721xxxx0 ask******@s*****.com
Windhaven Investment Management 1 International Pl 33rd floor, Boston, MA 02110 80042xxxx5 aar********@s*****.com 2 4
Loomis Sayles & Company, L.P. 1 Financial Ctr, Boston, MA 02111
61748xxxx0 aag*****@l***********.com
Ameriprise Financial 2 Constitution Rd, Charlestown, MA 02129 61724xxxx7 ame******************@a***.com
US Wealth Management 30 Braintree Hill Office Park Braintree, MA 02184
78188xxxx2 inf*@d*************.org
Hellman Jordan Management Co 125 High St # 840, Boston, MA 02110
61726xxxx0 ag@h************.com
Dolphin Investment Advisors Cambridge, MA 02138 61743xxxx8
Morgan Stanley Wealth Management 501 Boylston St, Boston, MA 02116
61735xxxx9 aar***********@m***********************.com
Tyler Ash - TD Wealth Relationship Manager 1 Union St, Boston, MA 02108
61731xxxx5 ale***@t*.com 844491 7550 850000
Ameriprise Financial Advisors - Gage & Wilson 450 Lexington St Ste 202 Auburndale, MA 02466 61750xxxx5
Old Mutual US Holdings 200 Clarendon St, Boston, MA 02116 61736xxxx0
Santander Bank 218 Hanover St, Boston, MA 02113
87776xxxx5 a.a******@s************.com
Alex.Brown, A Division of Raymond James 1 International Pl 12th Floor, Boston, MA 02110
85750xxxx0
Hargadon Wealth Management - UBS Financial Services Inc. 200 Clarendon St 24th Floor, Boston, MA 02116
61724xxxx1 ben*******************@u**.com
Edward Jones - Financial Advisor: Jennifer Pollina 50 Mall Rd Ste G15 Burlington, MA 01803
78122xxxx0 a.j*********@e**********.com 1 1
Winthrop Wealth 109 State St 2nd floor, Boston, MA 02109
61753xxxx0 ala***********@w*************.com 1 1 222 13 254
The Argus Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx1 abc*******@u**.com
Alex.Brown, A Division of Raymond James 1 International Pl, Boston, MA 02110
85750xxxx0
CarrThaxton Financial Group 420 Bedford St Ste 330 Lexington, MA 02420
78186xxxx0 bek*****@c**********.com
Colonygroupincthe 2 Atlantic Ave, Boston, MA 02110
61772xxxx1 aay***@t*************.com
Seacoast Financial Planning - Ameriprise Financial Services 127 Main St Ste 8, Boston, MA 02129
61724xxxx6 all**************@a***.com 420 56 442
Shannon McAllister - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx2 ale****@u**.com
EBF-Boston 20 Park Plaza, Boston, MA 02116 61790xxxx4
George Grant - TIAA Financial Consultant 33 Arch St Ste 1210, Boston, MA 02110
87755xxxx2 acc**********@t***.org
Wellesley Financial Advisor 70 Walnut St Wellesley Hills, MA 02481 78123xxxx0
Jason Sebell, Wealth Management Advisor Baystate Financial, 200 Clarendon St 19th floor, Boston, MA 02116 61768xxxx3 hit******@l*******.com
Shoreline Private Wealth Management - Ameriprise Financial 60 State St Fl 21 Boston, MA 02109
78155xxxx1 dns*****@a***.com 542 564
Baystate Financial 200 Clarendon Street, 19 & 25th Floors, Boston, MA 02116
61758xxxx0 aac*****@b****************.com 1 1
Annie Tse 53 State St Suite 3600, Boston, MA 02109 61772xxxx2
Commons Capital 254 2nd Ave Ste 130 Needham, MA 02494
61743xxxx0 inf*@c*********.com
Ellen Takagi - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx3 wms**********@r**.com 14811 16000
Santander Bank 3060 Washington St, Boston, MA 02119
61752xxxx5 a.a******@s************.com 123797 1106 124000
Peter Staunton, CFA, CFP - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61726xxxx8 abc*******@u**.com
David Almquist - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx8 rbc*********@r**.com 14811 16000
Pinnacle Financial Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx5 abc*******@u**.com
Beyond Your Hammock 50 Milk St 16th floor, Boston, MA 02109
61744xxxx1 eri*@b****************.com 5 22 906 100 940
Kolton Wood Wealth Management - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx7
Courtney Dunnells - Financial Advisor, Ameriprise Financial Services 10 City Sq Ste 4TH, Charlestown, MA 02129
61739xxxx7 cit***********************@a***.com
George Grant - TIAA Financial Consultant 33 Arch St Suite 1210, 12th floor, Boston, MA 02110
87755xxxx2 acc**********@t***.org
Winslow Management 60 State St, Boston, MA 02109 61778xxxx0
Thomas Brady & Assoc 575 Boylston St Ste 3L, Boston, MA 02116 61726xxxx9
John Curtin - Private Wealth Advisor, Ameriprise Financial Services, LLC 20 Park Plaza #439, Boston, MA 02116
87752xxxx2 aar*********@a***.com
Beacon Capital Partners 200 State St, Boston, MA 02109
61745xxxx0 aar***********@c****.com 1145 1200
Charles River Wealth Management 50 Mall Rd Ste 209 Burlington, MA 01803
78127xxxx0
Ameriprise Financial Advisors 859 Willard St Ste 300 Quincy, MA 02169 78184xxxx0 5 1
Peter Laird - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx6 abc*******@u**.com
Pearl Street Capital Advisors 10 Derne St, Boston, MA 02114
61772xxxx2 bko*****@p*******.com
Pinnacle Capital Management 59 Canal St, Boston, MA 02114
61739xxxx0
True North Wealth Management - UBS Financial Services Inc. One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109
61743xxxx1 abc*******@u**.com
Monleon Cook Pardy Team - UBS Financial Services Inc. 200 Clarendon St 24th Floor, Boston, MA 02116
61724xxxx4 ben*******************@u**.com
Parker Wiseman - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx4 dns*****@a***.com 61
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 2734 27
Simon Clarke - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx2 abc*******@u**.com
Merrill Lynch Financial Advisor William C. McConnell III 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx8 bro*********@m*.com 5.01
Merrill Lynch Financial Advisor Sylvia S. Han 440 Boylston St, Boston, MA 02116
61769xxxx4 ale*********@m*.com
Smith-Petersen Douglas R 175 Federal St Fl 16, Boston, MA 02110 61748xxxx0
Seaport Financial Partners LLC 175 Portland St 4th floor, Boston, MA 02114
78189xxxx8 ale**@s**************.com 5 3
Joel Slovin - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61795xxxx8 joe********@r**.com 3 2
Boston, MA Private Wealth Management - UBS Financial Services Inc. One Post Office Square 33rd floor, Boston, MA 02109
80022xxxx5 ade********@u**.com
South Shore Wealth Management - Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
78155xxxx6 and*************@a***.com
Mission Park Capital Waltham, MA 02452
41359xxxx1 enr**********@m*****************.com 5 4
Bostonia Partners LLC 699 Boylston St #7a, Boston, MA 02116
61743xxxx0 fbl*******@b*******.com
The Callanan Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx6
Tunc Tanin 45 Prospect St Fl 5 Cambridge, MA 02139
78197xxxx7 ebe*@e*******.com 4.2 20
Kelly Hudak - Private Wealth Advisor, Ameriprise Financial Services 10 City Sq Ste 5TH, Charlestown, MA 02129
61758xxxx3 dns*****@a***.com 164
Prio Wealth, LP
Erica Hubbard - Platinum Financial Services Advisor, Ameriprise Financial Services 127 Main St Ste 8, Boston, MA 02129
61745xxxx6 dns*****@a***.com
Ameriprise Financial Advisors 1 Washington St Ste 308 Wellesley Hills, MA 02481 78123xxxx1
D.A. Davidson 1 International Pl Ste 320, Boston, MA 02110
85731xxxx0 a.a@d*********.com
Riverside Partners 1 Exeter St, Boston, MA 02116
61735xxxx0 aga**@r****************.com
Wells Fargo Advisors 2 International Pl Ste 2000, Boston, MA 02110
61734xxxx0 a.b@w*****************.com 188275 189000
Mayflower Advisors LLC 265 Franklin St Ste 401, Boston, MA 02110
61725xxxx7 ali*********@m****************.com 5 2
4.5
Team Carey McKeever - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx5 ade********@u**.com
Merrill Lynch Financial Advisor Peter G Hernandez 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx9 ban********************@m*.com
Social Finance Inc 10 Milk St Ste 1010, Boston, MA 02108
61793xxxx0 aal*@s************.org
CPMR Wealth Management Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx9
Hubbard, Erica, AGT 124 Main St, Charlestown, MA 02129
61745xxxx6 ame******************@a***.com 132661 134659
Drew London - Associate Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx5 dns*****@a***.com
Merrill Lynch Financial Advisor Conrad S. van Coller 100 Federal St 16th Floor, Boston, MA 02110
61794xxxx7 ale*********@m*.com
New England Exit Planning Advisors 101 Arch St, Boston, MA 02110 61790xxxx1 inf*@e*****************.com
Vivek Mehra - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 bry********@a***.com 107
Brescor Wealth Advisory Needham, MA 02492
78144xxxx0 ast****@a*********.com
Nicholas Carlin - Private Wealth Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61758xxxx6 ang************@a***.com
Bjorn Koch - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx0 abc*******@u**.com
Ameriprise Financial 2 Constitution Plz Ste 1, Charlestown, MA 02129
61724xxxx0 ame****************@e*.ameriprise
Bolvin Wealth Management Group 31 Milk St Ste 203, Boston, MA 02109
61734xxxx4 bil************@b***********.com
Retirement Financial Group John Hancock Tower, Boston, MA 02116
61723xxxx6 dst****@t**********.com
Boston Partners Global Investors, Inc. 1 Beacon St Ste 33, Boston, MA 02108
61783xxxx0 a@b**************.com
Alibrandi Wealth Management - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx7 abc*******@u**.com
Fisher Financial Strategies 245 1st St Ste 1800, Cambridge, MA 02142
61744xxxx5 6ff*************************************@w*****************.com 948650
James William Buzgo - Private Wealth Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com
Congress Financial Corp Of New England 1 Post Office Sq, Boston, MA 02109 61733xxxx8 aar**********@w*********.com 154241 11
Heritage Wealth Management 75 Second Ave Ste 605 Needham, MA 02494
78144xxxx0 inf*@h******.com
Santander 125 Broadway Somerville, MA 02145
61762xxxx4 cul*******************@s********.us 2.7 29 1.8 5 124160 941
Acadia Management 111 Devonshire St Ste 620, Boston, MA 02109
61742xxxx5 aca***@a***************.com
Bank of America Financial Center 557 Tremont St, Boston, MA 02118
61726xxxx1 ada*************@b***.com 3.3 15 871105
Wealth Effects 265 Franklin St #1702, Boston, MA 02110
61746xxxx0 jsm***@w********.com 29 34
Leonard Nolan - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com 11
Quadrant Financial Services, LLC 183 State St STE 3, Boston, MA 02109
61755xxxx3 joh*******@q************************.com 1.01
The Harvest Group Wealth Management 800 South St Ste 200 Waltham, MA 02453
84499xxxx0 bi**@m*************.com 5388 47 5500
Wayne Davis - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx9 abc*******@u**.com
Kelly Douglas A 99 High St Ste 2801, Boston, MA 02110 61749xxxx0
Santander Bank 2189 Washington St, Roxbury, MA 02119
61760xxxx0 a.a******@s************.com 123919 1074 124000
TJ Van Gerven - Modern Wealth Builders 7 Beacon St Ste 7R Woburn, MA 01801
50868xxxx3 tea*@m*******************.com 5 17
Ironwood Investment Management 67 Batterymarch St Fl 3, Boston, MA 02110
61775xxxx0 awa**@i***************************.com
Schooner Capital 60 South St Ste 1120, Boston, MA 02111
61796xxxx0 aci********@s**************.com
Santander Bank 164 Seaport Blvd, Boston, MA 02210 61734xxxx4
Erica Hubbard - Financial Advisor, Ameriprise Financial Services, LLC 127 Main St, Ste 8, Boston, MA 02129
61745xxxx6 dns*****@a***.com
5 30
Vivek Mehra - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com 5.01
Financial Advisor Tim Hayes AIF®, CRPS®, AWMA®, CFS™, CTS™, CES™, APMA®, CAS® 39 Braddock Park, Boston, MA 02116
50827xxxx7 tim******@c****************.com 77
TwinFocus Heritage on the Garden, 75 Park Plaza, Boston, MA 02116
61772xxxx0 abi****@t********.com
Merrill Lynch Financial Advisor John L. Ruminski 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx5 ban********************@m*.com
Boston Investor Services Inc 125 Summer St Ste 1470, Boston, MA 02110
61795xxxx4 eli******@b*********************.com
Mark Kelley - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
50881xxxx9 dan************@a***.com
MPM Capital 200 Clarendon St Ste 54, Boston, MA 02116
61726xxxx9 aba*****@m*********.com
Panagora Asset Management 1 International Pl Ste 3000, Boston, MA 02110
61726xxxx3 alf***@a********.com 5 1
Nauticus Financial Advisors 799 Hancock St Quincy, MA 02170 61777xxxx4
The SGR Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx4 abc*******@u**.com
Clough Capital 1 Post Office Sq Ste 4000, Boston, MA 02109
61720xxxx0 ada***********@c***********.com
Morgan Stanley Wealth Management 28 State St Fl 26, Boston, MA 02109
61757xxxx0 aar***********@m***********************.com
Good Life Financial Partners 177 Huntington Ave Fl 17 Boston, MA 02115
61738xxxx1
Chestnut Hill Wealth Management Group 1 Beacon St 15th floor, Boston, MA 02108
61784xxxx1 dav*********@c****.com 1 1
The Littlefield Murphy Team - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx1 abc*******@u**.com
StockCross Financial Services 77 Summer St Ste 202, Boston, MA 02110
61736xxxx0 and************@s*********.com 350 370
Sandra Gilpatrick, CFP®, Wealth Consultant 101 Federal St, Boston, MA 02110
61731xxxx5 san**************@l**.com 5 7
Ameriprise Financial Advisors 162 Washington Ave Needham, MA 02492 78144xxxx7
Janney Montgomery Scott LLC 60 State St Suite 1350, Boston, MA 02109
61772xxxx0 aal******@j*****.com 1623
Windham Capital Group Inc 66 Long Wharf, Boston, MA 02110
61733xxxx4 tme****@w******************.com
Morgan Stanley 1 International Pl Fl 13, Boston, MA 02110 61785xxxx0
Radius Wealth Management & Financial Advisor in Duxbury 1 Washington Mall #1095, Boston, MA 02108
61776xxxx0 adm**@r***********.com 5 6 7 9
Women’s Financial Help 450 Bedford St Ste 1100 Lexington, MA 02420
78182xxxx0 inf*@w******************.com 5 2
Hym Investment Group 1 Congress St, Boston, MA 02114
61724xxxx5 abi****@h*************.com 1.6 8
Trent Ethelanne 200 High St, Boston, MA 02110 61734xxxx0 jfa***@w**********.com
Ameriprise Financial 121 Mount Vernon St, Boston, MA 02108
61736xxxx0 ame******************@a***.com
Dicerbo Douglas J 1 Beacon St Ste 2500, Boston, MA 02108 61753xxxx5
Diane O’Brien, EA 7 Davis Sq Ste 1 Somerville, MA 02144
61759xxxx3 dia**@d************.com 3.9 39
Santander Bank 287 Hanover St, Boston, MA 02113
87776xxxx5 a.a******@s************.com 123919 1074 124000
The Colony Group One Boston Place, 201 Washington St 11 Floor, Boston, MA 02108
61772xxxx0 aay***@t*************.com
Kapur Tholander-Szymanski 2 Constitution Plz, Charlestown, MA 02129 61758xxxx1
Swett Wealth Management - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx4 abc*******@u**.com
Alliance Financial Group 175 William F McClellan Hwy Boston, MA 02128
61731xxxx5 inf*@a*********************.com 499
Alfred C. Clemens - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx3 wms**********@r**.com 14811 16000
Boston, MA Branch Office - UBS Financial Services Inc. 1 Post Office Sq 34th Fl, Boston, MA 02109
61743xxxx0 alb************@u**.com
The Bradshaw Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx6 abc*******@u**.com
Wayzata Investment Partners 500 Boylston St Ste 1880, Boston, MA 02116
61737xxxx5
Leonard Nolan - Financial Advisor, Ameriprise Financial Services, LLC 60 State St, Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Silvercrest Asset Management 2 International Pl Ste 2500, Boston, MA 02110
61741xxxx0 all****@t***********.com 2 1
Santander Bank 61 Arlington St, Boston, MA 02116
61742xxxx9 aal***@s************.com 123919 1074 124000
Jason Pirnie - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx8
Real World Financial Planning, LLC 41 Woodlawn Dr, Chestnut Hill, MA 02467
91768xxxx1 bxx*****@r**********.com
Daniel D'Agata - Private Wealth Advisor, Ameriprise Financial Services, LLC 60 State St, Ste 2100, Boston, MA 02109
61791xxxx3 aga**@a***.com
Roger LaPointe JR - UBS Financial Services Inc. One Post Office Square 35th Floor, Boston, MA 02109
61743xxxx5 abc*******@u**.com
South End Wealth Management - Ameriprise Financial Services 546 Tremont St Boston, MA 02116
61742xxxx6 bri***************@a***.com 189 8 190
National Quality Review 101 Arch St Ste 50, Boston, MA 02110
61733xxxx3 aco*****@c******.org
Oechsle International Advisors 75 State St Ste 2900, Boston, MA 02109
61733xxxx0 aad****@a******************.com
Denham Capital Management 185 Dartmouth St, Boston, MA 02116
61753xxxx0 ada********@d************.com
Morgan Stanley Wealth Management 1 International Pl, Boston, MA 02110
61785xxxx0 aar***********@m***********************.com
CIBC Private Wealth 100 Federal St 37th floor, Boston, MA 02110
61735xxxx0 alb***********@c***.com 5 2
Getzler & Henrich 60 State St Ste 700, Boston, MA 02109 61785xxxx4 bco****@g*************.com
Hubbard, Erica 127 Main St, Boston, MA 02129
61766xxxx9 dns*****@a***.com
Erica Hubbard - Financial Advisor, Ameriprise Financial Services 127 Main St Ste 8, Boston, MA 02129
61766xxxx9 dns*****@a***.com
Daniel D'Agata - Private Wealth Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx3 aga**@a***.com
Citizens Bank 171 Watertown St Watertown, MA 02472
61796xxxx6 aar*********@c***********.com 2.1 21 2.3 6
Ameriprise Financial Advisors 546 Tremont St Boston, MA 02116
61742xxxx6 dns*****@a***.com
Reuben Fink - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx5 abc*******@u**.com
Edward Jones - Financial Advisor: Haley C Adams 628 Somerville Ave Ste 1 Somerville, MA 02143
61776xxxx0 a.j*********@e**********.com
Robert McAleer - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61724xxxx3
Balanced Rock Investment Advisors 252 Roslindale Ave, Roslindale, MA 02131
61797xxxx3 bri**@b*****************************.com 57 528 10 530
Lantern Financial 50 Franklin St Fl 3 Boston, MA 02110
61748xxxx0 aja*@l****************.com 5 3
The Bowman Group 334 Commercial St, Boston, MA 02109 78129xxxx9
The Zalcman Neill Wealth Management Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61726xxxx8 abc*******@u**.com
Santander Bank 599 Massachusetts Ave, Cambridge, MA 02139
61723xxxx1 aar**@s************.com 123919 1074 124000
Maria Aliferis - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
61743xxxx5 ben*******************@u**.com
Geoffrey Hargadon - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx7 abc*******@u**.com
Edward Jones - Financial Advisor: J Neil Parsons
John Hancock Life Insurance Company 197 Clarendon St Boston, MA 02116 61757xxxx0 1.1 16
THL Credit Inc 100 Federal St Fl 31, Boston, MA 02110
61779xxxx0 aro*@t********.com
Footbridge Wealth Management - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx7
Stern Agee 265 Franklin St Ste 401, Boston, MA 02110 61744xxxx3
Clough Capital 1 Post Office Sq Fl 39, Boston, MA 02109
61720xxxx0 ada***********@c***********.com
The Sanders Martin Group - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx2 ade********@u**.com
Peter Staunton, CFA, CFP - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx8
Isabelle Maria - Private Wealth Advisor, Ameriprise Financial Services, LLC 800 Boylston St Fl 16, Boston, MA 02199
85745xxxx1 dns*****@a***.com 5 1
Wilmington Trust 1 Post Office Sq 32nd Fl, Boston, MA 02109
61745xxxx0 aam****@w**************.com
Stewart A Don, CPA PC 50 Tremont St Ste 205 Melrose, MA 02176 78166xxxx2 4.1 9
The Balter-Silberman Group - UBS Financial Services Inc. 1 Post Office Sq 34th Fl, Boston, MA 02109
61743xxxx1 abc*******@u**.com
American Express Financial Advisors 2 Constitution Plz Charlestown, MA 02129
61724xxxx0 aar**@a**************.com 904957 79
The Veritas Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx7 abc*******@u**.com
Ameriprise Financial Advisors 530 Loring Ave Ste 103 Salem, MA 01970
97874xxxx0 bri*********@a***.com
Lance Financial Associates 2 Winnmere Ave Burlington, MA 01803
78150xxxx1 hel**@g********.com
Charles Peck - TD Wealth Financial Advisor 535 Boylston St, Boston, MA 02116
61769xxxx7 abc*******@t*.com 844708 7550 850000
Kelly Hudak - Private Wealth Advisor, Ameriprise Financial Services 10 City Sq Ste 4TH, Charlestown, MA 02129
61758xxxx3 dns*****@a***.com
Merrill Lynch Financial Advisor Christopher Joyce 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx9 ale*********@m*.com
The Parquette Wealth Management Group - Morgan Stanley
Griffin Knowlton 500 Boylston St #1300, Boston, MA 02116
85750xxxx0 abc***@r*****.com
Wealth Enhancement Group 200 Summit Dr Ste 420 Burlington, MA 01803
78193xxxx5 abr*****@w****************.com 5 3
Mariner 245 1st St Ste 1800, Cambridge, MA 02142
61735xxxx0 aar********@m********************.com
South Shore Wealth Management - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
78155xxxx6 and*************@a***.com 257 269
Wainwright Investment Counsel 1 Boston Pl, Boston, MA 02108
61753xxxx0 agu***@w**********.com
Susan E Katz Financial Advisors 857 Washington St Braintree, MA 02184 78135xxxx9
David Ciolfi 99 High St, Boston, MA 02110
40182xxxx3 abc***@c***********.com
RBC Global Asset Management 225 Franklin St Ste 2700, Boston, MA 02110
61772xxxx0 aar*******@r**.com
Arrowstreet Capital LP 200 Clarendon St #30, Boston, MA 02116
61791xxxx0 aag*****@a*****************.com 3.4 8
Lisa M. Austin - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx4 gab**************@r**.com 2 2
Merrill Lynch Financial Advisor Thomas F Capachietti 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx3 ari*********@m*.com
Hara Dean T Mba Amex Financial Advisors 546 Tremont St Boston, MA 02116 61742xxxx5
John J. Olohan - Stifel 20 Custom House St 9th Fl, Boston, MA 02110
61723xxxx6 olo****@s*****.com
Walnut Hill Advisors 90 Concord Ave Fl 3 Belmont, MA 02478
88827xxxx3 use*@d*****.com
Paul McNulty, CFP® | Boston Metro Advisor 444 Washington St Ste 306, Woburn, MA 01801
78199xxxx3 joh******@b*****************.com 118
Millstreet Capital Management 545 Boylston St 8th Floor, Boston, MA 02116
61793xxxx0 abe*********@m*********.com 5 1
Harris Wealth Management - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx9
Santander Bank 631 Washington St, Boston, MA 02111
87776xxxx5 a.a******@s************.com
Jeffrey Jacobson - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx6 lia********@r**.com 53 59
The Gaffney Group - UBS Financial Services Inc. 1 Post Office Sq 34th Fl, Boston, MA 02109
61743xxxx8 abc*******@u**.com
Reuben Fink - UBS Financial Services Inc. One Post Office Square, 32nd and 33rd floor, Boston, MA 02109
61743xxxx5 ben*******************@u**.com 5.01
Lakeside Financial Planning 1500 District Ave Burlington, MA 01803
78127xxxx1 jho***@l********************.com
Business Intelligence Advisors 53 State St Ste 12, Boston, MA 02109
61722xxxx7 agr******@b*********.com
D G Capital Management, Inc. 800 Boylston St Ste 1325, Boston, MA 02199
61789xxxx0 abr****@p************.com
Panagora Asset Management 1 International Pl Ste 1850, Boston, MA 02110
85723xxxx6 bre***@m**************.com 5 1
TIAA Financial Services 50 Braintree Hill Park Ste 108 Braintree, MA 02184
80084xxxx4 acc******************@t***.org
Financial Advisors Network 600 W Cummings Park Ste 3050 Woburn, MA 01801 78193xxxx7
Radius Wealth Management Quincy, MA 02169
61776xxxx0 adm**@r***********.com
Lurie Davis Wealth Management 40 Baltimore St Ste A Lynn, MA 01902
78169xxxx8
Merrill Lynch Financial Advisor Mark S Joyce 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx1 ban********************@m*.com
Statestreet Staffing 4 Faneuil Hall Market Pl, Boston, MA 02109
61722xxxx7 ath**********@s******************.com
CGM Funds 38 Newbury St # 8, Boston, MA 02116
61785xxxx4 joh*@c*******.com
The SGR Group - UBS Financial Services Inc. One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109
61743xxxx4 abc*******@u**.com
Wells Fargo Advisors 125 High St, Boston, MA 02110
61734xxxx0 aar**********@w*********.com
The Vierra Group - UBS Financial Services Inc. Post Office Square Boston Ma 02109, Boston, MA 02109
78198xxxx7 abc*******@u**.com
City National Bank Commercial Banking Office 200 Clarendon St Fl 48 Boston, MA 02116
61740xxxx0 ava********@c**.com 5371 151 5900
Edelman Financial Engines 1 Pine Hill Dr Ste 502 Quincy, MA 02169
83375xxxx3 aar*******@e**********************.com 18809 20 20000
Kevin Connors - Private Wealth Advisor, Ameriprise Financial Services 10 City Sq Ste 5TH, Charlestown, MA 02129
61758xxxx6 dns*****@a***.com 164
Emerson Investment Management 1 Winthrop Sq, Boston, MA 02110
61769xxxx1 abb**@b********.com 87 46 116
Four Ponds Financial Planning One Boston Place, 201 Washington St Suite 2600, Boston, MA 02108
88828xxxx5 dav**@f*****************.com 5.07
The TPC Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx1 abc*******@u**.com
Hilltop Securities Inc. 54 Canal St Ste 320, Boston, MA 02114
61761xxxx0 aar**************@h****************.com
Boston Financial Management 255 State Street, 6th Floor, Boston, MA 02109
61733xxxx8 abb**@b********.com 83 46
Leilani Germain - Private Wealth Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Santander Bank 2 Center Plz, Boston, MA 02108
87776xxxx5 ale*********@s*******************.com 123796 1105 124000
Saturn Asset Management 75 Federal St Ste 1320, Boston, MA 02110
61757xxxx0 ado*****@b****************.com
Finepoint Capital 500 Boylston St, Boston, MA 02116
61733xxxx0 aos****@f***************.com
Beacon Capital Management Advisors 581 Boylston St Ste 802, Boston, MA 02116
61723xxxx0 eri*@b**********.com
Wealth Enhancement Group 10 Post Office Square Suite 1200 South, Boston, MA 02109
61769xxxx0 aba****@w****************.com
RLT Wealth Management - Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 bry********@a***.com
Merrill Lynch Financial Advisor Michelle E. Losasso 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx2 ale*********@m*.com
Robert Andrews - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com
Clemens Private Wealth Management Group 53 State St Ste 3600, Boston, MA 02109
61772xxxx3 rbc*********@r**.com 3
Merrill Lynch Financial Advisor Seth A Mulrooney 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx2 ale*********@m*.com
Yon Corkum - Ameriprise Financial Advisor 45 Braintree Hill Park Braintree, MA 02184
78156xxxx0 dns*****@a***.com
Compass Planning Associates 3 Post Office Sq Ste 602, Boston, MA 02109
61752xxxx6 aus***@c**************.com
Janney Montgomery Scott 60 State St Ste 1350, Boston, MA 02109
61772xxxx0 cmo*****@j*****.com
Perennial Capital Advisors 1 Washington St # 1103, Boston, MA 02108 61724xxxx0 inf*@p***********.com
The Hub Investment Group 53 State St Ste 3600, Boston, MA 02109
61772xxxx6 lia********@r**.com 53 59
Merrill Lynch Wealth Management 92 Ames St, Cambridge, MA 02142 61752xxxx5
Sullivan Partners - UBS Financial Services Inc. 200 Clarendon St 24th Floor, Boston, MA 02116
61724xxxx4 ben*******************@u**.com
Stag Capital Partners 93 Summer St, Boston, MA 02110
61757xxxx7 aan******@s*************.com
G 2 Systems 185 Devonshire St, Boston, MA 02110
61733xxxx8 jmi******@g***.com
Hoopoe Advisors 54 Warren St Boston, MA 02119
61731xxxx4 inf*@h*************.com
Bradford J Rindler - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 bra*************@a***.com
The Financial Architects Group 111 Huntington Ave Fl 7, Boston, MA 02199 61725xxxx0
Merrill Lynch Financial Advisor Harrison G. Armstrong 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx8 ban********************@m*.com
Cor-Fs 51 Sleeper St, Boston, MA 02210 61779xxxx0
Thomas Weisel Partners 2 International Pl Lbby 2610, Boston, MA 02110
61748xxxx0 abb****@s*****.com 4306 4700
True North Wealth Management - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx1 abc*******@u**.com
Michel Shaked Group 2 Park Plaza #500, Boston, MA 02116
61742xxxx5 ami****@m************.com
City Square Wealth Management - Ameriprise Financial Services 10 City Sq Ste 5TH, Charlestown, MA 02129
61758xxxx5 dns*****@a***.com 164
Edward Jones - Financial Advisor: Marilyn J Gentilotti 460 Totten Pond Rd Ste 130 Waltham, MA 02451
78189xxxx8 a.j*********@e**********.com 85307
Larson Financial 20 Park Plaza #400, Boston, MA 02116
86656xxxx0 adr**********@l**************.com 5 1 4429
Rampart Investment Mgmt Co 1 International Pl Ste 1400, Boston, MA 02110 61796xxxx0 dan**************@w*******************.com
Life Initiative 420 Boylston St, Boston, MA 02116
61753xxxx0 bbr*****@m**********.com
Edward Jones 419 Boylston St Ste 702, Boston, MA 02116
61726xxxx2 a.j*********@e**********.com 5 1
Santander Bank 350 Longwood Ave, Boston, MA 02115
87776xxxx5 a.a******@s************.com
Ameriprise Financial Advisors - Miller, Allen & Associates 60 Walnut St Ste 101 Wellesley, MA 02481 78143xxxx2
Wayne Davis - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx9 ben*******************@u**.com
Jonathan Danforth - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
97853xxxx1
The Ketchen Group - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61743xxxx1 abc*******@u**.com
Ameriprise Financial Advisors 271 Waverly Oaks Rd Ste 404 Waltham, MA 02452 78157xxxx4
Merrill Lynch Financial Advisor Thomas J Cronin 440 Boylston St, Boston, MA 02116
61769xxxx5 ale*********@m*.com
Covestor, Inc 175 Federal St Ste 825, Boston, MA 02110
31254xxxx1 ash***@i******************.com
Ballentine Partners 230 3rd Ave Ste 5 Waltham, MA 02451
78131xxxx0 aca********@b*****************.com 6
Citizens Bank 212 Elm St Somerville, MA 02145
61762xxxx8 aar*********@c***********.com 2.9 20 2.1 19
Santander Bank 346 Congress St, Boston, MA 02210
61734xxxx4 ale*********@s*******************.com
Cohen Investment Advisors 75 State St Ste 100, Boston, MA 02109
60323xxxx0 avi@i**************.com 5 10 66 99
Cornerstone Wealth Management 262 Beacon St Boston, MA 02116 61753xxxx0
Brian Gerhardson - Private Wealth Advisor, Ameriprise Financial Services 546 Tremont St, Boston, MA 02116
61742xxxx6 bri***************@a***.com 189 8 190
Edward Jones - Financial Advisor: Jeff Corrigan 48 Trapelo Rd Belmont, MA 02478
61748xxxx9 a.j*********@e**********.com 5
Private Wealth Management - Boston, MA - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx0 ade********@u**.com
Daniel Wilson - Ameriprise Financial Advisor 275 Grove St Ste 1w-305 Auburndale, MA 02466
61750xxxx7 ale************@a***.com 38 5 1 2218 135
Rob Curran - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Jason A Jani 419 Boylston St Ste 702 Boston, MA 02116
61726xxxx2 a.j*********@e**********.com
Edward Jones - Financial Advisor: Robert A Sacchetti 1110 Great Plain Ave Needham, MA 02492
78144xxxx9 a.j*********@e**********.com
Robert S. Berman 200 Clarendon St, Boston, MA 02116
78123xxxx3 eha*******@b****************.com
Koch Cook Cairone - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx2 abc*******@u**.com
SCS Financial 888 Boylston St, Boston, MA 02199
61720xxxx0 abu****@s***********.com 5 2
Professional Planners Inc 20 Park Plaza #478, Boston, MA 02116 61794xxxx6
Colonygroupincthe 199 State St, Boston, MA 02109
61772xxxx0 aay***@t*************.com
LPL Financial 75 State Street, 22nd Floor, Boston, MA 02109
80087xxxx0 aar*********@l**.com 1.5 8 19873 200
Financial Sciences Inc 21 Milk St, Boston, MA 02109
61733xxxx0 Buy*****@D***********.com
Economic Innovation International Inc 5 Sentry Hill Pl, Boston, MA 02114
61752xxxx0 bel***@e******************.com
Schooner Capital 745 Atlantic Ave, Boston, MA 02111
61796xxxx0 aci********@s**************.com
William Farrell - Ameriprise Financial Advisor 100 Grandview Rd Ste 322 Braintree, MA 02184 78135xxxx6
Robert Taylor - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx6 rbc*********@r**.com 14811 16000
TD Ameritrade 185 Franklin St Ste 104 Boston, MA 02110
80066xxxx0 aam***********@t***********.com 3 2
McLaughlin Wealth Management Partners - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx1
New England Research & Mgmt 185 Devonshire St, Boston, MA 02110 61748xxxx0 cab**@n******.com
Tyler Ash - TD Wealth Relationship Manager 1333 Boylston St, Boston, MA 02215
61731xxxx5 ale***@t*.com 844491 7550 850000
Santander Bank 43 Kneeland St, Boston, MA 02111
61742xxxx3 bro****@s************.com 123796 1105 124000
GRT Capital Partners 4 Liberty Sq, Boston, MA 02109 61722xxxx0
Modera Wealth Management - Financial Advisors & Financial Planners - Boston, MA 535 Boylston St #300, Boston, MA 02116
61724xxxx8 aar********@m***********.com 90 112
Matthew Antonellis - Private Wealth Advisor, Ameriprise Financial Services 10 City Sq Ste 4TH, Charlestown, MA 02129
61758xxxx1 dns*****@a***.com
Santander Bank 552 Commonwealth Ave, Boston, MA 02215
61723xxxx6 sco*********@s*******************.com
Kevin Thurston - UBS Financial Services Inc. 1 Post Office Sq 35th Fl, Boston, MA 02109
61724xxxx8 abc*******@u**.com
Edward Jones - Financial Advisor: Jonathan Schonberg 419 Boylston St Ste 702 Boston, MA 02116
61726xxxx2 a.j*********@e**********.com
Choate Investment Advisors 2 International Pl # 34, Boston, MA 02110
61797xxxx0 aan**************@c*****.com
42 N Structered Finance Inc 30 Federal St, Boston, MA 02110
61793xxxx0 abd******@p*************.io
Dietrich Sussman Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx4
Alex Pardy - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx4 ben*******************@u**.com
Christopher J Logue - Branch Manager, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx0 chr**************@a***.com
Ameriprise Financial Advisors 24 Muzzey St Lexington, MA 02421 78173xxxx7
Santander Bank 31 Saint James Ave, Boston, MA 02116
61742xxxx9 ale*********@s*******************.com
Tyler Ash - TD Wealth Relationship Manager 535 Boylston St Floor 1, Boston, MA 02116
61731xxxx5 abc***@t*.com 849563 5223 853160
Compass Planning Associates 3 Center Plz, Boston, MA 02108
61752xxxx6 aus***@c**************.com 4.97
Santander Bank 860 River St, Boston, MA 02136
61736xxxx1 aar**@s************.com
Freedom Trail Financial LLC 75 Arlington St 5th Fl. Suite 5012, Boston, MA 02116
61724xxxx2 bdr*******@f********************.com 325 5
Norfleet Advisory
inf*@i****************.com