Merrill Lynch Financial Advisor Matthew T O'Hara |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx9 |
ban********************@m*.com |
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Melfa Wealth Management |
77 Franklin St Boston, MA 02110 |
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61729xxxx0 |
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Hargadon Wealth Management - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61724xxxx1 |
abc*******@u**.com |
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Walk You To Wealth |
Dover, MA 02030 |
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50874xxxx0 |
a18*****************************@s*****.wixpress |
5 |
3 |
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KKL Partners - UBS Financial Services Inc. |
200 Clarendon St 24th Floor, Boston, MA 02116 |
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61724xxxx2 |
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Berkshire Partners |
200 Clarendon St, Boston, MA 02116 |
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61722xxxx0 |
aba**@b****************.com |
3 |
2 |
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3 |
2 |
Scott Grenert |
160 Federal St, Boston, MA 02110 |
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61740xxxx3 |
aos*****@f************.com |
5 |
2 |
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Steven Smith - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61743xxxx1 |
abc*******@u**.com |
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Merrill Lynch Financial Advisor Paul R Guidoboni |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx5 |
ari*********@m*.com |
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Gary A. Bruno - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx6 |
rbc*********@r**.com |
3.02 |
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12404 |
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13042 |
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Birch Hill Investment Advisors |
24 Federal St Fl 10 Boston, MA 02110 |
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61750xxxx0 |
gmi****@b****************.com |
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Crestwood Advisors |
One Liberty Sq Suite 500, Boston, MA 02109 |
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61752xxxx0 |
abe**@c****************.com |
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Singletary Wealth Management Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx6 |
abc*******@u**.com |
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Edward Jones - Financial Advisor: Karen Laplante |
502 Main St Melrose, MA 02176 |
|
78166xxxx5 |
a.j*********@e**********.com |
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Carlin Wealth Management Group - Ameriprise Financial Services |
60 State St Ste 2100 Boston, MA 02109 |
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61758xxxx6 |
dns*****@a***.com |
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Mcdonough Leland |
20 Custom House St Ste 900, Boston, MA 02110 |
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61723xxxx0 |
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Prefect Management Investment Advisor |
450 Washington St Ste 107 Dedham, MA 02026 |
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78146xxxx7 |
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Fenway Financial Advisors, LLC |
501 Boylston St 10th fl, Boston, MA 02116 |
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61770xxxx5 |
cca****@f***************.com |
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American Express Financial Advisors |
439 Washington St Braintree, MA 02184 |
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78184xxxx1 |
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McCarthy Capital Corp |
1 International Pl Ste 2401, Boston, MA 02110 |
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61733xxxx0 |
aan****@m**************.com |
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Ameriprise Financial Advisors |
11 James St Watertown, MA 02472 |
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61748xxxx8 |
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Modica Financial Coaching |
Needham, MA 02492 |
|
78144xxxx1 |
mod********************@o******.com |
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Taylor Investment Associates |
50 Federal St, Boston, MA 02110 |
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61748xxxx2 |
bro**@t****************.com |
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1251 Capital Group |
9 Newbury St floor 5, Boston, MA 02116 |
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61727xxxx2 |
doe*****@1**********.com |
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FBR Investment Service Inc |
1 International Pl, Boston, MA 02110 |
|
61795xxxx0 |
aal*****@f**.com |
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Wealth Enhancement Group |
10 Post Office Square, Boston, MA 02109 |
|
61769xxxx0 |
aba****@w****************.com |
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Ameriprise Financial Advisors |
220 Forbes Rd Ste 300 Braintree, MA 02184 |
|
78135xxxx3 |
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Monleon Cook Pardy Team - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61724xxxx4 |
abc*******@u**.com |
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Great Point Wealth Advisors, LLC |
One International Pl 45th Floor, Boston, MA 02110 |
|
61758xxxx0 |
bra*@g***************.com |
5 |
1 |
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Merrill Lynch Financial Advisor Brian Matthew Rys |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx5 |
ari*********@m*.com |
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Robert Andrews - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx6 |
dns*****@a***.com |
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Charles Schwab |
127 Congress St Fl 01 Boston, MA 02110 |
|
61721xxxx0 |
jan*****@s*****.com |
3.8 |
8 |
5 |
2 |
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Segal Advisors Inc |
116 Huntington Ave, Boston, MA 02116 |
|
61742xxxx0 |
aca*@s*********.com |
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Brian Bossman |
616 Main St, Cambridge, MA 02139 |
|
61737xxxx2 |
abc*******@c***********.com |
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180537 |
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182000 |
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Daniel McLaughlin, CFP - UBS Financial Services Inc. |
32nd and 33rd floors, One Post Office Square, Boston, MA 02109 |
|
61743xxxx1 |
ben*******************@u**.com |
5.01 |
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Mayflower Advisors |
265 Franklin St Fl 4 Boston, MA 02110 |
|
61725xxxx7 |
ali*********@m****************.com |
5 |
2 |
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Leerink Partners |
1 Federal St, Boston, MA 02110 |
|
61791xxxx0 |
abc***@l******.com |
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1 |
Infinex Financial Group |
100 Cambridge St Ste 1400, Boston, MA 02114 |
|
61742xxxx9 |
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Ameriprise Financial |
342 Commercial St # C-1, Boston, MA 02109 |
|
78143xxxx6 |
dns*****@a***.com |
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Boston Advisors, LLC |
1 Liberty Sq Fl 10, Boston, MA 02109 |
|
61734xxxx0 |
ami*********@b*************.com |
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Santander Bank |
125 Summer St Ste 150, Boston, MA 02110 |
|
61773xxxx0 |
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Morgan Stanley Wealth Management |
125 Summer St, Boston, MA 02110 |
|
61744xxxx0 |
aar***********@m***********************.com |
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Fisher Lynch Capital |
Boston, MA 02110 |
|
61740xxxx0 |
ann*@f**********.com |
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Clough Capital Partners |
1 Post Office Sq Ste 4000, Boston, MA 02109 |
|
61720xxxx0 |
abo**@c************.com |
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Merrill Lynch Financial Advisor Brian Hanseth |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx3 |
ale*********@m*.com |
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Santander Bank |
333 Washington St, Boston, MA 02108 |
|
87776xxxx5 |
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123796 |
1105 |
124000 |
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Brown S N, CPA |
150 Wood Rd Bsmt Ste 304 Braintree, MA 02184 |
|
78184xxxx6 |
snb****@s******.com |
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Herbert Wilson |
1367 Boylston St Ste 4, Boston, MA 02215 |
|
61772xxxx8 |
her*************@c***********.com |
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Ameriprise Financial |
124 Main Street - Suite 201, Boston, MA 02129 |
|
61724xxxx6 |
all**************@a***.com |
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Rampart Investment Management |
1 International Pl Ste 1400, Boston, MA 02110 |
|
61734xxxx0 |
cai************@w*******************.com |
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Shannon McAllister - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx2 |
ben*******************@u**.com |
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Gibson Financial Group |
111 Devonshire St, Boston, MA 02109 |
|
61731xxxx4 |
ull***@g*******************.com |
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Edward Jones - Financial Advisor: Tom Crowley, CFP® |
1692 Massachusetts Ave, Cambridge, MA 02138 |
|
61749xxxx0 |
a.j*********@e**********.com |
4 |
4 |
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83537 |
|
92133 |
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4 |
4 |
Feenan Financial Group |
234 Copeland St Ste 220 Quincy, MA 02169 |
|
61777xxxx0 |
|
4.3 |
3 |
5 |
1 |
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John Hancock Financial Services |
601 Congress St Boston, MA 02210 |
|
80039xxxx3 |
dns******@m*******.com |
|
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1 |
109 |
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49383 |
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Wells Fargo Advisors |
1 Boston Pl Ste 1800, Boston, MA 02108 |
|
61760xxxx0 |
aar**********@w*********.com |
|
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155198 |
|
1175640 |
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Santander Bank |
885 Boylston St, Boston, MA 02116 |
|
87776xxxx5 |
ale*********@s*******************.com |
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124082 |
1022 |
124000 |
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Merrill Lynch Financial Advisor Alex Cucchi |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx3 |
ale*********@m*.com |
|
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Buck Consultants |
260 Franklin St Ste 810, Boston, MA 02110 |
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61727xxxx0 |
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Merrill Lynch Wealth Management |
125 High St Ste 19, Boston, MA 02110 |
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61794xxxx8 |
aas***********@m*.com |
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Corporate Executive Consulting Group - UBS Financial Services Inc. |
1 Post Office Sq 33rd Fl, Boston, MA 02109 |
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61743xxxx7 |
abc*******@u**.com |
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Acadian Asset Management |
1 Summer St, Boston, MA 02110 |
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61785xxxx0 |
aa@a************.com |
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Mason Albert D |
50 Congress St Ste 843, Boston, MA 02109 |
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61745xxxx8 |
772*************************************@w*****************.com |
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Morgan Stanley Wealth Management |
20 City Sq, Charlestown, MA 02129 |
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61788xxxx9 |
aar***********@m***********************.com |
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Sac Capital LLC |
75 Park Plaza #2, Boston, MA 02116 |
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61731xxxx0 |
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Seacoast Financial Planning - Ameriprise Financial Services, LLC |
127 Main St Ste 8, Boston, MA 02129 |
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61724xxxx6 |
dns*****@a***.com |
5.02 |
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Morgan Stanley Financial Advisors |
28 State St 34th Floor, Boston, MA 02109 |
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61757xxxx0 |
acm***********@m************.com |
4 |
4 |
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Valor Wealth Partners |
100 Cambridge St 14th floor, Boston, MA 02114 |
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61764xxxx0 |
ed@v******************.com |
5.03 |
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123 |
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City Square Wealth Management - Ameriprise Financial Services |
10 City Sq Ste 4TH, Charlestown, MA 02129 |
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61758xxxx5 |
dns*****@a***.com |
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Boston Family Advisors, LLC |
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61796xxxx4 |
cha****@b*******************.com |
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Welch & Forbes LLC |
45 School St, Boston, MA 02108 |
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61752xxxx5 |
asi********@w**********.com |
5 |
1 |
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Gabrielle Clemens |
53 State St Ste 3600, Boston, MA 02109 |
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61772xxxx2 |
gab**************@r**.com |
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2 |
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Merrill Lynch Financial Advisor Jason A Adamic |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx4 |
ban********************@m*.com |
5 |
1 |
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Edward Jones - Financial Advisor: Brian J Yurovich |
442 Marrett Rd Ste 2 Lexington, MA 02421 |
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78186xxxx9 |
a.j*********@e**********.com |
5 |
2 |
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173 |
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Merrill Lynch Financial Advisor Andrew H. Zimmerman |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx6 |
ale*********@m*.com |
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Erik Carleton - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61724xxxx6 |
abc*******@u**.com |
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The TPC Group - UBS Financial Services Inc. |
One Post Office Square 35th Floor, Boston, MA 02109 |
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61743xxxx1 |
abc*******@u**.com |
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Sensible Financial |
245 1st St Ste 1800, Cambridge, MA 02142 |
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78164xxxx0 |
aim****@s****************.com |
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115 |
4 |
122 |
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Kevin MacIntyre |
160 Federal St, Boston, MA 02110 |
|
61740xxxx1 |
acl*******@f************.com |
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Arlex Wealth Management |
52 Waltham St Ste B-2 Lexington, MA 02421 |
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78165xxxx3 |
pau*@a*************.com |
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Hoy/Sherwood Wealth Management Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61724xxxx6 |
abc***@u**.com |
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Social Finance, Inc. |
10 Milk St, Boston, MA 02108 |
|
61793xxxx0 |
aal*@s************.org |
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Aite Group |
101 Arch St Ste 501, Boston, MA 02110 |
|
61733xxxx0 |
abl****@a********.com |
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RTR Tax Service |
657 Adams St Quincy, MA 02169 |
|
61777xxxx0 |
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1 |
5 |
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Boston Partners Global Investors, Inc. |
1 Beacon St Ste 3400, Boston, MA 02108 |
|
61783xxxx0 |
a@b**************.com |
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William Robinson - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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Northwestern Mutual Life Insurance: Baron Jeffrey |
1 Beacon St, Boston, MA 02108 |
|
61753xxxx0 |
a.-***********@n*****************.com |
2 |
2 |
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107335 |
16201 |
108000 |
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Wellesley Investment Advisors |
20 William St Ste G5 Wellesley, MA 02481 |
|
78123xxxx0 |
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1 |
1 |
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Federal Street Advisors Inc |
50 Federal St, Boston, MA 02110 |
|
61735xxxx9 |
aso*****@f************.com |
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Neuberger Berman |
53 State St, Boston, MA 02109 |
|
61722xxxx9 |
abc***@n*.com |
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Summit Partners |
222 Berkeley St, Boston, MA 02116 |
|
61782xxxx0 |
aa@s*************.com |
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5 |
20 |
757 |
206 |
776 |
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McAdam Financial |
101 Federal St #1900, Boston, MA 02110 |
|
85726xxxx9 |
aar**@m*******.com |
5 |
86 |
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254 |
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Liberty Boston Group - UBS Financial Services Inc. |
32nd and 33rd floors, One Post Office Square, Boston, MA 02109 |
|
61743xxxx5 |
ade********@u**.com |
5.01 |
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Apollo Wealth Management |
678 Massachusetts Ave, Boston, MA 02118 |
|
61071xxxx1 |
hen********@a***********.com |
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The Starboard Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61726xxxx2 |
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Finance Boston |
101 Federal St, Boston, MA 02110 |
|
61786xxxx0 |
abl***@f************.com |
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22 |
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David C. Grosek - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61726xxxx4 |
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Merrill Lynch Financial Advisor Michael A Venezia |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx0 |
ale*********@m*.com |
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Ameriprise Financial Advisors |
63 Shore Rd Ste 25 Winchester, MA 01890 |
|
78172xxxx3 |
dns*****@a***.com |
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Benefit Planners Group |
Westwood, MA 02090 |
|
88858xxxx0 |
inf*@b*******************.com |
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27 |
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Birch Hill Investment Advisors |
One International Pl, Boston, MA 02110 |
|
61750xxxx0 |
ade********@b****************.com |
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Ryan Gallagher - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx6 |
dns*****@a***.com |
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126 |
3 |
123 |
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Mark Balfour - Registered Practice Associate, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61758xxxx2 |
dns*****@a***.com |
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Watertown Savings Bank |
60 Main St Watertown, MA 02472 |
|
61792xxxx0 |
aka***@w***************.com |
4 |
9 |
3 |
21 |
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1884 |
623 |
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Model Capital Management LLC |
15 Broad St Ste 300, Boston, MA 02109 |
|
61785xxxx7 |
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Hollenbaugh, Rukeyser, Safro, Williams - UBS Financial Services Inc. |
200 Clarendon St 24th Floor, Boston, MA 02116 |
|
21271xxxx1 |
ben*******************@u**.com |
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|
LEVATUS |
115 Newbury St Boston, MA 02116 |
|
61750xxxx0 |
dxx*******@l************.com |
5 |
3 |
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The Savings Bank |
907 Main St Wakefield, MA 01880 |
|
80024xxxx9 |
cma****@**w.tsbdirect |
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1180 |
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Merrill Lynch Financial Advisor Michael A. Bois |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx7 |
ale*********@m*.com |
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Barrington Partners |
77 Franklin St Ste 802, Boston, MA 02110 |
|
61748xxxx0 |
ahu****@b**********.com |
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Sandra Cullen - Tiaa Wealth Management Advisor |
97 Mt. Auburn St, Cambridge, Ma 02138 |
|
86684xxxx4 |
ama******@t***.org |
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12 |
90696 |
482 |
91948 |
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Ubs Securities |
1 International Pl, Boston, MA 02110 |
|
61731xxxx0 |
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The Seidman and Bevis Group - UBS Financial Services Inc. |
200 Clarendon St 24th Floor, Boston, MA 02116 |
|
61724xxxx0 |
ben*******************@u**.com |
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|
Roger LaPointe, Jr - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx5 |
and*****************@u**.com |
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Rick Bellew - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx6 |
rbc*********@r**.com |
|
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|
14811 |
|
16000 |
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José J. Rodriguez-Villalobos - UBS Financial Services Inc. |
Home Worker Fl, Home Worker Fl, FL 02109 |
|
61743xxxx1 |
abc*******@u**.com |
|
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Harris Rosenheim, CFP, AWMA - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61743xxxx4 |
abc*******@u**.com |
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Essex Investment Management Company |
125 High St Fl 18, Boston, MA 02110 |
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61734xxxx0 |
amc*******@e**********.com |
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Keith Weinstein - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
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61791xxxx8 |
dns*****@a***.com |
5.01 |
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Finer Wealth Management |
530 Loring Ave Ste 302 Salem, MA 01970 |
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97874xxxx1 |
mic**********@f****.com |
5 |
2 |
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793 |
66 |
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Commonwealth Financial Group |
101 Federal St #800, Boston, MA 02110 |
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61743xxxx9 |
aar**********@f*************.com |
5 |
2 |
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Numbers in Boxes |
649 Massachusetts Ave Ste 6 Cambridge, MA 02139 |
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61764xxxx0 |
inf*@n*************.com |
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5 |
2 |
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Aaron Piscia - Financial Advisor, Ameriprise Financial Services, LLC |
20 Park Plaza #439, Boston, MA 02116 |
|
50849xxxx0 |
aar*********@a***.com |
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Edward Jones - Financial Advisor: Tom Streep |
77 N Washington St Ste 100, Boston, MA 02114 |
|
61722xxxx6 |
a.j*********@e**********.com |
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Susquehanna Financial Group LLC |
1 Boston Pl # 2020, Boston, MA 02108 |
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61762xxxx0 |
a@s**.com |
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Emerson Investment Management Inc |
77 Franklin St Ste 3, Boston, MA 02110 |
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61742xxxx0 |
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Commonwealth Financial |
125 Summer Street, Boston, MA 02110 |
|
61764xxxx8 |
aar**********@f*************.com |
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EFidelity Investments |
255 State St Boston, MA 02109 |
|
30161xxxx0 |
x22***@j*********************.business |
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Merrill Lynch Wealth Management |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx0 |
bro*********@m*.com |
3 |
2 |
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CPMR Wealth Management Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx9 |
abc*******@u**.com |
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Santander Bank |
1150 Saratoga St, Boston, MA 02128 |
|
87776xxxx5 |
a.a******@s************.com |
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Sandy Leith - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx8 |
wms**********@r**.com |
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14811 |
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16000 |
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Financial Architects Partners |
265 Franklin St, Boston, MA 02110 |
|
61725xxxx0 |
cdo***@f*****.com |
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Robert Savage - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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South Shore Wealth Management |
500 Victory Rd Ste 400 Qunicy, MA 02171 |
|
61724xxxx4 |
ram**********@s*****************.com |
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7 |
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Edward Jones - Financial Advisor: Jeffrey W Wheeler |
535 Main St Winchester, MA 01890 |
|
78172xxxx9 |
a.j*********@e**********.com |
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Merrill Lynch Financial Advisor Melissa M. Cilmi |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx0 |
ale*********@m*.com |
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Centerpoint Advisors |
175 Highland Ave Ste 302 Needham, MA 02494 |
|
78140xxxx8 |
ant****@c******************.net |
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5 |
1 |
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American Express Financial Advisors |
197 8th St, Charlestown, MA 02129 |
|
61724xxxx0 |
ame******************@a***.com |
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Merrill Lynch Wealth Management |
440 Boylston St, Boston, MA 02116 |
|
61769xxxx6 |
ale*********@m*.com |
1 |
1 |
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Bessemer Trust Private Wealth Management Boston MA |
Two International Place, International Pl 22nd floor, Boston, MA 02110 |
|
61727xxxx0 |
Leg**@B*******.com |
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TD Banknorth |
298 Washingston St Brighton, MA 02135 |
|
61778xxxx4 |
a.c******@t**********.com |
|
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5 |
1 |
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843964 |
7456 |
849000 |
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Grenert MacIntyre Group |
53 State St Ste 3600, Boston, MA 02109 |
|
61772xxxx9 |
jef**********@r**.com |
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Scs Financial |
1 Winthrop Sq Ste 101, Boston, MA 02110 |
|
61720xxxx0 |
abb**@b********.com |
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87 |
46 |
115 |
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Absolute Investment Advisors |
350 Lincoln St Ste 216 Hingham, MA 02043 |
|
78174xxxx7 |
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Sandler O'Neill |
1 Boston Pl, Boston, MA 02108 |
|
61799xxxx0 |
aba***@s************.com |
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Haldor Investment Advisors L P |
60 State St Boston, MA 02109 |
|
61774xxxx0 |
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Santander Bank |
2235 Dorchester Ave, Boston, MA 02124 |
|
87776xxxx5 |
jan*****@s************.com |
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NUA Advisors |
394 Lowell St Ste 9 Lexington, MA 02420 |
|
78121xxxx0 |
inf*@n**********.com |
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Martingale Asset Mgmt |
222 Berkeley St # 19, Boston, MA 02116 |
|
61742xxxx0 |
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Da Cunha, Darrel, AGT |
121 Mount Vernon St, Boston, MA 02108 |
|
61736xxxx0 |
ame******************@a***.com |
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Modera Wealth Management |
Boston, MA 02116 |
|
61724xxxx8 |
aar********@m***********.com |
|
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90 |
|
113 |
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Single Point Partners |
277 Dartmouth St, Boston, MA 02116 |
|
61760xxxx0 |
abr****************@s****.com |
5 |
12 |
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21 |
4 |
26 |
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William Wiseman - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
|
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Frontier Capital |
99 Summer St Suite # M100, Boston, MA 02110 |
|
61742xxxx1 |
abe*****@f**********.com |
|
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Kevin MacIntyre - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx9 |
wms**********@r**.com |
|
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14811 |
|
16000 |
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Skyeburst Wealth Management - Ameriprise Financial Services |
275 Grove St Ste 1W-305 Auburndale, MA 02466 |
|
61750xxxx7 |
ale************@a***.com |
|
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2233 |
149 |
2200 |
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Cheryl Gross & Associates |
59 Temple Pl Ste 615, Boston, MA 02111 |
|
61742xxxx1 |
cag****@c************.com |
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Santander |
403 Highland Ave Somerville, MA 02144 |
|
61762xxxx5 |
kei********@s*******************.com |
|
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2.6 |
10 |
|
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124130 |
920 |
124991 |
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RBC Wealth Management Branch - Boston |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx0 |
wms**********@r**.com |
3 |
2 |
|
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14777 |
|
16000 |
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Roger LaPointe JR - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx5 |
acc***************@u**.com |
|
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The Dillon Group - UBS Financial Services Inc. |
32nd and 33rd floors, One Post Office Square, Boston, MA 02109 |
|
61743xxxx5 |
ade********@u**.com |
5.01 |
|
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Santander Bank |
1 Ashburton Pl, Boston, MA 02108 |
|
87776xxxx5 |
med***********@s********.us |
|
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124071 |
890 |
124839 |
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Dietrich Sussman Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx4 |
abc*******@u**.com |
|
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Merrill Lynch Financial Advisor Kirk J Wolford |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx2 |
ari*********@m*.com |
|
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Edward Harris, CFP - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61726xxxx9 |
|
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Santander Bank |
75 Federal St, Boston, MA 02110 |
|
61747xxxx1 |
aar**@s************.com |
|
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Bessemer Trust Private Wealth Management Boston MA |
2 International Pl, Boston, MA 02110 |
|
61727xxxx0 |
bes********************@a*********.email |
|
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Bornning & Scatergood |
1 International Pl, Boston, MA 02110 |
|
61742xxxx6 |
abo***@b**********.com |
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Erik Kotsopoulos - Financial Advisor, Ameriprise Financial Services |
546 Tremont St, Boston, MA 02116 |
|
61742xxxx6 |
bri***************@a***.com |
|
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Paul Fragala - Ameriprise Financial Advisor |
200 Unicorn Park Dr Woburn, MA 01801 |
|
78193xxxx1 |
dns*****@a***.com |
|
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Cerity Partners |
699 Boylston St, Boston, MA 02116 |
|
61753xxxx3 |
aad***@c*************.com |
|
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Financial Archtects Parnters |
111 Huntington Ave # 710, Boston, MA 02199 |
|
61725xxxx5 |
|
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Edward Jones - Financial Advisor: Michael J DeBiase, CRPC™ |
419 Boylston St #702, Boston, MA 02116 |
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61726xxxx2 |
a.j*********@e**********.com |
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83537 |
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Westfield Capital |
655 Atlantic Ave, Boston, MA 02111 |
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61742xxxx0 |
car****@w*****.com |
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Santander Bank |
279 Massachusetts Ave, Boston, MA 02115 |
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87776xxxx5 |
ale*********@s*******************.com |
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KCM Partners - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
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61724xxxx6 |
ade********@u**.com |
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Merrill Lynch Financial Advisor R. Gardner Loring |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx7 |
ale*********@m*.com |
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Santander Bank |
400 Fenway, Boston, MA 02115 |
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87776xxxx5 |
bro****@s************.com |
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Delta Partners |
265 Franklin St Ste 903, Boston, MA 02110 |
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61752xxxx0 |
bjo****@d*******.com |
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Simple Tuition |
268 Summer St, Boston, MA 02210 |
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61724xxxx0 |
3d@**w.simpletuition |
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Boston Investment Advisors |
33 Mount Vernon St Boston, MA 02108 |
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61722xxxx7 |
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Oliver Wyman |
200 Clarendon St, Boston, MA 02116 |
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61742xxxx0 |
aad*********@o**********.com |
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16055 |
137 |
16000 |
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Tia McNamara - Financial Advisor, Ameriprise Financial Services |
10 City Sq Ste 4TH, Charlestown, MA 02129 |
|
61758xxxx4 |
dns*****@a***.com |
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Sienel, Ali, AGT |
124 Main St, Charlestown, MA 02129 |
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61733xxxx8 |
ame******************@a***.com |
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Edward Jones - Financial Advisor: Jack McCarthy |
77 N Washington St Ste 100, Boston, MA 02114 |
|
61722xxxx6 |
a.j*********@e**********.com |
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Merrill Lynch Financial Advisor Nicole McConaghy |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx3 |
ban********************@m*.com |
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Solari Financial Planning, LLC |
10 Post Office Square 8th floor, Boston, MA 02109 |
|
60347xxxx8 |
eli******@s**************.com |
5 |
4 |
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Merrill Lynch Financial Advisor Driscoll M DoCanto |
440 Boylston St, Boston, MA 02116 |
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61769xxxx6 |
ale*********@m*.com |
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Mjd Capital |
101 Federal St, Boston, MA 02110 |
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61734xxxx5 |
cko@j*********.com |
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CPMR Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
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61743xxxx9 |
abc*******@u**.com |
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TFC Financial Management, Inc. |
260 Franklin St #1888, Boston, MA 02110 |
|
61721xxxx0 |
bha****@t***********.com |
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In Good Company |
1653 Beacon St Brookline, MA 02445 |
|
61769xxxx7 |
dom********@m*********.com |
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24 |
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Oechsle International Advisors |
33 Arch St Ste 3201, Boston, MA 02110 |
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61733xxxx0 |
aad****@a******************.com |
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KLR |
800 S St Ste 300 Waltham, MA 02453 |
|
78154xxxx0 |
abl***@k*********.com |
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636 |
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697 |
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Molly Solari |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx1 |
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Merrill Lynch Financial Advisor George N. Silvester |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx9 |
ale*********@m*.com |
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Mariner Wealth Advisors |
245 1st St Ste 1800, Cambridge, MA 02142 |
|
61735xxxx0 |
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Venus Capital |
99 Summer St Suite # M100, Boston, MA 02110 |
|
61742xxxx1 |
abe*****@f**********.com |
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Evergreen Retirement Planning |
399 Boylston St 6th Floor, Boston, MA 02116 |
|
97849xxxx8 |
nic*@e**********************.com |
5 |
5 |
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Greg Kelley - RBC Wealth Management Financial Advisor |
75 State St Suite 1700, Boston, MA 02109 |
|
61772xxxx9 |
gra**********@r**.com |
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46 |
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48 |
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Barrett Wealth Management |
1109 Washington St Weymouth, MA 02189 |
|
33949xxxx2 |
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KJH Financial Services |
75 2nd Ave Ste 602 Needham, MA 02494 |
|
78141xxxx9 |
a.a****@k*******************.com |
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Merrill Lynch Wealth Management |
483 Beacon St, Boston, MA 02115 |
|
78143xxxx5 |
aas***********@m*.com |
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Tyler Calder - M&T Bank |
280 Congress St Ste 1300, Boston, MA 02210 |
|
61745xxxx4 |
aam****@m**.com |
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92715 |
1928 |
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Philip Murray - Raymond James |
470 Atlantic Ave Fl 304, Boston, MA 02210 |
|
61727xxxx3 |
aar************@r***********.com |
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Ameriprise Financial Advisors |
56 Andrew St Lynn, MA 01901 |
|
78159xxxx2 |
ame****************@e*.ameriprise |
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Courtney Dunnells - Financial Advisor, Ameriprise Financial Services |
10 City Sq Ste 5TH, Charlestown, MA 02129 |
|
61739xxxx7 |
cou**************@a***.com |
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The Haynes Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61726xxxx6 |
abc*******@u**.com |
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Bolvin Wealth Management Group |
31 Milk St Boston, MA 02109 |
|
61734xxxx4 |
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J.P. Morgan Private Bank |
50 Rowes Wharf Fl 3 Boston, MA 02110 |
|
61731xxxx0 |
abc***@j*******.com |
4 |
4 |
1 |
1 |
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90236 |
|
115000 |
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Cooper Lapman Financial |
50 Congress St Ste 245, Boston, MA 02109 |
|
61755xxxx1 |
aar**********@l*******.com |
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Moody Lynn & Lieberson, LLC |
1 Boston Pl, Boston, MA 02108 |
|
61797xxxx0 |
ama*******@m********.com |
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Santander Bank |
2 South Sta, Boston, MA 02110 |
|
87776xxxx5 |
a.a******@s************.com |
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123919 |
1074 |
124000 |
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Merrill Lynch Financial Advisor Jaclyn A Gerson |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx4 |
ale*********@m*.com |
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Congress Wealth Management |
155 Seaport Blvd, Boston, MA 02210 |
|
61742xxxx0 |
afr******@c*************.com |
3.7 |
3 |
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PENA + WEISS FINANCIAL |
48 Chandler St, Boston, MA 02116 |
|
61748xxxx4 |
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Greg O'Brien - TD Wealth Financial Advisor |
200 State St, Boston, MA 02109 |
|
85726xxxx6 |
abc*******@t*.com |
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844708 |
7550 |
850000 |
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Ameriprise Financial Advisors |
555 High St Ste 201 Westwood, MA 02090 |
|
78147xxxx5 |
bri*********@a***.com |
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UBS Private Wealth Management |
200 Clarendon St, Boston, MA 02116 |
|
61724xxxx0 |
aar*******@u**.com |
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229809 |
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Kenney Steve |
1 Winthrop Sq Fl 4, Boston, MA 02110 |
|
61720xxxx0 |
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New Frontier Advisors |
155 Federal St, Boston, MA 02110 |
|
61748xxxx3 |
aga*******@n******************.com |
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5 |
2 |
BV Investment Partners |
125 High St 17th Floor, Boston, MA 02110 |
|
61790xxxx0 |
aha*****@b***.com |
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Santander Bank |
27 Beacon St, Boston, MA 02108 |
|
87776xxxx5 |
ale*********@s*******************.com |
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Webster Financial Advisors |
100 Franklin St, Boston, MA 02110 |
|
86069xxxx3 |
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Jdj Resources |
31 Milk St Ste 401, Boston, MA 02109 |
|
61764xxxx0 |
cta******@j***********.com |
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Modera Financial Advisors & Financial Planners - Boston, MA |
535 Boylston St #300, Boston, MA 02116 |
|
61724xxxx8 |
aar********@m***********.com |
5.03 |
|
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McLaughlin Wealth Management Partners - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx1 |
abc*******@u**.com |
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James Swallow Jr - Private Wealth Advisor, Ameriprise Financial Services |
529 Main St Ste P200, Charlestown, MA 02129 |
|
61733xxxx9 |
dns*****@a***.com |
|
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30 |
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Dugan Wealth Management - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx1 |
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Tyler Ash - TD Wealth Relationship Manager |
200 State St Ste 8TH, Boston, MA 02109 |
|
61731xxxx5 |
abc*******@t*.com |
|
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The McDonald Bechtel Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61743xxxx4 |
abc*******@u**.com |
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Bainco International Investors |
699 Boylston St Boston, MA 02116 |
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61753xxxx3 |
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Merrill Lynch Financial Advisor Jian Wang |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx6 |
ari*********@m*.com |
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Kirkland Advisors |
143 Newbury St, Boston, MA 02116 |
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61726xxxx0 |
a@c****************.com |
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Mark Panarese |
500 Boylston St #1300, Boston, MA 02116 |
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85750xxxx0 |
abc***@r*****.com |
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The Haynes Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
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61726xxxx6 |
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Edward Jones - Financial Advisor: Chiquita Rice |
1330 Beacon St Ste 242 S S Pierce Building Brookline, MA 02446 |
|
61773xxxx3 |
acc**********@e**********.com |
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Northwestern Mutual |
1 Beacon St fl 25, Boston, MA 02108 |
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61774xxxx0 |
a.-***********@n*****************.com |
5.011 |
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106060 |
16199 |
106524 |
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American Express Financial Advisors |
229 Massachusetts Ave Lexington, MA 02420 |
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78186xxxx0 |
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Timothy Nolan - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx1 |
dns*****@a***.com |
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11 |
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Lake Street Advisors |
155 Federal St Ste 502, Boston, MA 02110 |
|
61730xxxx0 |
ali***@l*****************.com |
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Anchor Capital Advisors LLC |
Two International Place, Boston, MA 02110 |
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61733xxxx0 |
aca@a************.com |
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Kevin Thurston - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61724xxxx8 |
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William Robinson - Financial Advisor, Ameriprise Financial Services, LLC |
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Leslie Torres-Arias - M&T Bank |
1 Post Office Square 32nd floor, Boston, MA 02109 |
|
97880xxxx2 |
aga***@m**.com |
5 |
1 |
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Kearsedge Boston Group |
1 Washington Mall Ste 1108 Government Center Boston, MA 02108 |
|
78154xxxx3 |
hr@k**************.com |
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T. A. Holland & Co. |
75 State St 1st Fl, Boston, MA 02109 |
|
61752xxxx6 |
afl******@t********.com |
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Ameriprise Financial Advisors |
950 Winter St Ste 4250 Waltham, MA 02451 |
|
78189xxxx7 |
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RBC Wealth Management |
1 Beacon St, Boston, MA 02108 |
|
61772xxxx0 |
rbc*********@r**.com |
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Doug J. Murstein, CPA |
251 Harvard St Ste 18 Brookline, MA 02446 |
|
61750xxxx1 |
dou*@d***************.com |
4.5 |
8 |
4.6 |
30 |
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Bank of America Financial Center |
440 Boylston St, Boston, MA 02116 |
|
61744xxxx0 |
ada*************@b***.com |
3.5 |
28 |
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871105 |
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Daniel Hall - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dah***@a***.com |
5 |
1 |
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Yas Capital |
79 Newbury St, Boston, MA 02116 |
|
61758xxxx9 |
inf*@y**.com |
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Christopher Sherman - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61726xxxx6 |
ale*******@u**.com |
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Collingwood Wealth Management |
90 Canal St Suite 400, Boston, MA 02114 |
|
61784xxxx5 |
dav************@c****************.com |
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Modera Wealth Management |
535 Boylston St Ste 300, Boston, MA 02116 |
|
61724xxxx8 |
aar********@m***********.com |
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The Harborside Wealth Management Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx3 |
abc*******@u**.com |
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Martinelli Wealth Management - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx2 |
abc*******@u**.com |
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Boynton Insurance Group |
72 River Park St Needham, MA 02494 |
|
61750xxxx5 |
chi*@b********************.com |
4.6 |
22 |
3 |
4 |
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Phil Perry - Keenan Financial |
470 Atlantic Ave Fl 4 Boston, MA 02210 |
|
61721xxxx5 |
ben***********@k**************.com |
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5 |
10 |
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349 |
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Christopher J Logue - Branch Manager, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx0 |
chr**************@a***.com |
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Bjorn Koch - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx0 |
ade********@u**.com |
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Little McLeod Valentine Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61726xxxx9 |
abc*******@u**.com |
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Merrill Lynch Private Wealth Advisor Raj Sharma |
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61794xxxx0 |
dom*****************@b************.com |
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Bunker Hill Capital |
260 Franklin St Ste 1860, Boston, MA 02110 |
|
61772xxxx0 |
ang***@b****************.com |
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Citizens Bank |
1200 Hancock Street Lbby Quincy, MA 02169 |
|
61798xxxx2 |
|
2.9 |
14 |
3.2 |
10 |
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Baum Wealth Advisors - Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx6 |
d.b***@a***.com |
|
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52 |
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57 |
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Investor Group |
189 State St, Boston, MA 02109 |
|
61757xxxx5 |
|
5.02 |
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Kellie D Jacques - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx1 |
dns*****@a***.com |
|
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Cambridge Trust |
1 Federal St Boston, MA 02110 |
|
61777xxxx0 |
abu*******@c*************.com |
|
3 |
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Turan Corporation |
160 Federal St Fl 21, Boston, MA 02110 |
|
61743xxxx2 |
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High Street Equity |
53 State Street, Suite 1306, Boston, MA 02109 |
|
61734xxxx0 |
bch******@h*******.com |
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Loomis Sayles |
655 Atlantic Ave, Boston, MA 02111 |
|
61747xxxx2 |
adm**@i*****************.com |
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First Light Capital |
60 State St Ste 3710, Boston, MA 02109 |
|
61778xxxx7 |
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Parlin Investments |
99 High St, Boston, MA 02110 |
|
61726xxxx0 |
ade*****@b******.com |
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Merrill Lynch Financial Advisor Cameron Markley |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx7 |
ale*********@m*.com |
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Keenan Financial |
11 Beacon St 13th Floor, Boston, MA 02108 |
|
97827xxxx3 |
ben***********@k**************.com |
5 |
1 |
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5 |
10 |
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349 |
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Boston Financial Management |
255 State St, Boston, MA 02109 |
|
61733xxxx8 |
abb**@b********.com |
5 |
1 |
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87 |
46 |
116 |
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Bradford J Rindler - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
bra*************@a***.com |
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Ameriprise Financial Advisors |
197 8th St Ste 750 Charlestown, MA 02129 |
|
61724xxxx2 |
dns*****@a***.com |
|
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1 |
1 |
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Evergreen Investments |
200 Berkeley St Ste 22, Boston, MA 02116 |
|
61721xxxx0 |
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Michael Szablak, CFP - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx1 |
abc*******@u**.com |
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Rob Larochelle, AIF - Financial Planner & Investment Advisor |
200 Clarendon St, Boston, MA 02116 |
|
20777xxxx2 |
dar****************@f*******.com |
|
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204 |
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5 |
10 |
Edward Jones - Financial Advisor: Tim Mazanec |
419 Boylston St Ste 702, Boston, MA 02116 |
|
61726xxxx2 |
and*******@c*************.ca |
|
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5 |
1 |
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Back Bay Financial Group Inc |
535 Boylston St Ste 300, Boston, MA 02116 |
|
61724xxxx8 |
aar********@m***********.com |
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RBC Global Asset Management |
225 Franklin St, Boston, MA 02110 |
|
85735xxxx5 |
aar*******@r**.com |
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Edward Jones - Financial Advisor: Timothy Braceland |
130 Rumford Ave, Ste 101 Newton, MA 02466 |
|
61752xxxx5 |
a.j*********@e**********.com |
|
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85307 |
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Allen Financial Advisors |
1 Longfellow Pl Ste 3708 Boston, MA 02114 |
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61772xxxx5 |
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Santander Bank |
900 Commonwealth Ave, Boston, MA 02215 |
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87776xxxx5 |
a.a******@s************.com |
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Santander Bank |
437 Rutherford Ave, Boston, MA 02129 |
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61724xxxx2 |
aar**@s************.com |
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Hoopoe Advisors |
603 Massachusetts Ave, Boston, MA 02118 |
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61770xxxx9 |
doe@h*************.com |
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StockCross Financial Services |
77 Summer Street, Boston, MA 02110 |
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80022xxxx6 |
and************@s*********.com |
5.04 |
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351 |
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Uva, Marsden Wealth Management Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61743xxxx1 |
abc*******@u**.com |
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Koch Cook Cairone - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
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61724xxxx2 |
ade********@u**.com |
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South End Wealth Management - Ameriprise Financial Services, LLC |
546 Tremont St, Boston, MA 02116 |
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61742xxxx6 |
bri***************@a***.com |
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189 |
8 |
190 |
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Darrow Wealth Management |
22 Boston Wharf Rd 7th floor, Boston, MA 02210 |
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61733xxxx0 |
adi@d*********************.com |
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55 |
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Salsify Inc |
101 Federal St, Boston, MA 02110 |
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61733xxxx0 |
ak@r******.com |
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316 |
58 |
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Ernie Joseph - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx0 |
wms**********@r**.com |
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14640 |
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16000 |
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Steve Benak - Registered Practice Associate, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
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61791xxxx2 |
dns*****@a***.com |
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Arabesque Asset Management Usa, Inc. |
1 International Pl Ste 1850, Boston, MA 02110 |
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61726xxxx3 |
axx@m**************.com |
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5 |
1 |
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Christopher Petrik - Ameriprise Financial Advisor |
100 Grandview Rd Ste 210 Braintree, MA 02184 |
|
78181xxxx0 |
all*************@a***.com |
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Bolvin Wealth Management Group Inc |
31 Milk St #203, Boston, MA 02109 |
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61734xxxx4 |
bil************@b***********.com |
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Richard Baum - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
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61791xxxx5 |
d.b***@a***.com |
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52 |
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Thomas Wood, CFP - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx7 |
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Wells Fargo Advisors |
260 Franklin St Ste 700, Boston, MA 02110 |
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61725xxxx7 |
&.m****@w*****************.com |
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Hall Dudley Capital Mgmt |
183 State St, Boston, MA 02109 |
|
61755xxxx3 |
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Davis Executive Wealth Management Group at Steward Partners |
Christian Science Center- Belvidere/ Dalton, Suite 3210, Boston, MA 02110 |
|
61737xxxx8 |
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Santander Bank |
474 W Broadway, South Boston, MA 02127 |
|
61746xxxx3 |
a.a******@s************.com |
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Merrill Lynch Wealth Management |
1 Federal St, Boston, MA 02110 |
|
61794xxxx0 |
aas***********@m*.com |
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McCarthy Capital Corp |
1 International Pl, Boston, MA 02110 |
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61733xxxx0 |
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AssetGrade, LLC |
1 Boston Pl #2600, Boston, MA 02108 |
|
61793xxxx7 |
inf*@a*********.com |
5 |
1 |
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Ameriprise Financial Advisors |
220 Forbes Rd Ste 206 Braintree, MA 02184 |
|
78184xxxx6 |
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Empirical Asset Management |
2223 Washington St Ste 101 Newton, MA 02462 |
|
78143xxxx0 |
ali**@e**********.com |
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Ameriprise Financial Advisors |
639 Granite St LL6 Braintree, MA 02184 |
|
78184xxxx9 |
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The Veritas Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx7 |
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Revere Securities |
160 State St Fl 7 Boston, MA 02109 |
|
85745xxxx2 |
ama********@r***************.com |
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Harris Wealth Management - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61726xxxx9 |
abc*******@u**.com |
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UBS Financial Service |
200 Clarendon St, Boston, MA 02116 |
|
61724xxxx1 |
aac*****@b****************.com |
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Charles Schwab |
1262 Boylston St Fl 01 Chestnut Hill, MA 02467 |
|
61771xxxx0 |
asc********@s*****.com |
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2.6 |
5 |
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Csa Financial |
109 Union Wharf, Boston, MA 02109 |
|
61772xxxx0 |
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Edward Jones - Financial Advisor: Tyler C Gates |
304 Cambridge Rd Ste 220 Woburn, MA 01801 |
|
78193xxxx7 |
a.j*********@e**********.com |
|
12 |
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84241 |
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Sandler O'Neill & Partners LP |
1 Boston Pl, Boston, MA 02108 |
|
61799xxxx0 |
aba***@s************.com |
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906 |
99 |
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Beacon Wealth Advisors |
1330 Beacon St Ste 355A Brookline, MA 02446 |
|
61773xxxx9 |
inf*@b**************.com |
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4.4 |
7 |
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Edward Jones - Financial Advisor: David H Im |
754 Massachusetts Ave Arlington, MA 02476 |
|
78164xxxx4 |
a.j*********@e**********.com |
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127 |
2 |
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BRIDGE Wealth Management |
60 State St Floor 21, Boston, MA 02109 |
|
61791xxxx6 |
dns*****@a***.com |
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80 |
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81 |
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Boston Capital Wealth Management of Raymond James |
225 Franklin St Ste 2200, Boston, MA 02110 |
|
61789xxxx1 |
aar************@r***********.com |
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17195 |
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Frank X Addonizio - Private Wealth Advisor, Ameriprise Financial Services |
20 Park Plz Ste 439, Boston, MA 02116 |
|
61784xxxx0 |
dns*****@a***.com |
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489 |
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490 |
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The Charles River Group - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx3 |
abc*******@u**.com |
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C D Katz |
410 Boston Post Rd Ste 28, Fl 2 Sudbury, MA 01776 |
|
97844xxxx2 |
are*@c*****.com |
5 |
12 |
5 |
1 |
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Merrill Lynch Financial Advisor G Eric Thornton |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx4 |
ale*********@m*.com |
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Keller Wealth Consulting Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx2 |
abc*******@u**.com |
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Mission Wealth |
225 Franklin St Fl 26 Boston, MA 02110 |
|
61775xxxx1 |
ach****@m************.com |
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Artemis Financial Advisors |
115 Newbury St, Boston, MA 02116 |
|
61754xxxx0 |
agu******@a**************.com |
5 |
3 |
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144 |
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152 |
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Llm Capital Partners |
50 Congress St Ste 945, Boston, MA 02109 |
|
61733xxxx5 |
adm**********@l*********.com |
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Karen Johnston |
426 Boylston St, Boston, MA 02116 |
|
61236xxxx1 |
a.p*****@c***********.com |
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180245 |
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M Financial Group |
20 Park Plz Ste 637, Boston, MA 02116 |
|
61742xxxx7 |
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Boston Portfolio Advisers |
6 Beacon St Ste 215, Boston, MA 02108 |
|
61722xxxx7 |
inf*@b**********************.com |
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Keith Weinstein - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx8 |
and*************@a***.com |
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Justin Glucksman - UBS Financial Services Inc. |
500 Boylston St #1300, Boston, MA 02116 |
|
85750xxxx0 |
abc***@r*****.com |
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Christopher Sherman - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61726xxxx6 |
abc*******@u**.com |
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Dugan Wealth Management - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx1 |
abc*******@u**.com |
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Hancock Natural Resource Group |
99 High St Ste 26, Boston, MA 02110 |
|
61774xxxx0 |
dns******@c********.com |
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Merrill Lynch Wealth Management |
40 Broad St, Boston, MA 02109 |
|
61742xxxx1 |
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Ameriprise Financial |
33 Arch St Ste 2102, Boston, MA 02110 |
|
61745xxxx0 |
ame****************@e*.ameriprise |
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Ameriprise Financial |
60 State St, Boston, MA 02109 |
|
61791xxxx8 |
eri*******@a***.com |
|
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The Gold Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
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61726xxxx2 |
ade********@u**.com |
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Merrill Lynch Financial Advisor Jason L Silverman |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx6 |
ale*********@m*.com |
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Arthur W Wood Co Inc |
50 Congress St, Boston, MA 02109 |
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61754xxxx0 |
cus************@a*********.com |
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A.G. Edwards & Sons Incorporated |
10 Saint James Ave, Boston, MA 02116 |
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61748xxxx1 |
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LP Capital Advisors |
545 Boylston St Ste 202, Boston, MA 02116 |
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61783xxxx0 |
eve***@s*****************.com |
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Corporate Executive Consulting Group - UBS Financial Services Inc. |
One Post Office Square 33rd Floor, Boston, MA 02109 |
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61743xxxx7 |
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Federated MDT Advisers |
125 High St, Boston, MA 02110 |
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61723xxxx0 |
a@f*****************.com |
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Baystate Financial Services Daroff Herbert |
200 Clarendon St, Boston, MA 02116 |
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61758xxxx2 |
aac*****@b****************.com |
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J Ali Alimi - Financial Advisor, Ameriprise Financial Services |
127 Main St Ste 8, Boston, MA 02129 |
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61733xxxx8 |
all**************@a***.com |
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58 |
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Mayflower Advisors LLC |
265 Franklin St #4, Boston, MA 02110 |
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61725xxxx7 |
ali*********@m****************.com |
5 |
2 |
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Albert Dobrushkin, Merrill Lynch Financial Advisor |
2221 Washington St Newton, MA 02462 |
|
61724xxxx6 |
aas***********@m*.com |
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1 |
1 |
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Markson Financial Planning |
8 Gloucester St, Boston, MA 02115 |
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50847xxxx1 |
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Edward Jones - Financial Advisor: David A Noetzel |
535 Main St Winchester, MA 01890 |
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78172xxxx9 |
a.j*********@e**********.com |
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84241 |
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BRIDGE Wealth Management - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
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61791xxxx5 |
dns*****@a***.com |
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80 |
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81 |
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Peak Financial Management |
93 Worcester St Ste 101 Wellesley, MA 02481 |
|
78148xxxx0 |
chr**@p*************.com |
4.1 |
9 |
5 |
2 |
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123 |
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157 |
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Polaris Capital |
125 Summer St Ste 1410, Boston, MA 02110 |
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61795xxxx5 |
aho********@p*************.com |
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Kiley Michelle |
20 Park Plz, Boston, MA 02116 |
|
61742xxxx7 |
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Hellman Jordan Management Co |
75 State St Ste 2420, Boston, MA 02109 |
|
61726xxxx0 |
ag@h************.com |
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Hertel & Konish Wealth Management Group of Wells Fargo Advisors |
Two International Pl, Fl 20 Boston, Boston, MA 02110 |
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86631xxxx4 |
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Batterymarch Financial Management |
200 Clarendon St, Boston, MA 02116 |
|
61726xxxx0 |
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Advanced Technology Ventures |
500 Boylston St #1380, Boston, MA 02116 |
|
61785xxxx0 |
abe**@a*********.com |
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Merrill Lynch Wealth Management |
100 Federal St Bsmt 6, Boston, MA 02110 |
|
61794xxxx0 |
ale*********@m*.com |
3 |
2 |
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Jeff D Montieth - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61731xxxx3 |
dns*****@a***.com |
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Segal Marco Advisors |
116 Huntington Ave Ste 800, Boston, MA 02116 |
|
61742xxxx0 |
aam****@s******.com |
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Santander Bank |
6 Francis St, Boston, MA 02115 |
|
87776xxxx5 |
a.a******@s************.com |
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New England Financial |
501 Boylston St, Boston, MA 02116 |
|
61757xxxx0 |
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Fenway Financial Advisors |
20 Park Plz Lbby 4, Boston, MA 02116 |
|
61794xxxx2 |
cca****@f***************.com |
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Aaron Piscia - Financial Advisor, Ameriprise Financial Services |
20 Park Plz Ste 439, Boston, MA 02116 |
|
50849xxxx0 |
aar*********@a***.com |
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TIAA Financial Services |
33 Arch St Suite 1210, 12th floor, Boston, MA 02110 |
|
87755xxxx2 |
acc******************@t***.org |
5 |
1 |
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Fiduciary Trust Company |
53 State St, Boston, MA 02109 |
|
61748xxxx0 |
a.b*****@f**************.com |
5 |
2 |
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Archer Bay Capital |
62 Commercial Wharf Boston, MA 02110 |
|
61745xxxx9 |
jsm***@a***************.com |
5 |
3 |
5 |
4 |
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Scott Grenert - RBC Wealth Management Financial Advisor |
53 State St Ste 3600, Boston, MA 02109 |
|
61772xxxx8 |
jef**********@r**.com |
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Merrill Lynch Financial Advisor Ari Stern Weber |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx0 |
ale*********@m*.com |
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Simple Tuition |
268 Summer St Ste 502, Boston, MA 02210 |
|
61724xxxx0 |
cma*******@s************.com |
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Merrill Lynch Wealth Management |
710 Washington St, Boston, MA 02111 |
|
61794xxxx3 |
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Fidelity Investments |
155 Congress St Boston, MA 02110 |
|
61736xxxx9 |
a61****@f*******.com |
3.1 |
12 |
1.7 |
22 |
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329112 |
|
353000 |
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The LT Investment Group |
53 State St Ste 3600, Boston, MA 02109 |
|
61772xxxx8 |
joh*******@c*.rbcwealthmanagement |
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MassMutual - Fan Pier Campus |
10 Fan Pier Blvd, Boston, MA 02210 |
|
61769xxxx0 |
aah*****@m*********.com |
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Mission Wealth |
1329 Highland Ave Needham, MA 02492 |
|
85558xxxx0 |
ach****@m************.com |
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Finer Financial & Tax |
530 Loring Ave Ste 302 Salem, MA 01970 |
|
97874xxxx8 |
inf*@f*********.com |
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PSS Partners - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61724xxxx5 |
abc*******@u**.com |
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Nathan Richard - Ameriprise Financial Services |
60 Walnut St Ste 101B Wellesley, MA 02481 |
|
78177xxxx4 |
dns*****@a***.com |
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5 |
1 |
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The Buckley Williams Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx2 |
and*****************@u**.com |
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Paul Timothy Connolly - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx0 |
abc*******@u**.com |
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The Vail Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx9 |
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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 |
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Steve Benak - Registered Practice Associate, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx2 |
dns*****@a***.com |
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The SGR Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx4 |
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Holm Investment Advisors |
11 Norumbega Ct Auburndale, MA 02466 |
|
61796xxxx5 |
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Bellew Wealth Management Group |
53 State St Ste 3600, Boston, MA 02109 |
|
61772xxxx6 |
joh*******@c*.rbcwealthmanagement |
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Brown Advisory |
100 High St 27th floor, Boston, MA 02110 |
|
61771xxxx0 |
aa@b************.com |
|
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725 |
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Water Street Associates |
117 Water St Boston, MA 02109 |
|
61751xxxx1 |
am@w*************.com |
4.3 |
6 |
4.5 |
8 |
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Grantham Mayo Van Otterloo & Co |
40 Rowes Wharf Boston, MA 02110 |
|
61733xxxx0 |
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1 |
1 |
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Collins Financial Advisors |
1 W Foster St Melrose, MA 02176 |
|
78166xxxx7 |
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|
Merrill Lynch Financial Advisor Aviv Hod |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx2 |
ale*********@m*.com |
|
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Bollard Group |
1 Joy St, Boston, MA 02108 |
|
61753xxxx9 |
ana******************@b******.com |
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The Charles River Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx3 |
abc*******@u**.com |
|
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Ameriprise Financial |
197 8th St Ste 750, Charlestown, MA 02129 |
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61724xxxx0 |
ame******************@a***.com |
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Bank of America Financial Center |
161 Cambridge St Boston, MA 02114 |
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61772xxxx0 |
ada*************@b***.com |
2.9 |
19 |
2.9 |
9 |
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886158 |
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Stellah Tax Financial Consulting Firm |
Boston, MA 02108 |
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50824xxxx4 |
inf*@s*********.com |
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5 |
1 |
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Bernstein Investment Research & Management |
53 State St, Boston, MA 02109 |
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61778xxxx0 |
aak********@b********.com |
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John Rogers - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
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61745xxxx0 |
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3.01 |
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Mainsail Advisor Group |
480 Adams St Ste 1 Milton, MA 02186 |
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61769xxxx5 |
cin**@m*******************.com |
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Michael Mackintire of Janney Montgomery Scott LLC |
60 State St Suite 1350, Boston, MA 02109 |
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61737xxxx4 |
aal******@j*****.com |
5 |
1 |
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Santander Bank |
55 Summer St, Boston, MA 02110 |
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87776xxxx5 |
ale*********@s*******************.com |
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Flagship Harbor Advisors |
346 Commercial Street, Boston, MA 02109 |
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85735xxxx9 |
aba*****@f*************.com |
5.013 |
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Tom Duval - Financial Advisor, Ameriprise Financial Services, LLC |
121 Mt Vernon St, Boston, MA 02108 |
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61736xxxx6 |
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Ameriprise Financial Advisors |
865 Providence Hwy Ste 200 Dedham, MA 02026 |
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78125xxxx2 |
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Molly Solari - RBC Wealth Management Financial Advisor |
53 State St Ste 3600, Boston, MA 02109 |
|
61772xxxx1 |
lia********@r**.com |
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53 |
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59 |
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Lighthouse Capital |
33 Arch St Ste 3200, Boston, MA 02110 |
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78135xxxx4 |
adm**@a**********.com |
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Sage Advisory Group LLC |
66 Beacon St, Boston, MA 02108 |
|
61736xxxx1 |
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Merrill Lynch Financial Advisor Sean Kolloff |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx4 |
ale*********@m*.com |
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Merrill Lynch Financial Advisor Timothy J Sullivan |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx6 |
ale*********@m*.com |
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Professional Planners Inc |
20 Park Plz, Boston, Ma 02116 |
|
61794xxxx6 |
ada**@f*************.com |
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Mitchell Riesenberger - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx1 |
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The Cotter Schena Group - UBS Financial Services Inc. |
One Post Office Square 35th Floor, Boston, MA 02109 |
|
61726xxxx9 |
abc*******@u**.com |
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Fleetstar Financial |
535 Boylston St Ste 601, Boston, MA 02116 |
|
61723xxxx0 |
ale*@f********.com |
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Optio Wealth Management Group - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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Peter Laird - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx6 |
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Shannon Toner - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx0 |
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Acceleration International |
21 Milk St Ste 5, Boston, MA 02109 |
|
61755xxxx3 |
gm@a**************.com |
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Baystate Fiduciary Advisors |
101 Federal St Suite 1900, Boston, MA 02110 |
|
86641xxxx5 |
dns******@c********.com |
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Legacy Wealth Management |
126 N Washington St Boston, MA 02114 |
|
61751xxxx0 |
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Merrill Lynch Financial Advisor Ari Stern Weber |
100 Federal St 16th Floor, Boston, MA 02110 |
|
61794xxxx0 |
ari*********@m*.com |
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McEntee, Michael |
60 State St, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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Kelly Financial Services LLC |
10 Forbes Rd #130, Braintree, MA 02184 |
|
78184xxxx0 |
bet**@k*************.org |
4.7 |
80 |
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Rise North Capital |
25 Braintree Hill Office Park Ste 403 Braintree, MA 02184 |
|
78151xxxx9 |
bor***@r***************.com |
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4 |
4 |
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305 |
15 |
320 |
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Santander Bank |
176 Federal St, Boston, MA 02110 |
|
87776xxxx5 |
aar**@s************.com |
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Payden & Rygel |
265 Franklin St Ste 1603, Boston, MA 02110 |
|
61780xxxx0 |
aha****@p*****.com |
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John Scribner, CFA - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx0 |
abc*******@u**.com |
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Hannah Doherty - UBS Financial Services Inc. |
One Post Office Square, 32nd and 33rd floor, Boston, MA 02109 |
|
61743xxxx6 |
ali************@u**.com |
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McAdam Financial |
84 State St Ste 1040, Boston, MA 02109 |
|
85726xxxx9 |
aar**@m*******.com |
4.9 |
88 |
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252 |
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5 |
72 |
Matthew Bechtel, CFP® - UBS Financial Services Inc. |
One Post Office Square, 32nd and 33rd floor, Boston, MA 02109 |
|
61743xxxx5 |
ade********@u**.com |
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Steven Smith - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx1 |
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Bernstein Investment Research & Management |
50 State St, Boston, MA 02109 |
|
61778xxxx0 |
aak********@b********.com |
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Merrill Lynch Financial Advisor Robert A. White |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx9 |
ale*********@m*.com |
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Integritas Financial Advisors |
346 Commercial St, Boston, MA 02109 |
|
97898xxxx4 |
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5 |
3 |
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David Poulin - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx8 |
rbc*********@r**.com |
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Merrill Lynch Financial Advisor Brian Carney |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx1 |
ale*********@m*.com |
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Solari Financial Planning |
10 Post Office Square Fl 8 Boston, MA 02109 |
|
60347xxxx8 |
joh*@s**************.com |
5 |
4 |
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Leslie Torres-Arias - M&T Bank |
1 Post Office Sq 32nd Fl, Boston, MA 02109 |
|
97880xxxx2 |
aga***@m**.com |
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Ameriprise Financial Advisors |
35 Highland Cir Ste 300 Needham Heights, MA 02494 |
|
78144xxxx5 |
ame****************@e*.ameriprise |
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Merrill Lynch Financial Advisor Renee M Burns |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx6 |
ari*********@m*.com |
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Merrill Lynch Financial Advisor Daniel G Heyman |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx8 |
ale*********@m*.com |
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Ameriprise Financial Advisors |
100 Grandview Rd Braintree, MA 02184 |
|
78135xxxx6 |
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Modera Financial Advisors & Financial Planners |
535 Boylston St #300, Boston, MA 02116 |
|
61724xxxx8 |
aar********@m***********.com |
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Edward Jones - Financial Advisor: Sean P Hogan |
216 Washington St Brookline, MA 02445 |
|
61773xxxx8 |
a.j*********@e**********.com |
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86724 |
|
98000 |
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Heritage Financial Services |
100 Lowder Brook Dr Ste 1000 Westwood, MA 02090 |
|
78122xxxx4 |
aal*******@h****************.net |
5 |
2 |
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266 |
3 |
269 |
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U.S. Wealth Management |
30 Braintree Hill Office Park Suite, 201 Office Park Suite, 201 Braintree, MA 02184 |
|
78184xxxx0 |
ada**@u*****************.com |
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Spring Creek Investment Advisors |
46 Austin St Hyde Park, MA 02136 |
|
61743xxxx7 |
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Thomas Wood, CFP - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx7 |
abc*******@u**.com |
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The Harborside Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx3 |
abc*******@u**.com |
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Aureus Asset Management |
1 Winthrop Sq, Boston, MA 02110 |
|
61772xxxx0 |
amc***@a***********.com |
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Elm Tree Capital |
18 Shipyard Dr Ste 2A Hingham, MA 02043 |
|
78123xxxx2 |
eri*@e*************.com |
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Charter Capital Mgmt Inc |
176 Federal St Fl MEZZ, Boston, MA 02110 |
|
61743xxxx5 |
aca**@c********.com |
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Caroline Hill |
500 Boylston St #1300, Boston, MA 02116 |
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85750xxxx0 |
abc***@r*****.com |
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True North Wealth Management - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
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61743xxxx1 |
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Glen Capital Partners LLC |
31 St James Ave, Boston, MA 02116 |
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61722xxxx0 |
gsu***@g**********.com |
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Choate Investment Advisors |
2 International Pl, Boston, MA 02110 |
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61797xxxx0 |
aan******@c*****.com |
3.113 |
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Northland Investments |
160 State St, Boston, MA 02109 |
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61722xxxx5 |
aan*******@n********.com |
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Chestnut Hill Wealth Management Group |
75 Arlington Street 10th Floor, Boston, MA 02116 |
|
61784xxxx1 |
dav*********@c****.com |
1 |
1 |
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Trillium Asset Management |
60 South St Ste 1100 Two Financial Center Boston, MA 02111 |
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61742xxxx5 |
ajo*******@t*************.com |
5 |
2 |
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Hara Dean |
342 Commercial St # C-1, Boston, MA 02109 |
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78143xxxx6 |
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Impact Private Wealth Group |
53 State St Suite 3600, Boston, MA 02109 |
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61772xxxx2 |
gab**************@r**.com |
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2 |
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Rockport Capital Partners |
160 Federal St Fl 18, Boston, MA 02110 |
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61791xxxx0 |
ayo****@r**********.com |
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Fbr & Co |
1 International Pl, Boston, MA 02110 |
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61795xxxx3 |
aal*****@f**.com |
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Moody Lynn & Co |
1 Boston Pl Ste 3700A, Boston, MA 02108 |
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61797xxxx0 |
ama*******@m********.com |
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Painewebber |
1 Post Office Sq, Boston, MA 02109 |
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61735xxxx5 |
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The Wartosky Group, LLC |
84 State St, Boston, MA 02109 |
|
61722xxxx0 |
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3.7 |
3 |
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Fawcett Daniel W |
31 Milk St Ste 820, Boston, MA 02109 |
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61733xxxx9 |
con****@p*************.org |
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Jonathan Salaciak - Registered Practice Associate, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx8 |
dns*****@a***.com |
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Tia McNamara - Financial Advisor, Ameriprise Financial Services |
10 City Sq Ste 5TH, Charlestown, MA 02129 |
|
61758xxxx4 |
dns*****@a***.com |
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Edward Jones - Financial Advisor: Tom Crowley |
1692 Massachusetts Ave Cambridge, MA 02138 |
|
61749xxxx0 |
a.j*********@e**********.com |
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1 |
1 |
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85094 |
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Bulger Capital |
312 Stuart St, Boston, MA 02116 |
|
61767xxxx0 |
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Congress Financial Corp Of New England |
1 Post Office Sq Ste 3600, Boston, MA 02109 |
|
61733xxxx8 |
a.b********@w*********.com |
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155269 |
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Singletary Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx6 |
abc*******@u**.com |
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Sentry Hill Financial Advisors |
1 Beacon St Ste 25B, Boston, MA 02108 |
|
61753xxxx4 |
acc******@n*.com |
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Westview Capital Partners |
125 High St Ste 2612, Boston, MA 02110 |
|
61729xxxx0 |
bmr@w********.com |
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Stern Agee |
265 Franklin St Ste 310, Boston, MA 02110 |
|
61744xxxx3 |
age******@s*********.com |
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Merrill Lynch Financial Advisor Chris Hayden |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx3 |
ale*********@m*.com |
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Mark Balfour - Registered Practice Associate, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61758xxxx2 |
dns*****@a***.com |
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Munroe Morrow Wealth Management |
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Pension Reserves Invstmnt Mgmt |
84 State St Ste 250, Boston, MA 02109 |
|
61794xxxx1 |
aab******@m********.com |
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Paceline Wealth Management |
50 Milk Street, 16th Floor, Boston, MA 02110 |
|
61744xxxx2 |
jbo***@p*************.com |
5 |
3 |
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Boston Trust & Investment Management |
1 Beacon St Ste 33, Boston, MA 02108 |
|
61772xxxx0 |
aau*******@b**********.com |
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American Express |
101 Arch St, Boston, MA 02110 |
|
61734xxxx8 |
aar**@a**************.com |
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906416 |
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Matthew Bechtel, CFP® - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx5 |
abc*******@u**.com |
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Bank of America Financial Center |
65 Franklin St Boston, MA 02110 |
|
61745xxxx6 |
ada*************@b***.com |
3.4 |
10 |
4 |
2 |
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882101 |
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Cantor Fitzgerald & Co Inc |
145 High St, Boston, MA 02110 |
|
61773xxxx9 |
aad******@c*****.com |
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4.8 |
23 |
3376 |
22 |
3300 |
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Peter Cotter - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx9 |
abc*******@u**.com |
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Sullivan Partners - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61724xxxx4 |
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The Greater Boston Group - Morgan Stanley |
28 State St 26th Floor, Boston, MA 02109 |
|
61758xxxx8 |
acm***********@m************.com |
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Erik Kotsopoulos - Financial Advisor, Ameriprise Financial Services, LLC |
546 Tremont St, Boston, MA 02116 |
|
61742xxxx6 |
bri***************@a***.com |
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Sandra Gilpatrick |
101 Federal St Fl 19 Boston, MA 02110 |
|
61731xxxx5 |
san**************@l**.com |
5 |
7 |
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Daniel Gurian, CFP®, CPWA® - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx5 |
abc*******@u**.com |
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Gary Bruno - RBC Wealth Management Financial Advisor |
53 State St Ste 3600, Boston, MA 02109 |
|
61772xxxx6 |
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Peter Cotter - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx9 |
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Michael Alimi - Private Wealth Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx7 |
and*************@a***.com |
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Curtin and Associates - Ameriprise Financial Services |
20 Park Plz Ste 439, Boston, MA 02116 |
|
87752xxxx2 |
aar*********@a***.com |
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Axiom Capital Group Inc |
21 Custom House St Ste 240, Boston, MA 02110 |
|
61772xxxx4 |
ale******@a****************.com |
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Lake Street Advisors |
101 Federal St Ste 2215, Boston, MA 02110 |
|
61730xxxx0 |
ali***@l*****************.com |
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Wells Fargo Advisors |
8 Faneuil Hall Market Pl, Boston, MA 02109 |
|
61797xxxx5 |
a-w***************@w*****************.com |
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Venus Capital Managememt |
99 Summer St Suite # M100, Boston, MA 02110 |
|
61742xxxx1 |
abe*****@f**********.com |
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Vincent Panzini - Financial Advisor, Ameriprise Financial Services, LLC |
20 Park Plaza #439, Boston, MA 02116 |
|
87752xxxx2 |
aar*********@a***.com |
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Merrill Lynch Financial Advisor Gregory L. Wyman |
100 Federal St 16th Floor, Boston, MA 02110 |
|
61794xxxx2 |
ban********************@m*.com |
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Bishop Asset Management LLC |
20 Park Plaza, Boston, MA 02116 |
|
87770xxxx5 |
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Frank X. Addonizio, CFP , CRPC , APMA |
20 Park Plaza #439, Boston, MA 02116 |
|
61784xxxx0 |
dns*****@a***.com |
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Bender Hatch Insurance Agency |
87 Wendell St Ste 4 Boston, MA 02110 |
|
61736xxxx0 |
789*************************************@w*****************.com |
5 |
81 |
4.6 |
59 |
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1763 |
|
1700 |
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Bradford J Rindler - Platinum Financial Services Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
bra*************@a***.com |
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Unicorn Corporation |
1 International Pl, Boston, MA 02110 |
|
61733xxxx0 |
jsm***@u**********.com |
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The Davis Team - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61724xxxx0 |
abc*******@u**.com |
|
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José J. Rodriguez-Villalobos - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx1 |
|
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John Scribner, CFA - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
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61743xxxx0 |
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RA Capital Management |
200 Berkeley St 18th floor, Boston, MA 02116 |
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61777xxxx0 |
aar****@r****.com |
5 |
2 |
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Jonathan Salaciak - Registered Practice Associate, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
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61791xxxx8 |
dns*****@a***.com |
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Merrill Lynch Financial Advisor Mary B Mullin |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx8 |
ale*********@m*.com |
5 |
1 |
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US Trust |
100 Federal St, Boston, MA 02110 |
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80088xxxx4 |
aar************@u******.com |
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Santander Bank |
67 Beacon St, Boston, MA 02108 |
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87776xxxx5 |
aal***@s************.com |
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123919 |
1074 |
124000 |
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Standish Asset Management Co |
1 Boston Pl # 29, Boston, MA 02108 |
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61724xxxx0 |
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5 |
1 |
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Merrill Lynch Financial Advisor Alex F Tanguay |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx0 |
ale*********@m*.com |
3.02 |
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Zachary Banas - Commonwealth Financial Group |
101 Federal St Ste 800 Boston, MA 02110 |
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41363xxxx2 |
mic**@m********.com |
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Merrill Lynch Financial Advisor Matthew P. Hart |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx8 |
ale*********@m*.com |
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Basis Point Group |
470 Atlantic Ave, Boston, MA 02210 |
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61773xxxx0 |
1c6*************************************@w*****************.com |
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Alibrandi Wealth Management - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
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61724xxxx7 |
ben*******************@u**.com |
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William Wiseman - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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Four Ponds Financial Planning |
10 Post Office Sq Floor 8, Boston, Ma 02109 |
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88828xxxx5 |
dav**@f*****************.com |
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Beacon Capital Partners |
200 State St Ste 5, Boston, MA 02109 |
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61745xxxx0 |
aar***********@c****.com |
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1093 |
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Merrill Lynch Financial Advisor Matthew D Dwyer |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx6 |
ari*********@m*.com |
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Jonathan Danforth - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
97853xxxx1 |
abc*******@u**.com |
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New Star Financial Inc |
500 Boylston St # 1250, Boston, MA 02116 |
|
61784xxxx0 |
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TFC Financial |
2 International Pl Ste 2500, Boston, MA 02110 |
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61721xxxx0 |
ccr***@4******.us |
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2 |
1 |
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Claro Advisors |
100 High St Suite 950, Boston, MA 02110 |
|
80060xxxx8 |
aca*****@c************.com |
5 |
20 |
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93 |
1 |
95 |
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Robert McAleer - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx3 |
ade********@u**.com |
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Fidelity Investments |
801 Boylston St, Boston, MA 02116 |
|
80044xxxx8 |
a61****@f*******.com |
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Curtin and Associates - Ameriprise Financial Services, LLC |
20 Park Plaza #465, Boston, MA 02116 |
|
87752xxxx2 |
aar*********@a***.com |
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Goldman Sachs & Co |
125 High St #1700, Boston, MA 02110 |
|
61720xxxx0 |
aar***********@g***********.com |
3 |
6 |
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264198 |
|
306000 |
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Swallow Jr, James, AGT |
124 Main St, Charlestown, MA 02129 |
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61733xxxx9 |
ame******************@a***.com |
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Justin Glucksman - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx1 |
ade*********@u**.com |
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Merrill Lynch Financial Advisor David Henesey |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61969xxxx5 |
ari*********@m*.com |
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Concord Wealth Management |
2 Adams Pl Ste 110 Quincy, MA 02169 |
|
61798xxxx0 |
inq****@c**************.com |
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Impact Investment |
60 State St, Boston, MA 02109 |
|
61787xxxx1 |
sb.*******@i**************.com |
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Patrick Dunk |
28 State St, Boston, MA 02109 |
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a.p*****@c***********.com |
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McGovern Financial Management of Janney Montgomery Scott LLC |
60 State St Suite 1350, Boston, MA 02109 |
|
61737xxxx5 |
acr*******@j*****.com |
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106 |
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Gannett Welsh & Kotler |
222 Berkeley St, Boston, MA 02116 |
|
61723xxxx0 |
bpi*****@g*****.com |
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The Nolan Group - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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Mesirow Financial Inc |
265 Franklin St # 1600, Boston, MA 02110 |
|
61723xxxx0 |
aab******@m***************.com |
5 |
1 |
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Pinnacle Financial Advisors |
213 Elm St Dedham, MA 02026 |
|
78132xxxx4 |
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David C. Grosek - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61726xxxx4 |
abc*******@u**.com |
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Stephen Craig - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx7 |
dns*****@a***.com |
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Sturman Financial |
50 Congress St Ste 245, Boston, MA 02109 |
|
61787xxxx0 |
aar**********@l*******.com |
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1490 |
25 |
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Kaleel Co |
77 Franklin St Ste 501, Boston, MA 02110 |
|
61733xxxx7 |
bka**@k************.com |
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169524 |
141 |
190000 |
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Charles Schwab |
121 Congress St, Boston, MA 02110 |
|
61753xxxx0 |
aar********@s*****.com |
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American Express Financial Advisors |
Braintree, MA 02184 |
|
78184xxxx0 |
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Independent Financial Advisor Tim Hayes |
39 Braddock Park, Boston, MA 02116 |
|
50827xxxx7 |
tim******@c****************.com |
5 |
3 |
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72 |
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76 |
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Pioneer Balanced Fund |
60 State St Fl 20, Boston, MA 02109 |
|
61742xxxx7 |
joh*@p***********.com |
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Mitchell Riesenberger - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx1 |
abc*******@u**.com |
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Monarch Partners Asset Mgmt |
2 International Pl Ste 2500, Boston, MA 02110 |
|
61721xxxx0 |
cr@v*********.us |
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2 |
1 |
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Michael McEntee - Private Wealth Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx8 |
dns*****@a***.com |
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Carleton Wealth Management - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61724xxxx6 |
abc*******@u**.com |
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GW&K Investment Management |
222 Berkeley St #15, Boston, MA 02116 |
|
61723xxxx0 |
ade****@g********.com |
5 |
1 |
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The Zalcman Neill Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61726xxxx8 |
and*****************@u**.com |
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Edward Jones - Financial Advisor: Emily Claire |
77 N Washington, Suite 100, Boston, MA 02114 |
|
61722xxxx6 |
a.j*********@e**********.com |
4.3 |
6 |
|
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83537 |
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4.5 |
6 |
Hancock Natural Resource Group |
26 High St, Boston, MA 02110 |
|
61774xxxx0 |
dns*********@m*******.com |
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Painewebber |
100 Federal St Fl 27, Boston, MA 02110 |
|
61742xxxx1 |
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Kevin Thurston - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx8 |
ade********@u**.com |
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Berylson Capital Partners |
200 Clarendon St Ste 5000, Boston, MA 02116 |
|
61744xxxx0 |
jbe******@b*******.com |
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The MPD Boston Harbor Wealth Management Group - Morgan Stanley |
28 State St 27th Floor, Boston, MA 02109 |
|
61758xxxx7 |
acc**********@m************.com |
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Multi Professional Consultants, LLC |
53 Morris St, Everett, MA 02149 |
|
61738xxxx7 |
con********@m*****************.com |
|
328 |
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7 |
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Flybridge Capital Partners |
500 Boylston St Ste 17, Boston, MA 02116 |
|
61730xxxx5 |
ago******@g***************.com |
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72 |
9 |
84 |
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The Buckley Williams Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61743xxxx2 |
abc*******@u**.com |
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Merrill Lynch Financial Advisor Christopher Ferreira |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx9 |
ale*********@m*.com |
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Bunker Hill Capital LP |
260 Franklin St Ste 1860, Boston, MA 02110 |
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61772xxxx0 |
ang***@b****************.com |
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Cheryl Gross & Associates |
36 Bromfield St, Boston, MA 02108 |
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61742xxxx1 |
cag****@c************.com |
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The Swett Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
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61743xxxx4 |
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Ameriprise Financial Advisors |
2 Constitution Plaza 1st Fl Charlestown, MA 02129 |
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61724xxxx0 |
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Brighton Jones |
131 Dartmouth Street, 3rd Floor, Boston, MA 02116 |
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61794xxxx4 |
acc*******@b************.com |
5 |
19 |
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599 |
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Lantern Financial LLC |
50 Franklin St, Boston, MA 02110 |
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61748xxxx0 |
aja*@l****************.com |
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Abacus Financial Advisors |
339 Massachusetts Ave Arlington, MA 02474 |
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78164xxxx8 |
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Ameriprise Financial |
124 Main St, Charlestown, MA 02129 |
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61733xxxx3 |
ame******************@a***.com |
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Derby and Company |
7 Wells Ave Newton, MA 02459 |
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61752xxxx0 |
bur****@d******.com |
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3 |
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Silvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital |
867 Boylston St 5th Floor #1518, Boston, MA 02116 |
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78138xxxx9 |
doe****@m************.com |
5 |
7 |
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Angelica Cronk |
40 Summer St, Boston, MA 02110 |
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61758xxxx7 |
abc*******@c***********.com |
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PUREfi Wealth |
10 Post Office Square suite 710, Boston, MA 02109 |
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61748xxxx0 |
con****@p***********.com |
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Lewin Wealth Management Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61743xxxx2 |
alb************@u**.com |
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Martingale Asset Mgmt |
222 Berkeley St Ste 1900, Boston, MA 02116 |
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61742xxxx0 |
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Eric Hoertdoerfer - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
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61743xxxx4 |
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Ryan Gallagher - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx6 |
dns*****@a***.com |
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John Rogers - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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101 |
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TIAA Financial Services |
97 Mt Auburn St Cambridge, MA 02138 |
|
86684xxxx4 |
acc******************@t***.org |
5 |
2 |
3.7 |
3 |
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Single Point Partners |
277 Dartmouth St 4th Floor, Boston, MA 02116 |
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61760xxxx0 |
abr****************@s****.com |
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21 |
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26 |
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Mass Development |
160 Federal St Fl 7, Boston, MA 02110 |
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61745xxxx7 |
aca****@m**************.com |
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Monleon Cook Pardy Team - UBS Financial Services Inc. |
One Post Office Square 35th Floor, Boston, MA 02109 |
|
61724xxxx4 |
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5.02 |
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State Street Corp |
1 Lincoln St, Boston, MA 02111 |
|
61720xxxx7 |
aal******@s**********.com |
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Retirement Financial Group |
200 Clarendon Street., Boston, MA 02116 |
|
61723xxxx6 |
dst****@t**********.com |
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The Patriots Hill Wealth Management Group - Morgan Stanley |
28 State St 26th Floor, Boston, MA 02109 |
|
61758xxxx1 |
acm***********@m************.com |
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Edelman Financial Engines |
57 Wells Ave Ste 31 Newton, MA 02459 |
|
83375xxxx3 |
aar**@e**********************.com |
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Edward Jones - Financial Advisor: Andrew B Ball |
419 Boylston St Ste 702 Boston, MA 02116 |
|
61726xxxx2 |
a.j*********@e**********.com |
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Cargill Investment Group |
99 Summer St Ste 1720, Boston, MA 02110 |
|
61789xxxx0 |
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Diversified Business Advisors |
45 Walnut St, Ayer, MA 01434 |
|
61750xxxx0 |
jos***@e********.net |
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Rockefeller Capital Management |
500 Boylston St Ste 1300, Boston, MA 02116 |
|
85750xxxx0 |
abc****@r*****.com |
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The Uva Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx1 |
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Mayo Capitol |
40 Rowes Wharf, Boston, MA 02110 |
|
61744xxxx4 |
ang**********@m**********.com |
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Maryanne Waldman - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx8 |
wms**********@r**.com |
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14802 |
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16000 |
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Merrill Lynch Financial Advisor David B Smith |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx8 |
ale*********@m*.com |
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Heather Gelchion |
500 Boylston St #1300, Boston, MA 02116 |
|
85750xxxx0 |
abu***@r*****.com |
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Social Finance, Inc. |
30 Federal St, Boston, MA 02110 |
|
61793xxxx0 |
aak****@s************.org |
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Evelina Fitzgerald |
200 State St Ste 10TH, Boston, MA 02109 |
|
61768xxxx2 |
abc*******@t*.com |
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844708 |
7550 |
850000 |
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Edward Jones - Financial Advisor: J Neil Parsons |
419 Boylston St #702, Boston, MA 02116 |
|
61726xxxx2 |
a.j*********@e**********.com |
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Merrill Lynch Financial Advisor William S Deacon |
440 Boylston St, Boston, MA 02116 |
|
61794xxxx4 |
ale*********@m*.com |
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Method Advisors |
192 South St Ste 600, Boston, MA 02111 |
|
61742xxxx0 |
cxx@m*************.com |
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Moody Lynn & Co |
1 Boston Pl Ste 3700A, Boston, MA 02108 |
|
61797xxxx0 |
ama*******@m********.com |
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The Callanan Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61726xxxx6 |
abc*******@u**.com |
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The Nolan Group - Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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11 |
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Integritas Financial Advisors - Temp. CLOSED |
346 Commercial St, Boston, MA 02109 |
|
97898xxxx4 |
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5 |
3 |
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Forward Funds |
75 Federal St, Boston, MA 02110 |
|
61775xxxx0 |
awa**@i***************************.com |
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Owen Dugan Jr. - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx1 |
and*****************@u**.com |
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Alex Davis - RBC Wealth Management Financial Advisor |
75 State St Suite 1700, Boston, MA 02109 |
|
61772xxxx1 |
gra**********@r**.com |
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46 |
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48 |
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Harris Rosenheim, CFP, AWMA - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx4 |
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Artemis Financial Advisors |
115 Newbury St Ste 302, Boston, MA 02116 |
|
61754xxxx0 |
agu******@a**************.com |
5 |
3 |
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144 |
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152 |
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Daniel Gurian, CFP®, CPWA® - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx5 |
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Bromfield Financial Advisory Group |
10 Rogers St Ste 100, Cambridge, MA 02142 |
|
61725xxxx0 |
eri*@b***************.com |
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Leilani Germain - Private Wealth Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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54 |
|
58 |
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Matte June |
99 Summer St Ste 1020, Boston, MA 02110 |
|
61733xxxx4 |
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342 346 Commercial St |
342 Commercial St, Boston, MA 02109 |
|
85736xxxx2 |
ant*******@a***.com |
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|
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 |
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Aertsen Ventures LLC |
175 W Brookline St, Boston, MA 02118 |
|
61786xxxx4 |
g.a******@a**************.com |
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|
Merrill Lynch Financial Advisor Patrick Malone |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx0 |
ale*********@m*.com |
|
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Akers Stephen L |
3 Center Plz, Boston, MA 02108 |
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61722xxxx0 |
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Edelstein & Company |
160 Federal St Fl 9 Boston, MA 02110 |
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61722xxxx1 |
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4 |
3 |
1 |
1 |
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Timothy Nolan - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
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61791xxxx1 |
dns*****@a***.com |
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Revere Securities |
160 State St, Boston, MA 02109 |
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85745xxxx2 |
ash***@r***************.com |
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Armstrong Advisory Group |
144 Gould St Needham, MA 02494 |
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78143xxxx1 |
chr******@i************.com |
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2.3 |
3 |
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1290 |
39 |
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Baird Global Investment Banking |
500 Boylston St Suite 2550, Boston, MA 02116 |
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88866xxxx1 |
aac*****@r******.com |
5 |
1 |
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7858 |
916 |
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JMP Securities |
260 Franklin St Ste 1520, Boston, MA 02110 |
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61723xxxx0 |
aca**@j***.com |
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Atlantic Investment Advisors |
50 Rowes Wharf Boston, MA 02110 |
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61757xxxx3 |
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Connors Hudak and Associates |
10 City Sq, Charlestown, MA 02129 |
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61758xxxx5 |
dns*****@a***.com |
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Boston Portfolio Advisers, LLC |
6 Beacon St #725, Boston, MA 02108 |
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61722xxxx7 |
inf*@b**********************.com |
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Kolton Wood Wealth Management - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61743xxxx7 |
abc*******@u**.com |
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Lewin Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx2 |
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Riverside Partners |
699 Boylston St # 14, Boston, MA 02116 |
|
61735xxxx0 |
aga**@r****************.com |
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Leegoir Berthaud |
40 Summer St, Boston, MA 02110 |
|
61772xxxx4 |
lee***************@c***********.com |
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U.S. Trust |
100 Federal St, Boston, MA 02110 |
|
80088xxxx4 |
aar************@u******.com |
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Merrill Lynch Financial Advisor Nathaniel C. Raynor |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx6 |
ari*********@m*.com |
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Keith Hapenney |
160 Gould St Ste 205 Needham, MA 02494 |
|
50881xxxx1 |
a@l*********.com |
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4.6 |
11 |
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James William Buzgo - Private Wealth Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx6 |
dns*****@a***.com |
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80 |
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81 |
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Merrill Lynch Financial Advisor Donald J. Hannan |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx6 |
ale*********@m*.com |
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Merrill Lynch Wealth Management |
125 High St, Boston, MA 02110 |
|
61794xxxx8 |
aas***********@m*.com |
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Drew London - Associate Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx5 |
dns*****@a***.com |
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The Neill Zalcman Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61726xxxx8 |
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Merrill Lynch Private Wealth Management |
1 Federal St, Boston, MA 02110 |
|
61794xxxx0 |
ale*********@m*.com |
5 |
1 |
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Charles Schwab |
127 Congress St Floor 1, Boston, MA 02110 |
|
61721xxxx0 |
app*******************@s*****.com |
3.8 |
8 |
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Timber Creek Capital Management |
294 Washington St, Boston, MA 02108 |
|
61772xxxx5 |
c.b********@t******************.com |
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LMCG Investments |
201 Washington St, Boston, MA 02108 |
|
61738xxxx0 |
abi*****@l***.com |
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Merrill Lynch Financial Advisor Brian Callahan |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx3 |
ale*********@m*.com |
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Hercules Technology Growth Capital |
31 Saint James Ave, Boston, MA 02116 |
|
61731xxxx3 |
aay***@h***.com |
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Sagebroadview Wealth Management |
2 Burlington Woods Dr Ste 100 Burlington, MA 01803 |
|
78122xxxx8 |
axx******@s************.com |
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Alex Sugar |
53 State St Ste 3600, Boston, MA 02109 |
|
61772xxxx0 |
gra**********@r**.com |
|
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46 |
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48 |
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Ameriprise Financial Advisors - Petrik And Associates |
500 Granite Ave Milton, MA 02186 |
|
61729xxxx0 |
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Steven Scher - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx4 |
abc*******@u**.com |
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Palmero Nicholas Jr Investment Advisor |
10 Post Office Sq Boston, MA 02109 |
|
61742xxxx0 |
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Tiaa Cref |
1 Beacon St, Boston, MA 02108 |
|
61722xxxx0 |
a.-*****@t***.org |
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90959 |
524 |
91000 |
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Fiduciary Wealth Partners |
177 Huntington Ave 20th floor, Boston, MA 02115 |
|
61760xxxx0 |
eri*@f********.com |
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43 |
3 |
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The Boston Collective Group - Morgan Stanley |
28 State St 35th Fl, Boston, MA 02109 |
|
61757xxxx6 |
acm***********@m************.com |
4.01 |
|
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Erik Carleton - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61724xxxx6 |
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Boston Common Asset Management |
84 State St, Boston, MA 02109 |
|
61772xxxx7 |
ado*****@b****************.com |
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Lexington Wealth Management |
12 Waltham St Lexington, MA 02421 |
|
78186xxxx5 |
a-r**************@l**************.com |
5 |
2 |
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83 |
34 |
99 |
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The Neill Zalcman Wealth Management Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61726xxxx8 |
abc*******@u**.com |
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Merrill Lynch Financial Advisor David A. Wyman |
100 Federal St 16th Floor, Boston, MA 02110 |
|
61794xxxx7 |
ban********************@m*.com |
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The Boston Seaport Group - Morgan Stanley |
28 State St 32nd Fl, Boston, MA 02109 |
|
61747xxxx3 |
acm***********@m************.com |
4.01 |
|
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Frodo Feng |
580 Washington St, Boston, MA 02111 |
|
61759xxxx4 |
abc*******@c***********.com |
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Baum Wealth Advisors - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx6 |
d.b***@a***.com |
|
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52 |
|
57 |
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Keefe Bruyette & Woods Inc |
225 Franklin St Ste 1720, Boston, MA 02110 |
|
61784xxxx7 |
aax***@k**.com |
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Jonathan Karelitz - Morgan Stanley |
950 Winter St Ste 2400 Waltham, MA 02451 |
|
78152xxxx5 |
erp******@m**************.com |
|
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5 |
1 |
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Choate Investment Advisors |
24 Federal St Fl 10, Boston, MA 02110 |
|
61797xxxx0 |
ade********@b****************.com |
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Core Investments |
41 West St Fl 8, Boston, MA 02111 |
|
61742xxxx0 |
ade**@c*****************.com |
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Santander Bank |
61 Harrison Ave, Boston, MA 02111 |
|
61729xxxx1 |
aar**@s************.com |
2.9 |
14 |
|
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Ameriprise Financial Advisors |
342-346 Commercial St Unit C-1 Boston, MA 02109 |
|
78143xxxx6 |
dns*****@a***.com |
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Pillar Financial Advisors |
404 Wyman St Ste 210 Waltham, MA 02451 |
|
78189xxxx2 |
bcg****@p**************.com |
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David Messaline - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx2 |
rbc*********@r**.com |
3.02 |
|
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Santander Bank |
100 Oliver St, Boston, MA 02110 |
|
61743xxxx1 |
a.a******@s************.com |
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Phil Perry, Keenan Financial |
11 Beacon St 12th Floor, Boston, MA 02108 |
|
61721xxxx5 |
ben***********@k**************.com |
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Santander Bank |
769 Washington St, Boston, MA 02111 |
|
87776xxxx5 |
bro****@s************.com |
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Merrill Lynch Financial Advisor Geoffrey W Soper |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx9 |
ari*********@m*.com |
|
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Morgan Stanley Wealth Management |
6 Soldiers Field Park, Boston, MA 02163 |
|
21276xxxx8 |
aal*******@m************.com |
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LaPointe Wealth Management - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61743xxxx5 |
abc*******@u**.com |
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Morgan Stanley |
28 State St, Boston, MA 02109 |
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61758xxxx9 |
acm***********@m************.com |
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Parker Wiseman - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St, Ste 2100, Boston, MA 02109 |
|
61791xxxx4 |
dns*****@a***.com |
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Baystate Financial |
1 Marina Park Drive 16th Floor, Boston, MA 02210 |
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61758xxxx0 |
aac*****@b****************.com |
3.4 |
5 |
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Carson Wealth |
100 Summer St Ste 1600 Boston, MA 02110 |
|
88844xxxx5 |
abr****@c***********.com |
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2008 |
47 |
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Smith-Petersen Douglas R |
175 Federal St, Boston, MA 02110 |
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61748xxxx0 |
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Merrill Lynch Financial Advisor Lei-Choon Ong |
440 Boylston St, Boston, MA 02116 |
|
61769xxxx7 |
ale*********@m*.com |
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Team Carey McKeever - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61724xxxx5 |
abc*******@u**.com |
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O’sullivan & Raimondo Wealth Management |
300 Granite St Braintree, MA 02184 |
|
78135xxxx0 |
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Berylson Capital Partners |
200 Clarendon St Fl 55, Boston, MA 02116 |
|
61744xxxx0 |
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Merrill Lynch Financial Advisor David A Barcomb |
100 Federal St 17th Floor, Boston, MA 02110 |
|
94136xxxx2 |
ale*********@m*.com |
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Boston Capital Wealth Management of Raymond James |
225 Franklin St, Boston, MA 02110 |
|
88879xxxx8 |
aar************@r***********.com |
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Levenson Wealth LLC |
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61752xxxx3 |
inf*@l*************.com |
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E F Financial |
118 Milk St, Boston, MA 02109 |
|
61772xxxx5 |
inf*@e***********.com |
4.01 |
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iCapital LLC |
62 Plympton St, Boston, MA 02118 |
|
61754xxxx0 |
clo******@i******.us |
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Edelman Financial Engines |
25 Burlington Mall Rd Ste 405 Burlington, MA 01803 |
|
83375xxxx3 |
aar**@e**********************.com |
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2 |
1 |
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18429 |
16 |
19864 |
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The Harborside Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx3 |
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Chris Shukie - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61726xxxx6 |
abc*******@u**.com |
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Merrill Lynch Financial Advisor Elaine W Uttaro |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx6 |
ban********************@m*.com |
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Value ACT Capital Management |
265 Franklin St Lbby 3, Boston, MA 02110 |
|
61753xxxx1 |
aos*****@c*************.com |
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McAdam Financial |
27 School St Ste 500, Boston, MA 02108 |
|
85726xxxx9 |
a.c***********@m*******.com |
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272 |
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285 |
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5 |
2 |
Pilothouse Wealth Planning - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx2 |
dns*****@a***.com |
4.73 |
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Compass Capital Corp |
50 Braintree Hill Park Ste 105 Braintree, MA 02184 |
|
78153xxxx3 |
ali***@c*************.co |
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The Swett Wealth Management Group of UBS |
1 Post Office Square 36th floor, Boston, MA 02109 |
|
61743xxxx4 |
ben*******************@u**.com |
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Kevin Hawkinson - RBC Wealth Management Financial Advisor |
53 State St Ste 3600, Boston, MA 02109 |
|
61772xxxx3 |
kev************@r**.com |
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Northwestern Mutual: Civic Financial |
20 Newbury St floor 3, Boston, MA 02116 |
|
61740xxxx1 |
acc******@n*.com |
5 |
11 |
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152 |
3 |
157 |
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Egan Managed Capital L & P |
30 Federal St Fl 4, Boston, MA 02110 |
|
61769xxxx0 |
agr*****@e**********.com |
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LEVATUS Wealth Services |
115 Newbury St Suite 503, Boston, MA 02116 |
|
61750xxxx0 |
lev****@l************.com |
5 |
3 |
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Mills & Goldberg Financial |
60 State St Ste 700, Boston, MA 02109 |
|
61749xxxx7 |
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Cambridge Financial Advisors |
124 Mount Auburn St Cambridge, MA 02138 |
|
61757xxxx5 |
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Matthew Antonellis - Private Wealth Advisor, Ameriprise Financial Services |
10 City Sq Ste 5TH, Charlestown, MA 02129 |
|
61758xxxx1 |
dns*****@a***.com |
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Fidelity Investments |
200 Technology Sq Ste 101, Cambridge, MA 02139 |
|
80027xxxx0 |
a61****@f*******.com |
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Edward Jones - Financial Advisor: James Hill |
419 Boylston St Ste 702 Boston, MA 02116 |
|
61726xxxx2 |
a.j*********@e**********.com |
|
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87286 |
|
99000 |
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Winslow Evans & Crocker |
175 Federal St Ste 600, Boston, MA 02110 |
|
61789xxxx0 |
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Santander Bank |
125 Causeway St, Boston, MA 02114 |
|
61722xxxx6 |
aar**@s************.com |
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Kellie D Jacques - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx1 |
dns*****@a***.com |
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American Express Financial Advisors Inc |
2 Constitution Plz, Charlestown, MA 02129 |
|
61724xxxx7 |
ame******************@a***.com |
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Charles Beynon, Financial Advisor / CFP - Seacoast Financial Planning |
127 Main St Ste 8, Boston, MA 02129 |
|
61724xxxx6 |
all**************@a***.com |
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Modera Financial Advisors & Financial Planners |
535 Boylston St Boston, MA 02116 |
|
61724xxxx8 |
adv***@m***********.com |
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90 |
|
110 |
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Colonial Wealth Managment |
265 Franklin St Ste 1600 Boston, MA 02110 |
|
61777xxxx6 |
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Santander Bank |
2 Meridian St, East Boston, MA 02128 |
|
61756xxxx8 |
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Miller David P Certified Public Accountant |
84 Lewis St Lynn, MA 01902 |
|
78159xxxx0 |
dav**@d*****.net |
5 |
5 |
4 |
1 |
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Heritage Financial Services |
600 Unicorn Park Dr Ste 203 Woburn, MA 01801 |
|
78125xxxx4 |
aal*******@h****************.net |
4.5 |
2 |
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Artemis Financial Advisors |
54 Chandler St, Boston, MA 02116 |
|
61754xxxx0 |
agu******@a**************.com |
5 |
3 |
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143 |
|
152 |
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Merrill Lynch Financial Advisor Sean Lynch |
100 Federal St 16th Floor, Boston, MA 02110 |
|
61794xxxx0 |
ale*********@m*.com |
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Citizens Bank |
217 Adams St Dorchester, MA 02122 |
|
61728xxxx7 |
aar*********@c***********.com |
2.5 |
15 |
1 |
3 |
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Commonwealth Financial Group |
280 Congress St Ste 1300, Boston, MA 02210 |
|
61743xxxx9 |
con*******@f*************.com |
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Uva, Marsden Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx1 |
abc*******@u**.com |
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Santander Bank |
30 Winter St, Boston, MA 02108 |
|
61733xxxx4 |
a.a******@s************.com |
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123797 |
1106 |
124000 |
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The Dillon Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx5 |
abc*******@u**.com |
|
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Michael Szablak, CFP - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx1 |
|
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Ameriprise Financial |
546 Tremont St, Boston, MA 02116 |
|
61742xxxx6 |
ame******************@a***.com |
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Stifel - KB Wealth Management Group |
20 William St Ste 330 Wellesley, MA 02481 |
|
78123xxxx1 |
|
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Congress Asset Management |
2 Seaport Ln Ste 500, Boston, MA 02210 |
|
61742xxxx0 |
bri*@t****************.org |
|
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325 |
|
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Debt Consolidation |
123 Newbury St Unit 3, Boston, MA 02116 |
|
61733xxxx8 |
chr********@d********************.com |
|
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|
7782 |
|
7200 |
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Santander Bank |
400 Tremont St, Boston, MA 02116 |
|
87776xxxx5 |
aar**@s************.com |
|
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|
Santander Bank |
1 International Pl, Boston, MA 02110 |
|
61743xxxx1 |
a.a******@s************.com |
|
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|
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|
|
123919 |
1074 |
124000 |
|
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|
Commonwealth Planning Group |
101 Federal St STE 800, Boston, MA 02110 |
|
61752xxxx0 |
inf*@p**********.com |
|
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The Seidman and Bevis Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61724xxxx1 |
abc*******@u**.com |
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Michael Alimi - Private Wealth Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
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61791xxxx7 |
and*************@a***.com |
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RLT Wealth Management - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
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61745xxxx0 |
bry********@a***.com |
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Bill Franklin and Hannah Doherty - UBS Financial Services Inc. |
One Post Office Square, 32nd and 33rd floor, Boston, MA 02109 |
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61743xxxx6 |
ade********@u**.com |
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Ropes Wealth Advisors |
800 Boylston St, Boston, MA 02199 |
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61795xxxx0 |
bre*********@r**********.com |
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Lincoln Financial Advisors |
125 Summer St Ste 1400 Boston, MA 02110 |
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61772xxxx0 |
adm********@l**.com |
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Merrill Lynch Financial Advisor William C. McConnell IV |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx9 |
ale*********@m*.com |
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Power 10 Advisory Partners |
1 Beacon St Ste 25A, Boston, MA 02108 |
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61774xxxx0 |
adm*******@c*****.com |
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Merrill Lynch Financial Advisor Diane I Rooney |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx8 |
ale*********@m*.com |
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Quarry Capital Partners Lic |
93 Summer St, Boston, MA 02110 |
|
61757xxxx7 |
aan******@s*************.com |
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Little McLeod Valentine Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
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61726xxxx9 |
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Robert McAleer - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61724xxxx3 |
abc*******@u**.com |
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Merrill Lynch Financial Advisor Matthew C Cox |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx7 |
ale*********@m*.com |
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Brian Gerhardson - Private Wealth Advisor, Ameriprise Financial Services, LLC |
546 Tremont St, Boston, MA 02116 |
|
61742xxxx6 |
bri***************@a***.com |
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189 |
8 |
190 |
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Knowlton, Knowlton & Larsen |
500 Boylston St Ste 1300, Boston, MA 02116 |
|
85750xxxx9 |
abc****@r*****.com |
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Mason Albert D |
50 Congress St, Boston, MA 02109 |
|
61745xxxx8 |
ebr***@m************.com |
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BRIDGE Wealth Management - Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx5 |
dns*****@a***.com |
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80 |
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81 |
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John Curtin - Private Wealth Advisor, Ameriprise Financial Services |
20 Park Plz Ste 439, Boston, MA 02116 |
|
87752xxxx2 |
aar*********@a***.com |
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Boston Family Advisors, LLC |
118 Newbury St, Boston, MA 02116 |
|
61796xxxx4 |
cha****@b*******************.com |
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Sageview Advisory Group |
101 Tremont St Ste 316, Boston, MA 02108 |
|
61798xxxx0 |
ach**@s***************.com |
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Claire E Soja - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx6 |
dns*****@a***.com |
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Greer-Rodriguez Advisors - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx2 |
abc*******@u**.com |
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The Cotter Schena Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61726xxxx9 |
abc*******@u**.com |
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Santander Bank |
575 Boylston St, Boston, MA 02116 |
|
61726xxxx7 |
ale*********@s*******************.com |
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Paceline Wealth Management |
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61744xxxx2 |
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Chris Shukie - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61726xxxx6 |
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Michael Mackintire of Janney Montgomery Scott |
60 State St Ste 1350, Boston, MA 02109 |
|
61737xxxx4 |
acr*******@j*****.com |
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Balmuth Michael |
125 High St # 25, Boston, MA 02110 |
|
61762xxxx0 |
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Merrill Lynch Financial Advisor D. Patrick Dapic |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx5 |
ari*********@m*.com |
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Appleton Partners Inc |
1 Post Office Square, Boston, MA 02109 |
|
61733xxxx0 |
acl****@a***************.com |
5.04 |
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Stephen Craig - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx7 |
jon**************@a***.com |
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Canaccordgenuit |
99 High St, Boston, MA 02110 |
|
61754xxxx1 |
aad*****@c***************.com |
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Private Wealth Management - Boston, MA - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61724xxxx0 |
abc*******@u**.com |
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Covestor, Inc. |
175 Federal St, Boston, MA 02110 |
|
85523xxxx1 |
aig***@c*******.com |
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1200 |
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Santander Bank |
587 Boylston St, Boston, MA 02116 |
|
87776xxxx5 |
bro****@s************.com |
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Ouellette Wealth Management Group |
35 Bedford St Ste 18 Lexington, MA 02420 |
|
78186xxxx6 |
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Santander Bank |
1 Science Park, Boston, MA 02114 |
|
87776xxxx5 |
ach**@s************.com |
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Timber Creek Capital Management |
44 School St Rm 410, Boston, MA 02108 |
|
61772xxxx5 |
b.b****@t******************.com |
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Morgan Stanley Wealth Management |
53 State St, Boston, MA 02109 |
|
61758xxxx0 |
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Julian B Morris - Concierge Wealth Management |
346 Commercial St Boston, MA 02109 |
|
61760xxxx6 |
jb@c**********.com |
5 |
13 |
5 |
1 |
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The Gold Wealth Management Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61726xxxx2 |
abc*******@u**.com |
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Beyond Your Hammock |
Boston, MA 02109 |
|
97827xxxx5 |
eri*@b****************.com |
5 |
19 |
5 |
1 |
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906 |
100 |
940 |
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Ameriprise Financial |
2 Constituion Bch, Boston, MA 02128 |
|
61724xxxx0 |
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Vestar Capital Partners Inc |
200 Clarendon St Fl 55, Boston, MA 02116 |
|
61724xxxx0 |
abe****@v************.com |
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Edward Jones - Financial Advisor: Christopher C Cinella |
502 Main St Melrose, MA 02176 |
|
78166xxxx5 |
a.j*********@e**********.com |
|
3 |
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Freedom Trail Financial |
376 Boylston St Ste 502 Boston, MA 02116 |
|
61724xxxx2 |
bdr*******@f********************.com |
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325 |
5 |
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The Boston Group at Morgan Stanley |
125 High St 24th fl, Boston, MA 02110 |
|
61747xxxx0 |
acm***********@m************.com |
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William N Ryan, CFP |
858 Washington St, Unit 100 Dedham, MA 02026 |
|
61748xxxx0 |
adm**@r*****.com |
4.8 |
5 |
4.2 |
13 |
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Loring Wolcott & Coolidge |
230 Congress St #12, Boston, MA 02110 |
|
61752xxxx1 |
ahi****@l********.com |
5 |
2 |
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The Davis Team - UBS Financial Services Inc. |
One Post Office Square 35th Floor, Boston, MA 02109 |
|
61724xxxx0 |
abc*******@u**.com |
|
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State Street Corp |
2 Avenue De Lafayette, Boston, MA 02111 |
|
61748xxxx6 |
aal******@s**********.com |
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Merrill Lynch Financial Advisor Lily Wang |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx4 |
ban********************@m*.com |
|
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Consensus Advisors |
73 Newbury St Ste 402, Boston, MA 02116 |
|
61743xxxx0 |
a@c****************.com |
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Solari Financial Planning, Llc |
10 Post Office Sq, Boston, MA 02109 |
|
60347xxxx8 |
joh*@s**************.com |
5 |
4 |
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Bowers Bruce H Investment Advisor |
450 Washington St Dedham, MA 02026 |
|
78146xxxx7 |
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Hoy/Sherwood Wealth Management Group - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx6 |
ade********@u**.com |
|
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Bromfield Financial Advisory Group |
10 Rogers St Ste 102, Cambridge, MA 02142 |
|
61725xxxx0 |
eri*@b***************.com |
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Alternative Capitalis, LLC |
71 Commercial St # 254, Boston, MA 02109 |
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55125xxxx6 |
aad***@a***********.com |
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College Funding Services |
Beverly, MA 01915 |
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97860xxxx9 |
bi**@i****************.com |
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4 |
1 |
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Welch & Forbes LLC |
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Compass Planning Associates |
3 Center Plz Ste 400, Boston, MA 02108 |
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61752xxxx6 |
aus***@c**************.com |
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5 |
1 |
Eric Hoertdoerfer - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx4 |
abc*******@u**.com |
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Bernstein Global Wealth Management |
53 State St, Boston, MA 02109 |
|
61778xxxx0 |
aar******@a****************.com |
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Stifel Nicolaus & Company Inc |
125 High St Fl 17, Boston, MA 02110 |
|
61743xxxx3 |
abb****@s*****.com |
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Edward Jones - Financial Advisor: Jackie Wilson |
659 Washington St Ste 1 L Braintree, MA 02184 |
|
78184xxxx8 |
a.j*********@e**********.com |
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84241 |
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Netherlands Foreign Investments Agency |
20 Park Plz Ste 524, Boston, MA 02116 |
|
61742xxxx4 |
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Boston Family Office |
500 Boylston St #1300, Boston, MA 02116 |
|
85750xxxx0 |
abc***@r*****.com |
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Parlin Investments |
99 High St Ste 10, Boston, MA 02110 |
|
61726xxxx0 |
ade*****@b******.com |
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Revolution Wealth Advisors |
Christian Science Center- Belvidere/ Dalton, Suite 1440, Boston, MA 02110 |
|
61775xxxx4 |
ada**********@a**********.com |
5.01 |
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Unicorn Corporation |
1 International Pl Ste 1425, Boston, MA 02110 |
|
61733xxxx0 |
nre****@u**********.com |
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Munroe Morrow Wealth Management |
346 Commercial Street, Boston, MA 02109 |
|
61760xxxx8 |
bri*****@m*****************.com |
4.7 |
15 |
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Schwartz & Schwartz, PC |
8 Cedar St Ste 54 Woburn, MA 01801 |
|
78193xxxx5 |
adm**@s******************.com |
4.9 |
146 |
3.6 |
8 |
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91 |
5 |
96 |
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CAPTRUST |
1 Liberty Sq 13th Floor, Boston, MA 02109 |
|
61734xxxx0 |
aar*********@c*******.com |
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445 |
62 |
569 |
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Charles M Beynon - Private Wealth Advisor, Ameriprise Financial Services |
127 Main St Ste 8, Boston, MA 02129 |
|
61724xxxx6 |
all**************@a***.com |
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258 |
6 |
274 |
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Stirling Global Advisors |
10 Bowdoin St, Boston, MA 02114 |
|
61737xxxx3 |
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Geode Capital Management |
1 Post Office Sq Ste 2000, Boston, MA 02109 |
|
61739xxxx3 |
abi***********@g***********.com |
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Morgan Stanley |
346 Congress St, Boston, MA 02210 |
|
21276xxxx8 |
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Kelly Financial Services |
10 Forbes Rd Ste 130 Braintree, MA 02184 |
|
78184xxxx0 |
bau*****@k*************.org |
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2.8 |
6 |
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Danforth Wealth Management - UBS Financial Services Inc. |
32nd and 33rd floors, One Post Office Square, Boston, MA 02109 |
|
97853xxxx1 |
ben*******************@u**.com |
5.01 |
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Wells Fargo Advisors Financial Network |
326 Commercial St Ste A, Boston, MA 02109 |
|
85736xxxx3 |
aar********@w*******.com |
3 |
7 |
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Ameriprise Financial Advisors |
167 Worcester St Ste 203 Wellesley, MA 02481 |
|
78123xxxx0 |
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Bruce Ehrlich - Ameriprise Financial Advisor |
530 Loring Ave Ste 103 Salem, MA 01970 |
|
97874xxxx0 |
dns*****@a***.com |
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Riesenberger Wealth Management Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx1 |
abc*******@u**.com |
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Tailwind Wealth Management |
4 Brewer Way Hingham, MA 02043 |
|
61750xxxx9 |
dou*@t**************.com |
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Ameriprise Financial Advisors |
271 Waverley Oaks Rd Ste 200 Waltham, MA 02452 |
|
61771xxxx0 |
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Santander Bank |
191 Cambridge St, Boston, MA 02114 |
|
87776xxxx5 |
a.a******@s************.com |
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Concord Wealth Management |
230 Third Ave Fl 6 Waltham, MA 02451 |
|
78196xxxx4 |
alb******@c**************.com |
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3 |
2 |
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432 |
59 |
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Dabney Baum - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx6 |
d.b***@a***.com |
|
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PNC Private Bank |
2 International Pl 29th Fl, Boston, MA 02110 |
|
88876xxxx6 |
aar******@p**.com |
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Dabney Baum - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx6 |
d.b***@a***.com |
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Smith Financial Services |
40 Richview St, Boston, MA 02124 |
|
61729xxxx5 |
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Merrill Lynch Financial Advisor Jason A Adamic |
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Definiti LLC |
31 St James Ave 6th floor, Boston, MA 02116 |
|
80088xxxx6 |
d_j@d***********.com |
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Merrill Lynch Wealth Management |
1 Financial Ctr Fl 37, Boston, MA 02111 |
|
61735xxxx0 |
aas***********@m*.com |
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Delta Partners |
1 International Pl, Boston, MA 02110 |
|
61752xxxx0 |
bjo****@d*******.com |
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Vision Financial Planning Inc |
40 Broad St Ste 200, Boston, Ma 02109 |
|
61772xxxx0 |
inf*@v**************.co |
|
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Yas Corp |
79 Newbury St, Boston, MA 02116 |
|
61758xxxx9 |
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|
PSS Partners - UBS Financial Services Inc. |
200 Clarendon St 24th Floor, Boston, MA 02116 |
|
61724xxxx5 |
ben*******************@u**.com |
|
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The Core Group |
53 State St Ste 3600, Boston, MA 02109 |
|
61772xxxx2 |
gra**********@r**.com |
|
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46 |
|
48 |
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Financial Planning Solutions |
275 Grove St Ste 2-400 Newton, MA 02466 |
|
61766xxxx9 |
|
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Solari Financial Planning |
10 Post Office Sq, Boston, MA 02109 |
|
60347xxxx8 |
joh*@s**************.com |
5 |
4 |
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5 |
4 |
Sean Boylan |
300 5th Ave, Fl 3, Integrated Financial Partners, Waltham, MA 02451 |
|
78137xxxx7 |
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Loring Wolcott & Coolidge |
230 Congress St Fl 12, Boston, MA 02110 |
|
61752xxxx1 |
ado****@l********.com |
|
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Artemis Financial Advisors |
|
|
61754xxxx0 |
|
5 |
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|
Merrill Lynch Financial Advisor Matthew P Peterson |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx2 |
ale*********@m*.com |
|
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|
Merrill Lynch Financial Advisor Alexander E. Nabhan |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx9 |
ari*********@m*.com |
|
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|
Edelman Financial Engines (Corporate Office) |
28 State Street, 21st Floor, Boston, MA 02109 |
|
83375xxxx3 |
aar*******@e**********************.com |
|
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|
18379 |
14 |
19780 |
|
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Raymond James |
4 Liberty Sq # 600, Boston, MA 02109 |
|
61748xxxx1 |
aar************@r***********.com |
|
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|
17462 |
|
18000 |
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Standard Life Investments |
1 Beacon St Ste 3401, Boston, MA 02108 |
|
61772xxxx0 |
aar*********@s**********************.com |
|
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25044 |
1023 |
25000 |
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|
Merrill Lynch Financial Advisor John M Swanson |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx1 |
ban********************@m*.com |
|
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Lee Munder Capital |
200 Clarendon St, Boston, MA 02116 |
|
61738xxxx0 |
abi*****@l***.com |
|
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|
Sullivan Martin Partners - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61724xxxx1 |
abc*******@u**.com |
|
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|
Cambridge Associates |
125 High St Ste 1420, Boston, MA 02110 |
|
61745xxxx0 |
a@c******************.com |
|
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|
Ameriprise Financial Advisors |
11 Water St Ste 2A Arlington, MA 02476 |
|
78164xxxx4 |
bri*********@a***.com |
|
11 |
|
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|
Alternative Capitalis |
233 Harvard St Ste 307 Brookline, MA 02446 |
|
55125xxxx6 |
|
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Little McLeod Valentine Wealth Management Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61726xxxx9 |
abc*******@u**.com |
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AssetGrade |
1 Boston Pl Ste 2600 Boston, MA 02108 |
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61793xxxx7 |
inf*@a*********.com |
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99 |
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Stockwell Wealth Management |
16 Chestnut St, Boston, MA 02108 |
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61724xxxx0 |
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Global Advisers |
60 State St, Boston, MA 02109 |
|
80083xxxx4 |
ale************@g*************.com |
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201 |
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200 |
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Rubino & Liang Wealth Partners |
189 Wells Ave Fl 3 Newton, MA 02459 |
|
61763xxxx7 |
jco****@r***************.com |
5 |
9 |
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1092 |
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The Starboard Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61726xxxx2 |
abc*******@u**.com |
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Owen Dugan Jr. - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61743xxxx1 |
abc*******@u**.com |
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Financial Engines |
99 High St, Boston, MA 02110 |
|
61755xxxx0 |
aau******@f***************.com |
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Champlain Capital Management |
20 Park Plaza #472, Boston, MA 02116 |
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61794xxxx8 |
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Loomis Sayles & Company, L.P. |
1 Financial Ctr, Boston, MA 02111 |
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61748xxxx0 |
aag*****@l***********.com |
3 |
2 |
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William Robinson - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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Geoffrey Hargadon - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx7 |
ade********@u**.com |
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Riverside Partners |
699 Boylston St Ste 800, Boston, MA 02116 |
|
61735xxxx0 |
aga**@r****************.com |
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Public Financial |
99 Summer St Ste 1730, Boston, MA 02110 |
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61733xxxx4 |
alt******@p**.com |
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Merrill Lynch Financial Advisor James W Moore |
100 Federal St 16th Floor, Boston, MA 02110 |
|
61794xxxx0 |
ban********************@m*.com |
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Tom Crowley |
1692 Massachusetts Ave Edward Jones Cambridge, MA 02138 |
|
61749xxxx0 |
a.j*********@e**********.com |
4 |
4 |
4 |
1 |
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86304 |
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97000 |
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Merrill Lynch Financial Advisor Seth A Mulrooney |
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Singletary Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx6 |
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Financial Sciences Inc |
21 Milk St # 2, Boston, MA 02109 |
|
61733xxxx0 |
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Charles Schwab |
54 Mall Rd Burlington, MA 01803 |
|
78150xxxx0 |
jan*****@s*****.com |
5 |
2 |
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Robert Savage - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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Concierge Wealth Management |
346 Commercial Street, Boston, MA 02109 |
|
61760xxxx6 |
jb@c**********.com |
5 |
13 |
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Michael McEntee - Private Wealth Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx8 |
dns*****@a***.com |
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Signator Investors |
197 Clarendon St, Boston, MA 02116 |
|
80054xxxx1 |
ase****@j*******.com |
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49294 |
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Ameriprise Financial Advisors |
124 Main St Ste 201 Charlestown, MA 02129 |
|
61733xxxx9 |
ame****************@e*.ameriprise |
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Wyatt Larsen |
500 Boylston St Ste 1300, Boston, MA 02116 |
|
85750xxxx0 |
abc****@r*****.com |
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Lincoln Investment Planning |
84 State St #740, Boston, MA 02109 |
|
61722xxxx0 |
aam****@l****************.com |
2 |
2 |
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Weiss Asset Management LP |
222 Berkeley St, Boston, MA 02116 |
|
61777xxxx0 |
aar**@w*********.com |
5 |
1 |
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Rinet Company |
101 Federal St, Boston, MA 02110 |
|
61795xxxx8 |
bm@r******.com |
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Sylvia M. Singleton, Cpa |
5230 Washington St Ste 1 Roxbury, MA 02132 |
|
61739xxxx7 |
joh*@s*************.com |
5 |
13 |
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Willow Planning Group, LLC |
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61794xxxx3 |
lxx***@w******************.com |
5 |
1 |
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Paul Timothy Connolly - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx0 |
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Merrill Lynch Wealth Management |
1 Financial Ctr, Boston, MA 02111 |
|
61735xxxx0 |
ari*********@m*.com |
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William Tucker Jacobs |
580 Washington St, Boston, MA 02111 |
|
61742xxxx0 |
abc*******@c***********.com |
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Legatus Wealth |
200 Great Rd Ste 222 Bedford, MA 01730 |
|
78127xxxx0 |
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5 |
2 |
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Daniel Hall - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dah***@a***.com |
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Dalbar Inc |
303 Congress St, Boston, MA 02210 |
|
61772xxxx0 |
bha******@d*****.com |
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Hercules Technology Growth |
31 St James Ave # 790, Boston, MA 02116 |
|
61731xxxx3 |
aay***@h***.com |
1 |
1 |
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The Gaffney Group - UBS Financial Services Inc. |
One Post Office Square 34th Floor, Boston, MA 02109 |
|
61743xxxx8 |
|
5.01 |
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Investor Resources Inc |
10 Milk St Ste 701, Boston, MA 02108 |
|
61772xxxx0 |
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David J. Prothero, CPA P.C. |
313 Washington St Ste 200 Newton, MA 02458 |
|
61787xxxx2 |
*nn*@e**********.com |
4.9 |
12 |
4.7 |
9 |
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131 |
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142 |
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Steward Partners |
1 International Pl Ste 3210, Boston, MA 02110 |
|
61737xxxx2 |
a@s**************.com |
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Prio Wealth, LP |
265 Franklin St Suite 2001, Boston, MA 02110 |
|
61722xxxx0 |
ake***@p*********.com |
5 |
1 |
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5 |
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5 |
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Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant |
101 Federal St, Boston, MA 02110 |
|
61731xxxx5 |
san**************@l**.com |
5 |
7 |
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Justin Glucksman - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61724xxxx1 |
abc*******@u**.com |
|
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Colchester Partners LLC |
53 State St Suite 1304, Boston, MA 02109 |
|
61754xxxx0 |
ali****@c*****************.com |
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Charles Schwab |
127 Congress St, Boston, MA 02110 |
|
61721xxxx0 |
ask******@s*****.com |
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Windhaven Investment Management |
1 International Pl 33rd floor, Boston, MA 02110 |
|
80042xxxx5 |
aar********@s*****.com |
2 |
4 |
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Loomis Sayles & Company, L.P. |
1 Financial Ctr, Boston, MA 02111 |
|
61748xxxx0 |
aag*****@l***********.com |
|
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Ameriprise Financial |
2 Constitution Rd, Charlestown, MA 02129 |
|
61724xxxx7 |
ame******************@a***.com |
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US Wealth Management |
30 Braintree Hill Office Park Braintree, MA 02184 |
|
78188xxxx2 |
inf*@d*************.org |
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Hellman Jordan Management Co |
125 High St # 840, Boston, MA 02110 |
|
61726xxxx0 |
ag@h************.com |
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Dolphin Investment Advisors |
Cambridge, MA 02138 |
|
61743xxxx8 |
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Morgan Stanley Wealth Management |
501 Boylston St, Boston, MA 02116 |
|
61735xxxx9 |
aar***********@m***********************.com |
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Tyler Ash - TD Wealth Relationship Manager |
1 Union St, Boston, MA 02108 |
|
61731xxxx5 |
ale***@t*.com |
|
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|
844491 |
7550 |
850000 |
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Ameriprise Financial Advisors - Gage & Wilson |
450 Lexington St Ste 202 Auburndale, MA 02466 |
|
61750xxxx5 |
|
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Old Mutual US Holdings |
200 Clarendon St, Boston, MA 02116 |
|
61736xxxx0 |
|
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Santander Bank |
218 Hanover St, Boston, MA 02113 |
|
87776xxxx5 |
a.a******@s************.com |
|
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|
Alex.Brown, A Division of Raymond James |
1 International Pl 12th Floor, Boston, MA 02110 |
|
85750xxxx0 |
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Hargadon Wealth Management - UBS Financial Services Inc. |
200 Clarendon St 24th Floor, Boston, MA 02116 |
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61724xxxx1 |
ben*******************@u**.com |
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Edward Jones - Financial Advisor: Jennifer Pollina |
50 Mall Rd Ste G15 Burlington, MA 01803 |
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78122xxxx0 |
a.j*********@e**********.com |
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1 |
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Winthrop Wealth |
109 State St 2nd floor, Boston, MA 02109 |
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61753xxxx0 |
ala***********@w*************.com |
1 |
1 |
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222 |
13 |
254 |
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The Argus Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
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61743xxxx1 |
abc*******@u**.com |
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Alex.Brown, A Division of Raymond James |
1 International Pl, Boston, MA 02110 |
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85750xxxx0 |
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CarrThaxton Financial Group |
420 Bedford St Ste 330 Lexington, MA 02420 |
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78186xxxx0 |
bek*****@c**********.com |
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Colonygroupincthe |
2 Atlantic Ave, Boston, MA 02110 |
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61772xxxx1 |
aay***@t*************.com |
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Seacoast Financial Planning - Ameriprise Financial Services |
127 Main St Ste 8, Boston, MA 02129 |
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61724xxxx6 |
all**************@a***.com |
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420 |
56 |
442 |
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Shannon McAllister - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61724xxxx2 |
ale****@u**.com |
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EBF-Boston |
20 Park Plaza, Boston, MA 02116 |
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61790xxxx4 |
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George Grant - TIAA Financial Consultant |
33 Arch St Ste 1210, Boston, MA 02110 |
|
87755xxxx2 |
acc**********@t***.org |
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Wellesley Financial Advisor |
70 Walnut St Wellesley Hills, MA 02481 |
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78123xxxx0 |
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Jason Sebell, Wealth Management Advisor |
Baystate Financial, 200 Clarendon St 19th floor, Boston, MA 02116 |
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61768xxxx3 |
hit******@l*******.com |
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Shoreline Private Wealth Management - Ameriprise Financial |
60 State St Fl 21 Boston, MA 02109 |
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78155xxxx1 |
dns*****@a***.com |
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542 |
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564 |
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Baystate Financial |
200 Clarendon Street, 19 & 25th Floors, Boston, MA 02116 |
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61758xxxx0 |
aac*****@b****************.com |
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Annie Tse |
53 State St Suite 3600, Boston, MA 02109 |
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61772xxxx2 |
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Commons Capital |
254 2nd Ave Ste 130 Needham, MA 02494 |
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61743xxxx0 |
inf*@c*********.com |
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Ellen Takagi - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
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61772xxxx3 |
wms**********@r**.com |
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14811 |
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16000 |
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Santander Bank |
3060 Washington St, Boston, MA 02119 |
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61752xxxx5 |
a.a******@s************.com |
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123797 |
1106 |
124000 |
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Peter Staunton, CFA, CFP - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61726xxxx8 |
abc*******@u**.com |
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David Almquist - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
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61772xxxx8 |
rbc*********@r**.com |
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14811 |
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16000 |
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Pinnacle Financial Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61743xxxx5 |
abc*******@u**.com |
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Beyond Your Hammock |
50 Milk St 16th floor, Boston, MA 02109 |
|
61744xxxx1 |
eri*@b****************.com |
5 |
22 |
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906 |
100 |
940 |
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Kolton Wood Wealth Management - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx7 |
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Courtney Dunnells - Financial Advisor, Ameriprise Financial Services |
10 City Sq Ste 4TH, Charlestown, MA 02129 |
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61739xxxx7 |
cit***********************@a***.com |
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George Grant - TIAA Financial Consultant |
33 Arch St Suite 1210, 12th floor, Boston, MA 02110 |
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87755xxxx2 |
acc**********@t***.org |
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Winslow Management |
60 State St, Boston, MA 02109 |
|
61778xxxx0 |
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Thomas Brady & Assoc |
575 Boylston St Ste 3L, Boston, MA 02116 |
|
61726xxxx9 |
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John Curtin - Private Wealth Advisor, Ameriprise Financial Services, LLC |
20 Park Plaza #439, Boston, MA 02116 |
|
87752xxxx2 |
aar*********@a***.com |
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Beacon Capital Partners |
200 State St, Boston, MA 02109 |
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61745xxxx0 |
aar***********@c****.com |
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1145 |
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1200 |
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Charles River Wealth Management |
50 Mall Rd Ste 209 Burlington, MA 01803 |
|
78127xxxx0 |
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Ameriprise Financial Advisors |
859 Willard St Ste 300 Quincy, MA 02169 |
|
78184xxxx0 |
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5 |
1 |
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Peter Laird - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx6 |
abc*******@u**.com |
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Pearl Street Capital Advisors |
10 Derne St, Boston, MA 02114 |
|
61772xxxx2 |
bko*****@p*******.com |
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Pinnacle Capital Management |
59 Canal St, Boston, MA 02114 |
|
61739xxxx0 |
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True North Wealth Management - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx1 |
abc*******@u**.com |
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Monleon Cook Pardy Team - UBS Financial Services Inc. |
200 Clarendon St 24th Floor, Boston, MA 02116 |
|
61724xxxx4 |
ben*******************@u**.com |
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Parker Wiseman - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx4 |
dns*****@a***.com |
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61 |
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The Littlefield Murphy Team - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx1 |
ale*******@u**.com |
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Mercer Advisors Wealth Management |
101 Federal St Suite, 1900, Boston, MA 02110 |
|
88856xxxx1 |
aar********@m*************.com |
4.4 |
18 |
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2734 |
27 |
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Simon Clarke - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx2 |
abc*******@u**.com |
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Merrill Lynch Financial Advisor William C. McConnell III |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx8 |
bro*********@m*.com |
5.01 |
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Merrill Lynch Financial Advisor Sylvia S. Han |
440 Boylston St, Boston, MA 02116 |
|
61769xxxx4 |
ale*********@m*.com |
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Smith-Petersen Douglas R |
175 Federal St Fl 16, Boston, MA 02110 |
|
61748xxxx0 |
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Seaport Financial Partners LLC |
175 Portland St 4th floor, Boston, MA 02114 |
|
78189xxxx8 |
ale**@s**************.com |
5 |
3 |
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Joel Slovin - RBC Wealth Management Financial Advisor |
53 State St Ste 3600, Boston, MA 02109 |
|
61795xxxx8 |
joe********@r**.com |
3 |
2 |
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Boston, MA Private Wealth Management - UBS Financial Services Inc. |
One Post Office Square 33rd floor, Boston, MA 02109 |
|
80022xxxx5 |
ade********@u**.com |
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South Shore Wealth Management - Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
78155xxxx6 |
and*************@a***.com |
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Mission Park Capital |
Waltham, MA 02452 |
|
41359xxxx1 |
enr**********@m*****************.com |
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5 |
4 |
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Bostonia Partners LLC |
699 Boylston St #7a, Boston, MA 02116 |
|
61743xxxx0 |
fbl*******@b*******.com |
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The Callanan Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61726xxxx6 |
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Tunc Tanin |
45 Prospect St Fl 5 Cambridge, MA 02139 |
|
78197xxxx7 |
ebe*@e*******.com |
4.2 |
20 |
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Kelly Hudak - Private Wealth Advisor, Ameriprise Financial Services |
10 City Sq Ste 5TH, Charlestown, MA 02129 |
|
61758xxxx3 |
dns*****@a***.com |
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164 |
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Prio Wealth, LP |
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Erica Hubbard - Platinum Financial Services Advisor, Ameriprise Financial Services |
127 Main St Ste 8, Boston, MA 02129 |
|
61745xxxx6 |
dns*****@a***.com |
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Ameriprise Financial Advisors |
1 Washington St Ste 308 Wellesley Hills, MA 02481 |
|
78123xxxx1 |
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D.A. Davidson |
1 International Pl Ste 320, Boston, MA 02110 |
|
85731xxxx0 |
a.a@d*********.com |
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Riverside Partners |
1 Exeter St, Boston, MA 02116 |
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61735xxxx0 |
aga**@r****************.com |
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Wells Fargo Advisors |
2 International Pl Ste 2000, Boston, MA 02110 |
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61734xxxx0 |
a.b@w*****************.com |
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188275 |
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189000 |
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Mayflower Advisors LLC |
265 Franklin St Ste 401, Boston, MA 02110 |
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61725xxxx7 |
ali*********@m****************.com |
5 |
2 |
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4.5 |
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Team Carey McKeever - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
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61724xxxx5 |
ade********@u**.com |
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Merrill Lynch Financial Advisor Peter G Hernandez |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx9 |
ban********************@m*.com |
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Social Finance Inc |
10 Milk St Ste 1010, Boston, MA 02108 |
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61793xxxx0 |
aal*@s************.org |
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CPMR Wealth Management Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
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61743xxxx9 |
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Hubbard, Erica, AGT |
124 Main St, Charlestown, MA 02129 |
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61745xxxx6 |
ame******************@a***.com |
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132661 |
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134659 |
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Drew London - Associate Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
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61791xxxx5 |
dns*****@a***.com |
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Merrill Lynch Financial Advisor Conrad S. van Coller |
100 Federal St 16th Floor, Boston, MA 02110 |
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61794xxxx7 |
ale*********@m*.com |
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New England Exit Planning Advisors |
101 Arch St, Boston, MA 02110 |
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61790xxxx1 |
inf*@e*****************.com |
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Vivek Mehra - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
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61745xxxx0 |
bry********@a***.com |
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107 |
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Brescor Wealth Advisory |
Needham, MA 02492 |
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78144xxxx0 |
ast****@a*********.com |
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Nicholas Carlin - Private Wealth Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
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61758xxxx6 |
ang************@a***.com |
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Bjorn Koch - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61724xxxx0 |
abc*******@u**.com |
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Ameriprise Financial |
2 Constitution Plz Ste 1, Charlestown, MA 02129 |
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61724xxxx0 |
ame****************@e*.ameriprise |
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Bolvin Wealth Management Group |
31 Milk St Ste 203, Boston, MA 02109 |
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61734xxxx4 |
bil************@b***********.com |
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Retirement Financial Group |
John Hancock Tower, Boston, MA 02116 |
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61723xxxx6 |
dst****@t**********.com |
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Boston Partners Global Investors, Inc. |
1 Beacon St Ste 33, Boston, MA 02108 |
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61783xxxx0 |
a@b**************.com |
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Alibrandi Wealth Management - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61724xxxx7 |
abc*******@u**.com |
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Fisher Financial Strategies |
245 1st St Ste 1800, Cambridge, MA 02142 |
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61744xxxx5 |
6ff*************************************@w*****************.com |
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948650 |
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James William Buzgo - Private Wealth Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx6 |
dns*****@a***.com |
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Congress Financial Corp Of New England |
1 Post Office Sq, Boston, MA 02109 |
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61733xxxx8 |
aar**********@w*********.com |
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154241 |
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11 |
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Heritage Wealth Management |
75 Second Ave Ste 605 Needham, MA 02494 |
|
78144xxxx0 |
inf*@h******.com |
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Santander |
125 Broadway Somerville, MA 02145 |
|
61762xxxx4 |
cul*******************@s********.us |
2.7 |
29 |
1.8 |
5 |
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124160 |
941 |
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Acadia Management |
111 Devonshire St Ste 620, Boston, MA 02109 |
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61742xxxx5 |
aca***@a***************.com |
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Bank of America Financial Center |
557 Tremont St, Boston, MA 02118 |
|
61726xxxx1 |
ada*************@b***.com |
3.3 |
15 |
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871105 |
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Wealth Effects |
265 Franklin St #1702, Boston, MA 02110 |
|
61746xxxx0 |
jsm***@w********.com |
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29 |
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34 |
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Leonard Nolan - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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11 |
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Quadrant Financial Services, LLC |
183 State St STE 3, Boston, MA 02109 |
|
61755xxxx3 |
joh*******@q************************.com |
1.01 |
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The Harvest Group Wealth Management |
800 South St Ste 200 Waltham, MA 02453 |
|
84499xxxx0 |
bi**@m*************.com |
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5388 |
47 |
5500 |
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Wayne Davis - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61724xxxx9 |
abc*******@u**.com |
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Kelly Douglas A |
99 High St Ste 2801, Boston, MA 02110 |
|
61749xxxx0 |
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Santander Bank |
2189 Washington St, Roxbury, MA 02119 |
|
61760xxxx0 |
a.a******@s************.com |
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123919 |
1074 |
124000 |
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TJ Van Gerven - Modern Wealth Builders |
7 Beacon St Ste 7R Woburn, MA 01801 |
|
50868xxxx3 |
tea*@m*******************.com |
5 |
17 |
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Ironwood Investment Management |
67 Batterymarch St Fl 3, Boston, MA 02110 |
|
61775xxxx0 |
awa**@i***************************.com |
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Schooner Capital |
60 South St Ste 1120, Boston, MA 02111 |
|
61796xxxx0 |
aci********@s**************.com |
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Santander Bank |
164 Seaport Blvd, Boston, MA 02210 |
|
61734xxxx4 |
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Erica Hubbard - Financial Advisor, Ameriprise Financial Services, LLC |
127 Main St, Ste 8, Boston, MA 02129 |
|
61745xxxx6 |
dns*****@a***.com |
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5 |
30 |
Vivek Mehra - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
5.01 |
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Financial Advisor Tim Hayes AIF®, CRPS®, AWMA®, CFS™, CTS™, CES™, APMA®, CAS® |
39 Braddock Park, Boston, MA 02116 |
|
50827xxxx7 |
tim******@c****************.com |
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77 |
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TwinFocus |
Heritage on the Garden, 75 Park Plaza, Boston, MA 02116 |
|
61772xxxx0 |
abi****@t********.com |
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Merrill Lynch Financial Advisor John L. Ruminski |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx5 |
ban********************@m*.com |
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Boston Investor Services Inc |
125 Summer St Ste 1470, Boston, MA 02110 |
|
61795xxxx4 |
eli******@b*********************.com |
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Mark Kelley - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
50881xxxx9 |
dan************@a***.com |
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MPM Capital |
200 Clarendon St Ste 54, Boston, MA 02116 |
|
61726xxxx9 |
aba*****@m*********.com |
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Panagora Asset Management |
1 International Pl Ste 3000, Boston, MA 02110 |
|
61726xxxx3 |
alf***@a********.com |
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5 |
1 |
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Nauticus Financial Advisors |
799 Hancock St Quincy, MA 02170 |
|
61777xxxx4 |
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The SGR Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx4 |
abc*******@u**.com |
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Clough Capital |
1 Post Office Sq Ste 4000, Boston, MA 02109 |
|
61720xxxx0 |
ada***********@c***********.com |
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Morgan Stanley Wealth Management |
28 State St Fl 26, Boston, MA 02109 |
|
61757xxxx0 |
aar***********@m***********************.com |
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Good Life Financial Partners |
177 Huntington Ave Fl 17 Boston, MA 02115 |
|
61738xxxx1 |
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Chestnut Hill Wealth Management Group |
1 Beacon St 15th floor, Boston, MA 02108 |
|
61784xxxx1 |
dav*********@c****.com |
1 |
1 |
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The Littlefield Murphy Team - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61724xxxx1 |
abc*******@u**.com |
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StockCross Financial Services |
77 Summer St Ste 202, Boston, MA 02110 |
|
61736xxxx0 |
and************@s*********.com |
|
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|
350 |
|
370 |
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|
Sandra Gilpatrick, CFP®, Wealth Consultant |
101 Federal St, Boston, MA 02110 |
|
61731xxxx5 |
san**************@l**.com |
5 |
7 |
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Ameriprise Financial Advisors |
162 Washington Ave Needham, MA 02492 |
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78144xxxx7 |
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Janney Montgomery Scott LLC |
60 State St Suite 1350, Boston, MA 02109 |
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61772xxxx0 |
aal******@j*****.com |
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1623 |
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Windham Capital Group Inc |
66 Long Wharf, Boston, MA 02110 |
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61733xxxx4 |
tme****@w******************.com |
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Morgan Stanley |
1 International Pl Fl 13, Boston, MA 02110 |
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61785xxxx0 |
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Radius Wealth Management & Financial Advisor in Duxbury |
1 Washington Mall #1095, Boston, MA 02108 |
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61776xxxx0 |
adm**@r***********.com |
5 |
6 |
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Women’s Financial Help |
450 Bedford St Ste 1100 Lexington, MA 02420 |
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78182xxxx0 |
inf*@w******************.com |
5 |
2 |
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Hym Investment Group |
1 Congress St, Boston, MA 02114 |
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61724xxxx5 |
abi****@h*************.com |
1.6 |
8 |
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Trent Ethelanne |
200 High St, Boston, MA 02110 |
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61734xxxx0 |
jfa***@w**********.com |
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Ameriprise Financial |
121 Mount Vernon St, Boston, MA 02108 |
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61736xxxx0 |
ame******************@a***.com |
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Dicerbo Douglas J |
1 Beacon St Ste 2500, Boston, MA 02108 |
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61753xxxx5 |
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Diane O’Brien, EA |
7 Davis Sq Ste 1 Somerville, MA 02144 |
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61759xxxx3 |
dia**@d************.com |
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3.9 |
39 |
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Santander Bank |
287 Hanover St, Boston, MA 02113 |
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87776xxxx5 |
a.a******@s************.com |
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123919 |
1074 |
124000 |
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The Colony Group |
One Boston Place, 201 Washington St 11 Floor, Boston, MA 02108 |
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61772xxxx0 |
aay***@t*************.com |
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Kapur Tholander-Szymanski |
2 Constitution Plz, Charlestown, MA 02129 |
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61758xxxx1 |
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Swett Wealth Management - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61743xxxx4 |
abc*******@u**.com |
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Alliance Financial Group |
175 William F McClellan Hwy Boston, MA 02128 |
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61731xxxx5 |
inf*@a*********************.com |
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499 |
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Alfred C. Clemens - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx3 |
wms**********@r**.com |
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14811 |
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16000 |
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Boston, MA Branch Office - UBS Financial Services Inc. |
1 Post Office Sq 34th Fl, Boston, MA 02109 |
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61743xxxx0 |
alb************@u**.com |
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The Bradshaw Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61743xxxx6 |
abc*******@u**.com |
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Wayzata Investment Partners |
500 Boylston St Ste 1880, Boston, MA 02116 |
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61737xxxx5 |
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Leonard Nolan - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St, Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
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Silvercrest Asset Management |
2 International Pl Ste 2500, Boston, MA 02110 |
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61741xxxx0 |
all****@t***********.com |
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2 |
1 |
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Santander Bank |
61 Arlington St, Boston, MA 02116 |
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61742xxxx9 |
aal***@s************.com |
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123919 |
1074 |
124000 |
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Jason Pirnie - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx8 |
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Real World Financial Planning, LLC |
41 Woodlawn Dr, Chestnut Hill, MA 02467 |
|
91768xxxx1 |
bxx*****@r**********.com |
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Daniel D'Agata - Private Wealth Advisor, Ameriprise Financial Services, LLC |
60 State St, Ste 2100, Boston, MA 02109 |
|
61791xxxx3 |
aga**@a***.com |
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Roger LaPointe JR - UBS Financial Services Inc. |
One Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx5 |
abc*******@u**.com |
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South End Wealth Management - Ameriprise Financial Services |
546 Tremont St Boston, MA 02116 |
|
61742xxxx6 |
bri***************@a***.com |
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189 |
8 |
190 |
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National Quality Review |
101 Arch St Ste 50, Boston, MA 02110 |
|
61733xxxx3 |
aco*****@c******.org |
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Oechsle International Advisors |
75 State St Ste 2900, Boston, MA 02109 |
|
61733xxxx0 |
aad****@a******************.com |
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Denham Capital Management |
185 Dartmouth St, Boston, MA 02116 |
|
61753xxxx0 |
ada********@d************.com |
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Morgan Stanley Wealth Management |
1 International Pl, Boston, MA 02110 |
|
61785xxxx0 |
aar***********@m***********************.com |
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CIBC Private Wealth |
100 Federal St 37th floor, Boston, MA 02110 |
|
61735xxxx0 |
alb***********@c***.com |
5 |
2 |
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Getzler & Henrich |
60 State St Ste 700, Boston, MA 02109 |
|
61785xxxx4 |
bco****@g*************.com |
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Hubbard, Erica |
127 Main St, Boston, MA 02129 |
|
61766xxxx9 |
dns*****@a***.com |
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Erica Hubbard - Financial Advisor, Ameriprise Financial Services |
127 Main St Ste 8, Boston, MA 02129 |
|
61766xxxx9 |
dns*****@a***.com |
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Daniel D'Agata - Private Wealth Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx3 |
aga**@a***.com |
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Citizens Bank |
171 Watertown St Watertown, MA 02472 |
|
61796xxxx6 |
aar*********@c***********.com |
2.1 |
21 |
2.3 |
6 |
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Ameriprise Financial Advisors |
546 Tremont St Boston, MA 02116 |
|
61742xxxx6 |
dns*****@a***.com |
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Reuben Fink - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx5 |
abc*******@u**.com |
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Edward Jones - Financial Advisor: Haley C Adams |
628 Somerville Ave Ste 1 Somerville, MA 02143 |
|
61776xxxx0 |
a.j*********@e**********.com |
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Robert McAleer - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61724xxxx3 |
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Balanced Rock Investment Advisors |
252 Roslindale Ave, Roslindale, MA 02131 |
|
61797xxxx3 |
bri**@b*****************************.com |
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57 |
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528 |
10 |
530 |
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Lantern Financial |
50 Franklin St Fl 3 Boston, MA 02110 |
|
61748xxxx0 |
aja*@l****************.com |
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5 |
3 |
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The Bowman Group |
334 Commercial St, Boston, MA 02109 |
|
78129xxxx9 |
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The Zalcman Neill Wealth Management Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61726xxxx8 |
abc*******@u**.com |
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Santander Bank |
599 Massachusetts Ave, Cambridge, MA 02139 |
|
61723xxxx1 |
aar**@s************.com |
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123919 |
1074 |
124000 |
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Maria Aliferis - UBS Financial Services Inc. |
32nd and 33rd floors, One Post Office Square, Boston, MA 02109 |
|
61743xxxx5 |
ben*******************@u**.com |
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Geoffrey Hargadon - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61724xxxx7 |
abc*******@u**.com |
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Edward Jones - Financial Advisor: J Neil Parsons |
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John Hancock Life Insurance Company |
197 Clarendon St Boston, MA 02116 |
|
61757xxxx0 |
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1.1 |
16 |
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THL Credit Inc |
100 Federal St Fl 31, Boston, MA 02110 |
|
61779xxxx0 |
aro*@t********.com |
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Footbridge Wealth Management - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61743xxxx7 |
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Stern Agee |
265 Franklin St Ste 401, Boston, MA 02110 |
|
61744xxxx3 |
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Clough Capital |
1 Post Office Sq Fl 39, Boston, MA 02109 |
|
61720xxxx0 |
ada***********@c***********.com |
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The Sanders Martin Group - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx2 |
ade********@u**.com |
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Peter Staunton, CFA, CFP - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61726xxxx8 |
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Isabelle Maria - Private Wealth Advisor, Ameriprise Financial Services, LLC |
800 Boylston St Fl 16, Boston, MA 02199 |
|
85745xxxx1 |
dns*****@a***.com |
5 |
1 |
|
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Wilmington Trust |
1 Post Office Sq 32nd Fl, Boston, MA 02109 |
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61745xxxx0 |
aam****@w**************.com |
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Stewart A Don, CPA PC |
50 Tremont St Ste 205 Melrose, MA 02176 |
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78166xxxx2 |
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4.1 |
9 |
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The Balter-Silberman Group - UBS Financial Services Inc. |
1 Post Office Sq 34th Fl, Boston, MA 02109 |
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61743xxxx1 |
abc*******@u**.com |
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American Express Financial Advisors |
2 Constitution Plz Charlestown, MA 02129 |
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61724xxxx0 |
aar**@a**************.com |
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904957 |
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79 |
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The Veritas Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61743xxxx7 |
abc*******@u**.com |
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Ameriprise Financial Advisors |
530 Loring Ave Ste 103 Salem, MA 01970 |
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97874xxxx0 |
bri*********@a***.com |
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Lance Financial Associates |
2 Winnmere Ave Burlington, MA 01803 |
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78150xxxx1 |
hel**@g********.com |
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Charles Peck - TD Wealth Financial Advisor |
535 Boylston St, Boston, MA 02116 |
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61769xxxx7 |
abc*******@t*.com |
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844708 |
7550 |
850000 |
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Kelly Hudak - Private Wealth Advisor, Ameriprise Financial Services |
10 City Sq Ste 4TH, Charlestown, MA 02129 |
|
61758xxxx3 |
dns*****@a***.com |
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Merrill Lynch Financial Advisor Christopher Joyce |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx9 |
ale*********@m*.com |
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The Parquette Wealth Management Group - Morgan Stanley |
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Griffin Knowlton |
500 Boylston St #1300, Boston, MA 02116 |
|
85750xxxx0 |
abc***@r*****.com |
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Wealth Enhancement Group |
200 Summit Dr Ste 420 Burlington, MA 01803 |
|
78193xxxx5 |
abr*****@w****************.com |
5 |
3 |
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Mariner |
245 1st St Ste 1800, Cambridge, MA 02142 |
|
61735xxxx0 |
aar********@m********************.com |
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South Shore Wealth Management - Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
78155xxxx6 |
and*************@a***.com |
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257 |
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269 |
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Wainwright Investment Counsel |
1 Boston Pl, Boston, MA 02108 |
|
61753xxxx0 |
agu***@w**********.com |
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Susan E Katz Financial Advisors |
857 Washington St Braintree, MA 02184 |
|
78135xxxx9 |
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David Ciolfi |
99 High St, Boston, MA 02110 |
|
40182xxxx3 |
abc***@c***********.com |
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RBC Global Asset Management |
225 Franklin St Ste 2700, Boston, MA 02110 |
|
61772xxxx0 |
aar*******@r**.com |
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Arrowstreet Capital LP |
200 Clarendon St #30, Boston, MA 02116 |
|
61791xxxx0 |
aag*****@a*****************.com |
3.4 |
8 |
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Lisa M. Austin - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx4 |
gab**************@r**.com |
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2 |
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2 |
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Merrill Lynch Financial Advisor Thomas F Capachietti |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx3 |
ari*********@m*.com |
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Hara Dean T Mba Amex Financial Advisors |
546 Tremont St Boston, MA 02116 |
|
61742xxxx5 |
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John J. Olohan - Stifel |
20 Custom House St 9th Fl, Boston, MA 02110 |
|
61723xxxx6 |
olo****@s*****.com |
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Walnut Hill Advisors |
90 Concord Ave Fl 3 Belmont, MA 02478 |
|
88827xxxx3 |
use*@d*****.com |
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Paul McNulty, CFP® | Boston Metro Advisor |
444 Washington St Ste 306, Woburn, MA 01801 |
|
78199xxxx3 |
joh******@b*****************.com |
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118 |
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Millstreet Capital Management |
545 Boylston St 8th Floor, Boston, MA 02116 |
|
61793xxxx0 |
abe*********@m*********.com |
5 |
1 |
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Harris Wealth Management - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
61726xxxx9 |
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Santander Bank |
631 Washington St, Boston, MA 02111 |
|
87776xxxx5 |
a.a******@s************.com |
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Jeffrey Jacobson - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx6 |
lia********@r**.com |
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53 |
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59 |
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The Gaffney Group - UBS Financial Services Inc. |
1 Post Office Sq 34th Fl, Boston, MA 02109 |
|
61743xxxx8 |
abc*******@u**.com |
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Reuben Fink - UBS Financial Services Inc. |
One Post Office Square, 32nd and 33rd floor, Boston, MA 02109 |
|
61743xxxx5 |
ben*******************@u**.com |
5.01 |
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Lakeside Financial Planning |
1500 District Ave Burlington, MA 01803 |
|
78127xxxx1 |
jho***@l********************.com |
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Business Intelligence Advisors |
53 State St Ste 12, Boston, MA 02109 |
|
61722xxxx7 |
agr******@b*********.com |
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D G Capital Management, Inc. |
800 Boylston St Ste 1325, Boston, MA 02199 |
|
61789xxxx0 |
abr****@p************.com |
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Panagora Asset Management |
1 International Pl Ste 1850, Boston, MA 02110 |
|
85723xxxx6 |
bre***@m**************.com |
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5 |
1 |
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TIAA Financial Services |
50 Braintree Hill Park Ste 108 Braintree, MA 02184 |
|
80084xxxx4 |
acc******************@t***.org |
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Financial Advisors Network |
600 W Cummings Park Ste 3050 Woburn, MA 01801 |
|
78193xxxx7 |
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Radius Wealth Management |
Quincy, MA 02169 |
|
61776xxxx0 |
adm**@r***********.com |
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Lurie Davis Wealth Management |
40 Baltimore St Ste A Lynn, MA 01902 |
|
78169xxxx8 |
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Merrill Lynch Financial Advisor Mark S Joyce |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx1 |
ban********************@m*.com |
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Statestreet Staffing |
4 Faneuil Hall Market Pl, Boston, MA 02109 |
|
61722xxxx7 |
ath**********@s******************.com |
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CGM Funds |
38 Newbury St # 8, Boston, MA 02116 |
|
61785xxxx4 |
joh*@c*******.com |
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The SGR Group - UBS Financial Services Inc. |
One Post Office Square, Post Office Square 35th Floor, Boston, MA 02109 |
|
61743xxxx4 |
abc*******@u**.com |
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Wells Fargo Advisors |
125 High St, Boston, MA 02110 |
|
61734xxxx0 |
aar**********@w*********.com |
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The Vierra Group - UBS Financial Services Inc. |
Post Office Square Boston Ma 02109, Boston, MA 02109 |
|
78198xxxx7 |
abc*******@u**.com |
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City National Bank Commercial Banking Office |
200 Clarendon St Fl 48 Boston, MA 02116 |
|
61740xxxx0 |
ava********@c**.com |
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5371 |
151 |
5900 |
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Edelman Financial Engines |
1 Pine Hill Dr Ste 502 Quincy, MA 02169 |
|
83375xxxx3 |
aar*******@e**********************.com |
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18809 |
20 |
20000 |
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Kevin Connors - Private Wealth Advisor, Ameriprise Financial Services |
10 City Sq Ste 5TH, Charlestown, MA 02129 |
|
61758xxxx6 |
dns*****@a***.com |
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164 |
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Emerson Investment Management |
1 Winthrop Sq, Boston, MA 02110 |
|
61769xxxx1 |
abb**@b********.com |
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87 |
46 |
116 |
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Four Ponds Financial Planning |
One Boston Place, 201 Washington St Suite 2600, Boston, MA 02108 |
|
88828xxxx5 |
dav**@f*****************.com |
5.07 |
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The TPC Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx1 |
abc*******@u**.com |
|
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Hilltop Securities Inc. |
54 Canal St Ste 320, Boston, MA 02114 |
|
61761xxxx0 |
aar**************@h****************.com |
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Boston Financial Management |
255 State Street, 6th Floor, Boston, MA 02109 |
|
61733xxxx8 |
abb**@b********.com |
|
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83 |
46 |
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Leilani Germain - Private Wealth Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
dns*****@a***.com |
|
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Santander Bank |
2 Center Plz, Boston, MA 02108 |
|
87776xxxx5 |
ale*********@s*******************.com |
|
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|
123796 |
1105 |
124000 |
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Saturn Asset Management |
75 Federal St Ste 1320, Boston, MA 02110 |
|
61757xxxx0 |
ado*****@b****************.com |
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Finepoint Capital |
500 Boylston St, Boston, MA 02116 |
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61733xxxx0 |
aos****@f***************.com |
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Beacon Capital Management Advisors |
581 Boylston St Ste 802, Boston, MA 02116 |
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61723xxxx0 |
eri*@b**********.com |
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Wealth Enhancement Group |
10 Post Office Square Suite 1200 South, Boston, MA 02109 |
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61769xxxx0 |
aba****@w****************.com |
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RLT Wealth Management - Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
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61745xxxx0 |
bry********@a***.com |
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Merrill Lynch Financial Advisor Michelle E. Losasso |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx2 |
ale*********@m*.com |
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Robert Andrews - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
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61791xxxx6 |
dns*****@a***.com |
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Clemens Private Wealth Management Group |
53 State St Ste 3600, Boston, MA 02109 |
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61772xxxx3 |
rbc*********@r**.com |
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Merrill Lynch Financial Advisor Seth A Mulrooney |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx2 |
ale*********@m*.com |
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Yon Corkum - Ameriprise Financial Advisor |
45 Braintree Hill Park Braintree, MA 02184 |
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78156xxxx0 |
dns*****@a***.com |
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Compass Planning Associates |
3 Post Office Sq Ste 602, Boston, MA 02109 |
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61752xxxx6 |
aus***@c**************.com |
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Janney Montgomery Scott |
60 State St Ste 1350, Boston, MA 02109 |
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61772xxxx0 |
cmo*****@j*****.com |
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Perennial Capital Advisors |
1 Washington St # 1103, Boston, MA 02108 |
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61724xxxx0 |
inf*@p***********.com |
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The Hub Investment Group |
53 State St Ste 3600, Boston, MA 02109 |
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61772xxxx6 |
lia********@r**.com |
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53 |
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59 |
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Merrill Lynch Wealth Management |
92 Ames St, Cambridge, MA 02142 |
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61752xxxx5 |
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Sullivan Partners - UBS Financial Services Inc. |
200 Clarendon St 24th Floor, Boston, MA 02116 |
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61724xxxx4 |
ben*******************@u**.com |
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Stag Capital Partners |
93 Summer St, Boston, MA 02110 |
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61757xxxx7 |
aan******@s*************.com |
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G 2 Systems |
185 Devonshire St, Boston, MA 02110 |
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61733xxxx8 |
jmi******@g***.com |
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Hoopoe Advisors |
54 Warren St Boston, MA 02119 |
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61731xxxx4 |
inf*@h*************.com |
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Bradford J Rindler - Financial Advisor, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61745xxxx0 |
bra*************@a***.com |
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The Financial Architects Group |
111 Huntington Ave Fl 7, Boston, MA 02199 |
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61725xxxx0 |
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Merrill Lynch Financial Advisor Harrison G. Armstrong |
100 Federal St 17th Floor, Boston, MA 02110 |
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61794xxxx8 |
ban********************@m*.com |
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Cor-Fs |
51 Sleeper St, Boston, MA 02210 |
|
61779xxxx0 |
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Thomas Weisel Partners |
2 International Pl Lbby 2610, Boston, MA 02110 |
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61748xxxx0 |
abb****@s*****.com |
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4306 |
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4700 |
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True North Wealth Management - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx1 |
abc*******@u**.com |
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Michel Shaked Group |
2 Park Plaza #500, Boston, MA 02116 |
|
61742xxxx5 |
ami****@m************.com |
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City Square Wealth Management - Ameriprise Financial Services |
10 City Sq Ste 5TH, Charlestown, MA 02129 |
|
61758xxxx5 |
dns*****@a***.com |
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164 |
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Edward Jones - Financial Advisor: Marilyn J Gentilotti |
460 Totten Pond Rd Ste 130 Waltham, MA 02451 |
|
78189xxxx8 |
a.j*********@e**********.com |
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85307 |
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Larson Financial |
20 Park Plaza #400, Boston, MA 02116 |
|
86656xxxx0 |
adr**********@l**************.com |
5 |
1 |
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4429 |
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Rampart Investment Mgmt Co |
1 International Pl Ste 1400, Boston, MA 02110 |
|
61796xxxx0 |
dan**************@w*******************.com |
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Life Initiative |
420 Boylston St, Boston, MA 02116 |
|
61753xxxx0 |
bbr*****@m**********.com |
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Edward Jones |
419 Boylston St Ste 702, Boston, MA 02116 |
|
61726xxxx2 |
a.j*********@e**********.com |
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5 |
1 |
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Santander Bank |
350 Longwood Ave, Boston, MA 02115 |
|
87776xxxx5 |
a.a******@s************.com |
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Ameriprise Financial Advisors - Miller, Allen & Associates |
60 Walnut St Ste 101 Wellesley, MA 02481 |
|
78143xxxx2 |
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Wayne Davis - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx9 |
ben*******************@u**.com |
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Jonathan Danforth - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
|
97853xxxx1 |
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The Ketchen Group - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61743xxxx1 |
abc*******@u**.com |
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Ameriprise Financial Advisors |
271 Waverly Oaks Rd Ste 404 Waltham, MA 02452 |
|
78157xxxx4 |
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Merrill Lynch Financial Advisor Thomas J Cronin |
440 Boylston St, Boston, MA 02116 |
|
61769xxxx5 |
ale*********@m*.com |
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Covestor, Inc |
175 Federal St Ste 825, Boston, MA 02110 |
|
31254xxxx1 |
ash***@i******************.com |
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Ballentine Partners |
230 3rd Ave Ste 5 Waltham, MA 02451 |
|
78131xxxx0 |
aca********@b*****************.com |
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6 |
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Citizens Bank |
212 Elm St Somerville, MA 02145 |
|
61762xxxx8 |
aar*********@c***********.com |
2.9 |
20 |
2.1 |
19 |
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Santander Bank |
346 Congress St, Boston, MA 02210 |
|
61734xxxx4 |
ale*********@s*******************.com |
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Cohen Investment Advisors |
75 State St Ste 100, Boston, MA 02109 |
|
60323xxxx0 |
avi@i**************.com |
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5 |
10 |
66 |
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99 |
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Cornerstone Wealth Management |
262 Beacon St Boston, MA 02116 |
|
61753xxxx0 |
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Brian Gerhardson - Private Wealth Advisor, Ameriprise Financial Services |
546 Tremont St, Boston, MA 02116 |
|
61742xxxx6 |
bri***************@a***.com |
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189 |
8 |
190 |
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Edward Jones - Financial Advisor: Jeff Corrigan |
48 Trapelo Rd Belmont, MA 02478 |
|
61748xxxx9 |
a.j*********@e**********.com |
|
5 |
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Private Wealth Management - Boston, MA - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx0 |
ade********@u**.com |
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Daniel Wilson - Ameriprise Financial Advisor |
275 Grove St Ste 1w-305 Auburndale, MA 02466 |
|
61750xxxx7 |
ale************@a***.com |
|
38 |
5 |
1 |
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2218 |
135 |
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Rob Curran - Financial Advisor, Ameriprise Financial Services, LLC |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx0 |
dns*****@a***.com |
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Edward Jones - Financial Advisor: Jason A Jani |
419 Boylston St Ste 702 Boston, MA 02116 |
|
61726xxxx2 |
a.j*********@e**********.com |
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Edward Jones - Financial Advisor: Robert A Sacchetti |
1110 Great Plain Ave Needham, MA 02492 |
|
78144xxxx9 |
a.j*********@e**********.com |
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Robert S. Berman |
200 Clarendon St, Boston, MA 02116 |
|
78123xxxx3 |
eha*******@b****************.com |
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Koch Cook Cairone - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
|
61724xxxx2 |
abc*******@u**.com |
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SCS Financial |
888 Boylston St, Boston, MA 02199 |
|
61720xxxx0 |
abu****@s***********.com |
5 |
2 |
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Professional Planners Inc |
20 Park Plaza #478, Boston, MA 02116 |
|
61794xxxx6 |
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Colonygroupincthe |
199 State St, Boston, MA 02109 |
|
61772xxxx0 |
aay***@t*************.com |
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LPL Financial |
75 State Street, 22nd Floor, Boston, MA 02109 |
|
80087xxxx0 |
aar*********@l**.com |
1.5 |
8 |
|
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|
19873 |
200 |
|
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Financial Sciences Inc |
21 Milk St, Boston, MA 02109 |
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61733xxxx0 |
Buy*****@D***********.com |
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Economic Innovation International Inc |
5 Sentry Hill Pl, Boston, MA 02114 |
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61752xxxx0 |
bel***@e******************.com |
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Schooner Capital |
745 Atlantic Ave, Boston, MA 02111 |
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61796xxxx0 |
aci********@s**************.com |
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William Farrell - Ameriprise Financial Advisor |
100 Grandview Rd Ste 322 Braintree, MA 02184 |
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78135xxxx6 |
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Robert Taylor - RBC Wealth Management Financial Advisor |
53 State St Suite 3600, Boston, MA 02109 |
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61772xxxx6 |
rbc*********@r**.com |
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14811 |
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16000 |
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TD Ameritrade |
185 Franklin St Ste 104 Boston, MA 02110 |
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80066xxxx0 |
aam***********@t***********.com |
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McLaughlin Wealth Management Partners - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
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61743xxxx1 |
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New England Research & Mgmt |
185 Devonshire St, Boston, MA 02110 |
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61748xxxx0 |
cab**@n******.com |
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Tyler Ash - TD Wealth Relationship Manager |
1333 Boylston St, Boston, MA 02215 |
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61731xxxx5 |
ale***@t*.com |
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844491 |
7550 |
850000 |
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Santander Bank |
43 Kneeland St, Boston, MA 02111 |
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61742xxxx3 |
bro****@s************.com |
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123796 |
1105 |
124000 |
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GRT Capital Partners |
4 Liberty Sq, Boston, MA 02109 |
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61722xxxx0 |
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Modera Wealth Management - Financial Advisors & Financial Planners - Boston, MA |
535 Boylston St #300, Boston, MA 02116 |
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61724xxxx8 |
aar********@m***********.com |
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90 |
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112 |
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Matthew Antonellis - Private Wealth Advisor, Ameriprise Financial Services |
10 City Sq Ste 4TH, Charlestown, MA 02129 |
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61758xxxx1 |
dns*****@a***.com |
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Santander Bank |
552 Commonwealth Ave, Boston, MA 02215 |
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61723xxxx6 |
sco*********@s*******************.com |
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Kevin Thurston - UBS Financial Services Inc. |
1 Post Office Sq 35th Fl, Boston, MA 02109 |
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61724xxxx8 |
abc*******@u**.com |
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Edward Jones - Financial Advisor: Jonathan Schonberg |
419 Boylston St Ste 702 Boston, MA 02116 |
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61726xxxx2 |
a.j*********@e**********.com |
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Choate Investment Advisors |
2 International Pl # 34, Boston, MA 02110 |
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61797xxxx0 |
aan**************@c*****.com |
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42 N Structered Finance Inc |
30 Federal St, Boston, MA 02110 |
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61793xxxx0 |
abd******@p*************.io |
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Dietrich Sussman Group - UBS Financial Services Inc. |
One Post Office Square 32nd And 33rd Floors, Boston, MA 02109 |
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61743xxxx4 |
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Alex Pardy - UBS Financial Services Inc. |
200 Clarendon St 24th Fl, Boston, MA 02116 |
|
61724xxxx4 |
ben*******************@u**.com |
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Christopher J Logue - Branch Manager, Ameriprise Financial Services |
60 State St Ste 2100, Boston, MA 02109 |
|
61791xxxx0 |
chr**************@a***.com |
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Ameriprise Financial Advisors |
24 Muzzey St Lexington, MA 02421 |
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78173xxxx7 |
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Santander Bank |
31 Saint James Ave, Boston, MA 02116 |
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61742xxxx9 |
ale*********@s*******************.com |
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Tyler Ash - TD Wealth Relationship Manager |
535 Boylston St Floor 1, Boston, MA 02116 |
|
61731xxxx5 |
abc***@t*.com |
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849563 |
5223 |
853160 |
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Compass Planning Associates |
3 Center Plz, Boston, MA 02108 |
|
61752xxxx6 |
aus***@c**************.com |
4.97 |
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Santander Bank |
860 River St, Boston, MA 02136 |
|
61736xxxx1 |
aar**@s************.com |
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Freedom Trail Financial LLC |
75 Arlington St 5th Fl. Suite 5012, Boston, MA 02116 |
|
61724xxxx2 |
bdr*******@f********************.com |
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325 |
5 |
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Norfleet Advisory |
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inf*@i****************.com |
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