Business List: Wealth Management in Boston, MA, USA

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Eb5ma New Bedford 1 75 Central St Ste 4, Boston, MA 02109
61764xxxx0 bob***@e****.com
Melfa Wealth Management 77 Franklin St Boston, MA 02110 61729xxxx0
State Street Massachusetts Securities 225 Franklin St, Boston, MA 02110 61766xxxx3
Harbourvest Partners 1 Financial Ctr # 4401, Boston, MA 02111
61734xxxx7 aad****@h**********.com 5 4
Scott Grenert 160 Federal St, Boston, MA 02110
61740xxxx3 aos*****@f************.com 5 2
Terence Condren 160 Federal St, Boston, MA 02110
61747xxxx0 aos*****@f************.com
Knight Securities 260 Franklin St, Boston, MA 02110
61791xxxx0 gwu********@w*******************.com
Edward Jones - Financial Advisor: Karen Laplante 502 Main St Melrose, MA 02176
78166xxxx5 a.j*********@e**********.com
Barings 470 Atlantic Ave, Boston, MA 02210
61776xxxx0 aai**@b******.com
Carlin Wealth Management Group - Ameriprise Financial Services 60 State St Ste 2100 Boston, MA 02109
61758xxxx6 dns*****@a***.com
Wealthy Without Wall Street 1A Thayer Ave Braintree, MA 02184
85588xxxx4
MetLife 1 Financial Ctr, Boston, MA 02111
61757xxxx0 a@m******.com 5 4 696137 4074
Dens Partners, Inc 22 Mcgrath Hwy, Somerville, MA 02143
78156xxxx3 alb*********@d***********.com 4.4 105
Corning Capital Corp 121 High St, Boston, MA 02110
61742xxxx8 bro****@c**************.com
Ameriprise Financial Advisors 11 James St Watertown, MA 02472 61748xxxx8
Front Row Partners 200 Clarendon St # 35, Boston, MA 02116 61731xxxx2
Ameriprise Financial Advisors 220 Forbes Rd Ste 300 Braintree, MA 02184 78135xxxx3
Point Judith Capital 4 Liberty Sq Ste 600, Boston, MA 02109
61760xxxx0 ana**@p**.vc
Great Point Wealth Advisors, LLC One International Pl 45th Floor, Boston, MA 02110
61758xxxx0 bra*@g***************.com 5 1
John Hancock Capital Corp Po Box 111, Boston, MA 02117
61757xxxx0 abi***********@j*******.com 49547
Charles Schwab 127 Congress St Fl 01 Boston, MA 02110
61721xxxx0 jan*****@s*****.com 3.8 8 5 2
Wise Stewardship Financial Planning 348 Cambridge Rd Ste 107 Woburn, MA 01801
85720xxxx7 dan***@w****************.com 5 27 264
John Toomey-Morgan Stanley 28 State St, Boston, MA 02109 61794xxxx1
Connolly, Paul Timothy 1 Post Office Sq, Boston, MA 02109
61743xxxx0 790*************************************@w*****************.com
Mayflower Advisors 265 Franklin St Fl 4 Boston, MA 02110
61725xxxx7 ali*********@m****************.com 5 2
Montgomery Securities 2 International Pl, Boston, MA 02110 61785xxxx0
Barclays Capital 125 High St Ste 16, Boston, MA 02110
61733xxxx0 hos*******@n*******.net 1.4 18
Watermill Group 321 Newbury St, Boston, MA 02115
78189xxxx0 ask********@w********.com
The Patriots Hill Wealth Management Group-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx1 acm***********@m************.com
The Heritage Group-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx4 acm***********@m************.com
Denise Simpson-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx5 acm***********@m************.com
Shannon McAllister - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx2 ben*******************@u**.com
Morgenthaler Ventures 500 Boylston St, Boston, MA 02116 61793xxxx0
Feenan Financial Group 234 Copeland St Ste 220 Quincy, MA 02169 61777xxxx0 4.3 3 5 1
John Hancock Financial Services 601 Congress St Boston, MA 02210
80039xxxx3 dns******@m*******.com 1 109 49383
Mark W. Alibrandi 160 Federal St, Boston, MA 02110
61747xxxx4 aos*****@f************.com
PCP Managers, L.P. 1 Federal St, Boston, MA 02110 41591xxxx0
Dubin Clark and Co, Inc. 323 Newbury St, Boston, MA 02115
20362xxxx0 abr****@d*********.com
The Princi Group Wealth Management-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx9 acm***********@m************.com
TA Associates Inc 121 High St, Boston, MA 02110
61747xxxx0 aab********@t*.com
Justin R Fuery-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx7 int**********@m************.com
Morgan Stanley Financial Advisors 28 State St 34th Floor, Boston, MA 02109
61757xxxx0 acm***********@m************.com 4 4
Valor Wealth Partners 100 Cambridge St 14th floor, Boston, MA 02114
61764xxxx0 ed@v******************.com 5.03 123
Reynders Mc Veigh Capital Management 121 High St, Boston, MA 02110
61722xxxx9 ab@r**************.com 4.3 3
Welch & Forbes LLC 45 School St, Boston, MA 02108
61752xxxx5 asi********@w**********.com 5 1
Scribner, John 1 Post Office Sq, Boston, MA 02109
61743xxxx0 alb************@u**.com
Edward Jones - Financial Advisor: Brian J Yurovich 442 Marrett Rd Ste 2 Lexington, MA 02421
78186xxxx9 a.j*********@e**********.com 5 2 173
Breakaway Ventures 22 Boston Wharf Rd, Boston, MA 02210
61739xxxx5 aar*****@b********.com
Kevin MacIntyre 160 Federal St, Boston, MA 02110
61740xxxx1 acl*******@f************.com
Arlex Wealth Management 52 Waltham St Ste B-2 Lexington, MA 02421
78165xxxx3 pau*@a*************.com
Julie Rousseau 160 Federal St, Boston, MA 02110
61753xxxx3 acl*******@f************.com
RTR Tax Service 657 Adams St Quincy, MA 02169
61777xxxx0 1 5
Shima Capital 53 State St Ste 500, Boston, MA 02109
91771xxxx4
McAdam Financial 101 Federal St #1900, Boston, MA 02110
85726xxxx9 aar**@m*******.com 5 86 254
Baird 1 Beacon St Fl 25, Boston, MA 02108
61774xxxx0 3d@**w.rwbaird
Northeast Financial Planning Corporation 850 Boylston St Chestnut Hill, MA 02467 61773xxxx0
Psg 401 Park Dr, Boston, MA 02215
61754xxxx0 and********@p********.com
Accomplice 56 Wareham St Ste 3, Boston, MA 02118
61758xxxx0 ala*@a*********.co
Apollo Wealth Management 678 Massachusetts Ave, Boston, MA 02118
61071xxxx1 hen********@a***********.com
M/C Partners 75 State St Ste 2501, Boston, MA 02109
61734xxxx0 and***********@m*********.com
Birch Hill Investment Advisors One International Pl, Boston, MA 02110
61750xxxx0 ade********@b****************.com 5.01
Ryan Gallagher - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com 126 3 123
David J Chapin Jr-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx6 acm***********@m************.com
Mark Kelley - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
50881xxxx9 dan************@a***.com
Advisor Investments 500 Rutherford Ave, Charlestown, MA 02129 61745xxxx8
LEVATUS 115 Newbury St Boston, MA 02116
61750xxxx0 dxx*******@l************.com 5 3
The Savings Bank 907 Main St Wakefield, MA 01880
80024xxxx9 cma****@**w.tsbdirect 1180
Mark R. Grande 160 Federal St 8th Fl, Boston, MA 02110
61747xxxx7 aos*****@f************.com
Rick Bellew - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx6 rbc*********@r**.com 14811 16000
The HBH Group-Morgan Stanley 28 State St Fl 26, Boston, MA 02109
61757xxxx2 acm***********@m************.com
Innovative Financial Group North Quincy, MA 02171
90822xxxx4 aan***@a*****.com 633 41
Saltonstall & Co 50 Congress St, Boston, MA 02109
61722xxxx0 art*******@s**********.org 1698 287
Piper Sandler 100 Federal St, Boston, MA 02110
80033xxxx0 916 99
Zero Stage Capital Co 101 Main St, Cambridge, MA 02142
61787xxxx5 dav***********@n***.com 4.3 10
Mark Investment Inc 896 Beacon St, Boston, MA 02215
61726xxxx0 afr******@t*************.com 514
Commonwealth Financial Group 101 Federal St #800, Boston, MA 02110
61743xxxx9 aar**********@f*************.com 5 2
Numbers in Boxes 649 Massachusetts Ave Ste 6 Cambridge, MA 02139
61764xxxx0 inf*@n*************.com 5 2
New Profit Inc 99 Bedford St, Boston, MA 02111
61791xxxx0 aar************@n********.org 4320 32
James Barr 160 Federal St, Boston, MA 02110
61747xxxx6 acl*******@f************.com
EFidelity Investments 255 State St Boston, MA 02109 30161xxxx0 x22***@j*********************.business
Lrvhealth 1 Boston Pl, Boston, MA 02108
61732xxxx0 doe*****@l********.com
Gmo 40 Rowes Wharf Ste 600, Boston, MA 02110
61733xxxx0 abc@g**.com 4.5 2
Radius Wealth Management 1 Batterymarch Park Ste 310 Quincy, MA 02169
61776xxxx0 adm**@r***********.com 25 3
Michael McGowan-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx3 acm***********@m************.com
Sandy Leith - RBC Wealth Management Financial Advisor 53 State St Ste 3600, Boston, MA 02109
61772xxxx8 rbc*********@r**.com
Banc Boston Capital/Ventures 225 Franklin St, Boston, MA 02110 61721xxxx8
South Shore Wealth Management 500 Victory Rd Ste 400 Qunicy, MA 02171
61724xxxx4 ram**********@s*****************.com 7
Centerpoint Advisors 175 Highland Ave Ste 302 Needham, MA 02494
78140xxxx8 ant****@c******************.net 5 1
Abry Asf Investors II, LP 111 Huntington Ave, Boston, MA 02199
61785xxxx9 abj***@a***.com
Merrill Lynch Wealth Management 440 Boylston St, Boston, MA 02116
61769xxxx6 ale*********@m*.com 1 1
Lineage Capital 399 Boylston St Ste 450, Boston, MA 02116
61777xxxx0 bi**@l*********.com
Grow Associates 10 Derne St, Boston, MA 02114
61772xxxx0 dun*************@g****.com
Single Point Partners 277 Dartmouth St, Boston, MA 02116
61760xxxx0 abr****************@s****.com 5 12 21 4 26
Spring Lane Capital 175 Portland St, Boston, MA 02114
61739xxxx9 ann@s****************.com
Box Exchange 101 Arch St, Boston, MA 02110
61723xxxx2 abc@b************.com
Northeast Investment Management, Inc. 100 High St STE 1000, Boston, MA 02110
88840xxxx7 bwa**@n**************.com
Frontier Capital 99 Summer St Suite # M100, Boston, MA 02110
61742xxxx1 abe*****@f**********.com
Skyeburst Wealth Management - Ameriprise Financial Services 275 Grove St Ste 1W-305 Auburndale, MA 02466
61750xxxx7 ale************@a***.com 2233 149 2200
Santander 403 Highland Ave Somerville, MA 02144
61762xxxx5 kei********@s*******************.com 2.6 10 124130 920 124991
MetLife 47 Meridian St, East Boston, MA 02128
61756xxxx3 a@m******.com 2.2 791 694934 4075
Boston Capital Wealth Management of Raymond James 225 Franklin Street, Boston, MA 2110
88879xxxx8 aar************@r***********.com
Rockerfeller & Co Inc 111 Huntington Ave, Boston, MA 02199
61737xxxx0 aab******@r*****.com
RBC Wealth Management Branch - Boston 53 State St Suite 3600, Boston, MA 02109
61772xxxx0 wms**********@r**.com 3 2 14777 16000
Keystone Custodian Funds 99 High St, Boston, MA 02110 61733xxxx5 3.8 5
Scotia Capital Inc 75 State St, Boston, MA 02109
61733xxxx0 abc***@s*********.com
Erik Kotsopoulos - Financial Advisor, Ameriprise Financial Services 546 Tremont St, Boston, MA 02116
61742xxxx6 bri***************@a***.com
Paul Fragala - Ameriprise Financial Advisor 200 Unicorn Park Dr Woburn, MA 01801
78193xxxx1 dns*****@a***.com
Faneuil Hall Financial Planning 8 Faneuil Hall Market Pl Boston, MA 02109
61797xxxx5 4.5 9048
Pia Investment Management Group 992 Hillcrest Ave, Cambridge, MA 02141 78182xxxx8
Tcam 186 Lincoln St Fl 9, Boston, MA 02111
61754xxxx0 ach******@t*****.com
Putnam Capital Growth & Income 100 Federal St, Boston, MA 02110
61729xxxx0 a.h****@p*****.com 3.9 8
Rodriguez-Villalobos, Jose J 1 Post Office Sq, Boston, MA 02109
61743xxxx1 abc***@u**.com
Lincoln Peak Capital Management, LLC 75 Park Plz, Boston, MA 02116
61747xxxx0 chr********@l*****************.com
Abry Mezzanine Investors 111 Huntington Ave Fl 30, Boston, MA 02199
61785xxxx9 ama*****@a***.com
SV Life Sciences Advisers LLP 201 Washington St, Boston, MA 02108
61736xxxx0 bre******@s****.com
Kotler Harold G 222 Berkeley St Fl 15, Boston, MA 02116 61737xxxx0
Delta Partners 265 Franklin St Ste 903, Boston, MA 02110
61752xxxx0 bjo****@d*******.com
Zevin Asset Management 11 Beacon St Ste 1125, Boston, MA 02108
61774xxxx6 bri**@z****.com
Argyle Investments 745 Boylston St Ste 405, Boston, MA 02116 61772xxxx9
Edward Jones - Financial Advisor: Jack McCarthy 77 N Washington St Suite 100, Boston, MA 02114
61722xxxx6 a.j*********@e**********.com 5 1 83537 92132
Solari Financial Planning, LLC 10 Post Office Square 8th floor, Boston, MA 02109
60347xxxx8 eli******@s**************.com 5 4
Byrne Wealth Management Group-Morgan Stanley 28 State St, Boston, MA 02109
61774xxxx8 acm***********@m************.com
State Street Global Advisors 100 Summer St, Boston, MA 02110 61778xxxx0
In Good Company 1653 Beacon St Brookline, MA 02445
61769xxxx7 dom********@m*********.com 24
Oechsle International Advisors 33 Arch St Ste 3201, Boston, MA 02110
61733xxxx0 aad****@a******************.com
Peter C Knowlton-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx3 acm***********@m************.com
KLR 800 S St Ste 300 Waltham, MA 02453
78154xxxx0 abl***@k*********.com 636 697
Atwater Wealth Management: Caroline A. Gaffney, CFP , CFA 176 Federal St, Boston, MA 02110
61772xxxx9 cga*****@a************.com 5 1
Evergreen Retirement Planning 399 Boylston St Fl 6 Boston, MA 02116
97849xxxx8 nic*@e**********************.com 5 1
Fernwood Advisors Inc 88 Broad St, Boston, MA 02110
61742xxxx8 jdo*@p*****.com
Richard Dotolo-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx1 acm***********@m************.com
Greg Kelley - RBC Wealth Management Financial Advisor 75 State St Ste 1700, Boston, MA 02109
61772xxxx9 rbc*********@r**.com
Newbury Piret Co 1 Boston Pl, Boston, MA 02108 61736xxxx0
Gurnet Point Capital 55 Cambridge Pkwy Ste 401, Cambridge, MA 02142
61758xxxx0 adi******@g*****************.com
Tyler Calder - M&T Bank 280 Congress St Ste 1300, Boston, MA 02210
61745xxxx4 aam****@m**.com 92715 1928
Matt Walker-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx4 acm***********@m************.com
Kunevich & Lau Insurance Agency 241 Washington St Brookline, MA 02445
61773xxxx5 u00*********@a*******.com 3.4 25
Bolvin Wealth Management Group 31 Milk St Boston, MA 02109 61734xxxx4
MetLife 147 Meridian St Apt 1, East Boston, MA 02128
61756xxxx0 a@m******.com 2.2 791 694934 4075
J.P. Morgan Private Bank 50 Rowes Wharf Fl 3 Boston, MA 02110
61731xxxx0 abc***@j*******.com 4 4 1 1 90236 115000
Fresh Pond Capital 121 High St, Boston, MA 02129
61722xxxx9 ab@r**************.com 32396 39000
Jeffrey Atwood 160 Federal St, Boston, MA 02110
61753xxxx2 aos*****@f************.com
Jonathan P Hyett-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx7 acm***********@m************.com
Congress Wealth Management 155 Seaport Blvd, Boston, MA 02210
61742xxxx0 afr******@c*************.com 3.7 3
Brown Brothers Harriman & Co 1 International Pl, Boston, MA 02110 85735xxxx0
Nomura Securities International Inc 1 International Pl, Boston, MA 02110
61748xxxx0 a.-********************@n*****.com
UBS Private Wealth Management 200 Clarendon St, Boston, MA 02116
61724xxxx0 aar*******@u**.com 229809
Village Ventures 1 Broadway Ste 16, Cambridge, MA 02142
78148xxxx1 ahu**************@h**.com
Pacific Crest Securities 225 Franklin St Ste 2700, Boston, MA 02110
61784xxxx3 bba******@p************.com
Arthur Karabelas 160 Federal St, Boston, MA 02110
61747xxxx7 aos*****@f************.com
Babson Capital Managment Investment Counsel 1 Memorial Dr, Cambridge, MA 02142
61722xxxx0 dns******@c********.com
Changebridge Capital 180 Canal St, Boston, MA 02114
61771xxxx0
Bainco International Investors 699 Boylston St Boston, MA 02116 61753xxxx3
William J Bellerose Jr-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx8 acm***********@m************.com
Northwestern Mutual 1 Beacon St fl 25, Boston, MA 02108
61774xxxx0 a.-***********@n*****************.com 5.011 106060 16199 106524
Yellow Wood Partners 255 State St Fl 7, Boston, MA 02109
61750xxxx0 ahr****@y*****************.com
Maxwell Douglas Peckler 160 Federal St Fl 7, Boston, MA 02110
61731xxxx2 acl*******@f************.com 153
Cotter, Peter 1 Post Office Sq, Boston, MA 02109
61743xxxx9 abc***@u**.com
Doug J. Murstein, CPA 251 Harvard St Ste 18 Brookline, MA 02446
61750xxxx1 dou*@d***************.com 4.5 8 4.6 30
Massachusetts Technology Dev 40 Broad St Ste 230, Boston, MA 02109
61772xxxx0 adm**********@m************.com
Collingwood Wealth Management 90 Canal St Suite 400, Boston, MA 02114
61784xxxx5 dav************@c****************.com
The Topsail Group-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx2 acm***********@m************.com
Healthworks Med Group Of Massachusetis, PC 245 Summer St, Boston, MA 02210
61769xxxx1 a61****@f*******.com 320242
Jones Street Residential 100 Federal St, Boston, MA 02110
61790xxxx0 doe**@j************.com 1.9 10
LMCG Investments 200 Clarendon St, Boston, MA 02116
61738xxxx0 abi*****@l***.com
Spinnaker Capital 1 Joy St, Boston, MA 02108
61772xxxx0 jan*****@s******.com
Progress Partners, Inc 50 Milk St, Boston, MA 02109
61740xxxx4 aaz**@p***************.com
Citizens Bank 1200 Hancock Street Lbby Quincy, MA 02169 61798xxxx2 2.9 14 3.2 10
Cambridge Trust 1 Federal St Boston, MA 02110
61777xxxx0 abu*******@c*************.com 3
TD Bank 1228-1230 Commonwealth Ave Allston, MA 02134
61723xxxx8 and**********@t*****.com 3.6 32 3.7 11 845218 5644
Crampton, Jeffrey 2 Constitution Plz, Charlestown, MA 02129
61758xxxx1 dns*****@a***.com
Vanguard Capital 213 Newbury St, Boston, MA 02116 61742xxxx3
MFS Limited 111 Huntington Ave, Boston, MA 02199
61795xxxx0 aa@m**.com 3.8 6 4247
Signal Lake Venture Fund 50 Commonwealth Ave Apt 504, Boston, MA 02116
61726xxxx5
Joseph E Anton Inc 100 Huntington Ave, Boston, MA 02116
61743xxxx4
Boston Financial Management 255 State St, Boston, MA 02109
61733xxxx8 abb**@b********.com 5 1 87 46 116
Ameriprise Financial Advisors 197 8th St Ste 750 Charlestown, MA 02129
61724xxxx2 dns*****@a***.com 1 1
Wellington Management Company, LLP 280 Congress St, Boston, MA 02210
61795xxxx0 aaq****@w*********.com 4.2 6
Denham Capital Management LP 185 Dartmouth St, Boston, MA 02116
61753xxxx0 inf*@b************.com
Brendan York 160 Federal St, Boston, MA 02110
61753xxxx5 acl*******@f************.com
Bruner Foundation 130 Prospect St Ste 301, Cambridge, MA 02139
61749xxxx4 aca**@b*********.com 5 8 598 34
Bristol Asset Mgmt 123 Marlborough St, Boston, MA 02116 61726xxxx7
Prudential Brown Brothers 50 Milk St, Boston, MA 02109
61735xxxx0 a.h@b**.com 684 72 758
Edward Jones - Financial Advisor: Tim Mazanec 419 Boylston St Ste 702, Boston, MA 02116
61726xxxx2 and*******@c*************.ca 5 1
Edward Jones - Financial Advisor: Timothy Braceland 130 Rumford Ave, Ste 101 Newton, MA 02466
61752xxxx5 a.j*********@e**********.com 85307
Whitman & Co Inc 15 Court Sq Ste 730, Boston, MA 02108
61736xxxx4 inf*@w********.com 96 108
Gina Costello 160 Federal St, Boston, MA 02110
61747xxxx7 acl*******@f************.com
Zevin Asset Management 2 Oliver St Suite 806, Boston, MA 02109
61774xxxx6 ben@z****.com 5.02
South End Wealth Management - Ameriprise Financial Services, LLC 546 Tremont St, Boston, MA 02116
61742xxxx6 bri***************@a***.com 189 8 190
Darrow Wealth Management 22 Boston Wharf Rd 7th floor, Boston, MA 02210
61733xxxx0 adi@d*********************.com 55
Ernie Joseph - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx0 wms**********@r**.com 14811 16000
Charles River Ventures 855 Boylston St, Boston, MA 02116
78176xxxx0 ad@c**.com 7 1175 239
Arabesque Asset Management Usa, Inc. 1 International Pl Ste 1850, Boston, MA 02110
61726xxxx3 axx@m**************.com 5 1
Bolvin Wealth Management Group Inc 31 Milk St #203, Boston, MA 02109
61734xxxx4 bil************@b***********.com
Scott Price 160 Federal St, Boston, MA 02110
61747xxxx7 aos*****@f************.com
Smith, Steven 1 Post Office Sq, Boston, MA 02109
61743xxxx1 abc***@u**.com
Commonwealth Venture Management 200 Clarendon St, Boston, MA 02116
78189xxxx4 abr****@c*************.com
Beacon Hill Financial Corp 120 Water St Ste 300, Boston, MA 02109
61797xxxx0 inf*@b******************.com
Davis Executive Wealth Management Group at Steward Partners Christian Science Center- Belvidere/ Dalton, Suite 3210, Boston, MA 02110 61737xxxx8
McLane Cover 160 Federal St, Boston, MA 02110
61753xxxx3 aos*****@f************.com
Ameriprise Financial Advisors 220 Forbes Rd Ste 206 Braintree, MA 02184 78184xxxx6
Empirical Asset Management 2223 Washington St Ste 101 Newton, MA 02462
78143xxxx0 ali**@e**********.com
Concordia Capital Associates 100 Oliver St, Boston, MA 02110 61731xxxx0
Oppenheimer & Co Inc 12 Rutland Sq, Boston, MA 02118
61260xxxx9 aad****@f************.com
Revere Securities 160 State St Fl 7 Boston, MA 02109
85745xxxx2 ama********@r***************.com
Renaissance Wealth Advisors 275 Grove St Ste 2-400 Newton, MA 02466
61766xxxx5 inf*@r**********.com
Sloan Alice Vice Consul 1 Memorial Dr # 1500, Cambridge, MA 02142
61724xxxx0
Edward Jones - Financial Advisor: Tyler C Gates 304 Cambridge Rd Ste 220 Woburn, MA 01801
78193xxxx7 a.j*********@e**********.com 12 84241
Beacon Wealth Advisors 1330 Beacon St Ste 355A Brookline, MA 02446
61773xxxx9 inf*@b**************.com 4.4 7
Edward Jones - Financial Advisor: David H Im 754 Massachusetts Ave Arlington, MA 02476
78164xxxx4 a.j*********@e**********.com 127 2
C D Katz 410 Boston Post Rd Ste 28, Fl 2 Sudbury, MA 01776
97844xxxx2 are*@c*****.com 5 12 5 1
H.I.G. Capital 500 Boylston St Ste 1350, Boston, MA 02116
61726xxxx5 aa@h*********.com 80
Avalt 79 Newbury St Ste 3, Boston, MA 02116
61787xxxx0 ale***********@a****.com
Fbr & Co 1 International Pl, Boston, MA 02110
61795xxxx3 abc@f**.com
Cantata Equity Management, LLC 125 High St, Boston, MA 02110 61751xxxx2
Hoch Steven 1 Beacon St # 1902, Boston, MA 02108 61732xxxx0
Scottrade - Online Trading & Stock 155 Federal St Ste 160, Boston, MA 02110
61745xxxx6 dns*****@s*****.com 393352
Hudak, Kelly 10 City Sq, Charlestown, MA 02129
61758xxxx3 dns*****@a***.com 161 164
North Run Capital 1 International Pl Ste 2401, Boston, MA 02110
61731xxxx0 aa@s**.gov
Glory Consulting 35 Beharrell St #1005 Concord, MA 01742 97836xxxx5 x22***@j*********************.business 5 1
Putnam Fiduciary Trust Co 100 Federal St, Boston, MA 02110
61729xxxx0 a.h****@p*****.com 3.7 7
New Heritage Capital 800 Boylston St Ste 1535, Boston, MA 02199
61743xxxx8 adm**@n*****************.com
James Yancey Hunter-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx8 acm***********@m************.com
The Gold Wealth Management Group - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61726xxxx2 ade********@u**.com
Corby Capital Markets Inc 99 Bedford St, Boston, MA 02111 80073xxxx6
Jennifer Polster 160 Federal St, Boston, MA 02110
61747xxxx8 acl*******@f************.com
Mayflower Advisors LLC 265 Franklin St #4, Boston, MA 02110
61725xxxx7 ali*********@m****************.com 5 2
Kenneth J Martin-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx1 acm***********@m************.com
Northwood Investors 230 Congress St, Boston, MA 02110
21257xxxx0 abi****@n*****************.com 54
Edward Jones - Financial Advisor: David A Noetzel 535 Main St Winchester, MA 01890
78172xxxx9 a.j*********@e**********.com 84241
BRIDGE Wealth Management - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx5 dns*****@a***.com 80 81
Mahila Partnership Inc 1 International Pl, Boston, MA 02110
78143xxxx0 ada*@t****************.com
Cohere Capital 800 Boylston Street Prudential Tower, Boston, MA 02199
61724xxxx0 alb****@c************.com
Peak Financial Management 93 Worcester St Ste 101 Wellesley, MA 02481
78148xxxx0 chr**@p*************.com 4.1 9 5 2 123 157
Kiley Michelle 20 Park Plz, Boston, MA 02116 61742xxxx7
Pathstone Federal Street 24 Federal St Fl 8, Boston, MA 02110
61735xxxx9 abb*@p********.com
Hertel & Konish Wealth Management Group of Wells Fargo Advisors Two International Pl, Fl 20 Boston, Boston, MA 02110
86631xxxx4
Joseph W Gemmell-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx8 acm***********@m************.com
Gordon Brothers 800 Boylston St, Boston, MA 02199
61795xxxx0 aal**@g*************.com 3 6
Fiduciary Wealth Partners 225 Franklin St, Boston, MA 02110
61721xxxx0 cha******@f**.partners
Midwood Investment & Devmnt 349 Washington St, Boston, MA 02108
21268xxxx5 abo**@g****************.com
Abingworth 420 Boylston St Ste 501, Boston, MA 02116
78146xxxx0 abe**@a*********.com
Fiduciary Trust Company 53 State St, Boston, MA 02109
61748xxxx0 a.b*****@f**************.com 5 2
Archer Bay Capital 62 Commercial Wharf Boston, MA 02110
61745xxxx9 jsm***@a***************.com 5 3 5 4
Bridge East Management 306 Dartmouth St, Boston, MA 02116 61742xxxx1
Numeric Investors LP 1 Memorial Dr, Cambridge, MA 02142 61757xxxx0
Fidelity Investments 155 Congress St, Boston, MA 02110
80034xxxx0 a61****@f*******.com 3.1 12 317729
Renegade Investments 38 Chauncy St, Boston, MA 02111 85723xxxx3
The Carroll Wealth Management Team-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx0 acm***********@m************.com
WFR Financial Planning & Insurance 653 Main St Melrose, MA 02176
78166xxxx8 wry**@w**********.net
Hancock Agricultural Investment 99 High St, Boston, MA 02110
61757xxxx0 bto*****@m*********.com
Merrill Lynch Private Wealth Advisor Thomas F McConnell 100 Federal St, Boston, MA 02110
61794xxxx1 ale*********@m*.com 5.01
Jeff Bussgang 500 Boylston St, Boston, MA 02116
61730xxxx5 ale******@f********.com
Charles River Ventures 1 Broadway Fl 15, Cambridge, MA 02142
78176xxxx0 abc***@c**.com 1175 239
Old Ironsides Energy 10 Saint James Ave Ste 19, Boston, MA 02116
61736xxxx0 aca***********@o*****************.com
Water Street Associates 117 Water St Boston, MA 02109
61751xxxx1 am@w*************.com 4.3 6 4.5 8
Grantham Mayo Van Otterloo & Co 40 Rowes Wharf Boston, MA 02110 61733xxxx0 1 1
Century Equity Partners 100 Federal St, Boston, MA 02110
61786xxxx0 ccr****@c*******.com
Wyman, Brian, AGT 60 State St, Boston, MA 02109
61745xxxx0 dns*****@a***.com
Weeden & Co Inc 2 International Pl, Boston, MA 02110
61775xxxx5 aar********@c****.com
Schroder Investment Management North America 60 Streetate St, Boston, MA 02109
61736xxxx0 abd*********@s********.com 5973 610 6600
Stellah Tax Financial Consulting Firm Boston, MA 02108
50824xxxx4 inf*@s*********.com 5 1
Ubs 1 Post Office Sq Ste 3600, Boston, MA 02109
61743xxxx0 aar*******@u**.com 229155 242000
Mainsail Advisor Group 480 Adams St Ste 1 Milton, MA 02186
61769xxxx5 cin**@m*******************.com
Maryann Johnson-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx6 acm***********@m************.com
THL-Nortek Investors 100 Federal St, Boston, MA 02110 61722xxxx0 abe*******@t**.com 1.3 11
Gryphon Mgmt Co 101 Federal St Ste 1900, Boston, MA 02110
61761xxxx0 all@g*********.com
Curtin and Associates - Ameriprise Financial Services 20 Park Plz Ste 465, Boston, MA 02116
87752xxxx2 aar*********@a***.com 497
Ameriprise Financial Advisors 865 Providence Hwy Ste 200 Dedham, MA 02026 78125xxxx2
Adam Beard 160 Federal St, Boston, MA 02110
61740xxxx0 acl*******@f************.com
Paceline Wealth Management 50 Milk St Fl 15, Boston, MA 02109
61744xxxx2 jbo***@p*************.com 5 3
Ascent Venture Management 255 State St Ste 5C, Boston, MA 02109
61772xxxx0 bri**@a*******.com
Citadel 28 State St, Boston, MA 02109
61753xxxx0 ada***@c***********.com
Optio Wealth Management Group - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
John Frey 160 Federal St, Boston, MA 02110
61747xxxx1 aos*****@f************.com
Career Investment Strategies 10 Post Office Sq, Boston, MA 02109 61798xxxx5
Windham Capital Management 1 Federal St, Boston, MA 02110
61741xxxx0 ako****@w*************.com
Legacy Wealth Management 126 N Washington St Boston, MA 02114 61751xxxx0
The Boston Company Asset Management BNY Mellon Center, 1 Boston Place, Boston, MA 02108
61772xxxx9 ab@t***************.com 5 2
Black Coral Capital 18 Tremont St Ste 527, Boston, MA 02108
61739xxxx4
Terrence Waldron-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx7 acm***********@m************.com
Savanah Miles-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx1 acm***********@m************.com
TA Associates L P 1 John Hancocrk Way, Boston, MA 02110
61757xxxx0 aal*****@k****.com 2710
Integritas Financial Advisors 346 Commercial St, Boston, MA 02109 97898xxxx4 5 3
Daniel Daglio-Morgan Stanley 28 State St, Boston, MA 02109
61794xxxx2 acm***********@m************.com
David Poulin - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx8 rbc*********@r**.com 14811 16000
Solari Financial Planning 10 Post Office Square Fl 8 Boston, MA 02109
60347xxxx8 joh*@s**************.com 5 4
Sankaty Advisors 200 Clarendon St, Boston, MA 02116
61751xxxx0 adm**@s******.com
The Watchtower Group-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx9 acm***********@m************.com
Fink, Reuben 1 Post Office Sq, Boston, MA 02109
61743xxxx5 abc***@u**.com
First Republic Bank 284 Washington St Wellesley, MA 02481
78123xxxx1 aac**********@f************.com 3.3 10 2.9 7 89770 260
Ameriprise Financial Advisors 100 Grandview Rd Braintree, MA 02184 78135xxxx6
Modera Financial Advisors & Financial Planners 535 Boylston St #300, Boston, MA 02116
61724xxxx8 aar********@m***********.com
SectorID 286 Windsor St Unit 2, Cambridge, MA 02139 61771xxxx7
Allied Minds Ltd 374 Congress St, Boston, MA 02210
61741xxxx0 all****@a**********.com
Boston Family Advisors 118 Newbury St, Boston, MA 02116
61796xxxx4 cha****@b*******************.com
HLM Venture Partners 222 Berkeley St # 2150, Boston, MA 02116
61726xxxx0 ahe**********@h****.com
Barry Murphy & Co 77 Summer St, Boston, MA 02110
61742xxxx6 and************@s*********.com 350
Jackman Professional Accounting 11 Fairmount Ave Ste 106 Boston, MA 02136
61791xxxx8 avi*********@j*****************.com 4.7 12 2.3 3
Bernstein Private Wealth Management 53 State St, Boston, MA 02109
61778xxxx0 aak********@b********.com 6900 240 7029
Aureus Asset Management 1 Winthrop Square, Boston, MA 02110 61772xxxx0 3.73
Elm Tree Capital 18 Shipyard Dr Ste 2A Hingham, MA 02043
78123xxxx2 eri*@e*************.com
Jake Mutrie-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx4 acm***********@m************.com 7
Archipelago Ventures 745 Boylston St, Boston, MA 02116 85799xxxx5
Robyn Redfield-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx5 acm***********@m************.com
True North Wealth Management - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
61743xxxx1 5.01
Choate Investment Advisors 2 International Pl, Boston, MA 02110
61797xxxx0 aan******@c*****.com 3.113
Pathlight Capital 100 Federal St, Boston, MA 02110
61783xxxx5 afa*********@p***************.com
Domenic Marinelli-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx3 acm***********@m************.com
Chestnut Hill Wealth Management Group 75 Arlington Street 10th Floor, Boston, MA 02116
61784xxxx1 dav*********@c****.com 1 1
Trillium Asset Management 60 South St Ste 1100 Two Financial Center Boston, MA 02111
61742xxxx5 ajo*******@t*************.com 5 2
Impact Private Wealth Group 53 State St Suite 3600, Boston, MA 02109
61772xxxx2 rbc*********@r**.com 3.02
Churchill Management Group - Boston 101 Federal St #1900, Boston, MA 02110
91790xxxx1 ach*@c******************.com 221
Kurt Volk-Morgan Stanley 28 State St, Boston, MA 02109
61774xxxx2 acm***********@m************.com
Lechner Altieri McMahon-Morgan Stanley 28 State St, Boston, MA 02109
61775xxxx8 acm***********@m************.com
Alesandra Miller-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx6 acm***********@m************.com
Crescent Capital Group LP 1 Post Office Sq Ste 3616, Boston, MA 02109
61785xxxx0 hel*@h****.com 8169
GW&K Investment Management 222 Berkeley St, Boston, MA 02116
61723xxxx0 ade****@g********.com 261
Solamere Capital 137 Newbury St Fl 7, Boston, MA 02116
85736xxxx5 agi******@s**************.com
Evercore 100 Oliver St, Boston, MA 02110 61742xxxx7
Sentry Hill Financial Advisors 1 Beacon St Ste 25B, Boston, MA 02108
61753xxxx4 acc******@n*.com
Advent International Corporation 800 Boylston St, Boston, MA 02199
61795xxxx0 aad****@a******************.com 12
J & R Devmnt & Invstmnt Group 21 Worcester Sq, Boston, MA 02118 61763xxxx3
Brooke Private Equity Advisors 114 State St, Boston, MA 02109
61722xxxx0 cau****@b********.com
Pyramis Global Advisors Holdin 82 Devonshire St, Boston, MA 02109 61756xxxx0
The Spooner Group-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx4 acm***********@m************.com
Fisher Lynch Capital 200 Clarendon St Ste 2503, Boston, MA 02116
61740xxxx0 aga***@f**********.com
Ria Relationship Manager 1 Financial Ctr, Boston, MA 02111
80034xxxx9 aag*****@l***********.com 5 4
Paceline Wealth Management 50 Milk Street, 16th Floor, Boston, MA 02110
61744xxxx2 jbo***@p*************.com 5 3
Bank of America Financial Center 65 Franklin St Boston, MA 02110
61745xxxx6 ada*************@b***.com 3.4 10 4 2 882101
Monitor Clipper Partners Inc 116 Huntington Ave # 9, Boston, MA 02116
61763xxxx0 ado*******@m*************.com
Sandra Gilpatrick 101 Federal St Fl 19 Boston, MA 02110
61731xxxx5 san**************@l**.com 5 7
Outcome Capital 99 High St, Boston, MA 02110
61743xxxx8 afr******@o*************.com
Beynon, Charles, AGT 124 Main St, Charlestown, MA 02129 61724xxxx6
Social Venture Partners Boston 160 Federal St, Boston, MA 02110
61731xxxx2 aac**************@s********.org
Bridget Gates-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx2 erp******@m**************.com
Wealth Management 201 Washington St, Boston, MA 02108
61753xxxx0 jen***********@b********.com
Abbot Downing 200 Berkeley St, Boston, MA 02116
88864xxxx7 adf**********************@a***********.com
Bender Hatch Insurance Agency 87 Wendell St Ste 4 Boston, MA 02110
61736xxxx0 789*************************************@w*****************.com 5 81 4.6 59 1763 1700
Draper Fisher Jurvetson 1 Broadway Fl 14, Cambridge, MA 02142 61775xxxx6
Lisa Fitzgerald Lewis-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx9 acm***********@m************.com
Ra Capital Management 200 Berkeley St Ste 18, Boston, MA 02116
61777xxxx0 dle***@c***************.com 3
Merrill Lynch Financial Advisor Mary B Mullin 100 Federal St 17th Floor, Boston, MA 02110
61794xxxx8 ale*********@m*.com 5 1
Housatonic Partners 800 Boylston St Ste 2220, Boston, MA 02199
61739xxxx0 ala*******@h*****************.com
Bioventures Investors 245 1st St, Cambridge, MA 02142
61725xxxx3 aro******@b*******************.com
Standish Asset Management Co 1 Boston Pl # 29, Boston, MA 02108 61724xxxx0 5.02
Hancok Natural Resource Group 197 Clarendon St, Boston, MA 02116 61742xxxx3 24
The Catalyst Group-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx1 acm***********@m************.com
Edwin Restrepo - Mortgage Loan Officer 1 Union St, Boston, MA 02108
41346xxxx4 abc***@t*.com 850325 5394 854042
Zachary Banas - Commonwealth Financial Group 101 Federal St Ste 800 Boston, MA 02110
41363xxxx2 mic**@m********.com
Kate Kent-Sheehan 160 Federal St, Boston, MA 02110
61747xxxx9 acl*******@f************.com
Prudential Financial 800 Boylston St, Boston, MA 02199
61758xxxx0 a.w*****@p*********.com 559835
Atlas Venture 400 Technology Sq, Cambridge, MA 02139
85720xxxx0 a@a***********.com
Gerard F Lorden-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx2 acm***********@m************.com
The Andre Pazdan Group-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx0 acm***********@m************.com
The Parquette Wealth Management Group-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx8 acm***********@m************.com
Alibrandi Wealth Management - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx7 ben*******************@u**.com
Collins Group 60 State St, Boston, MA 02109
61755xxxx0 abd***********@c**.com
Four Ponds Financial Planning 10 Post Office Square Fl 8 Boston, MA 02109
50840xxxx5 dav**@f*****************.com
Silvercrest Asset Management 30 Rowes Wharf # 410, Boston, MA 02110
61729xxxx0 aba*****@s***************.com
Claro Advisors 100 High St Suite 950, Boston, MA 02110
80060xxxx8 aca*****@c************.com 5 20 93 1 95
J & R Development & Investment Group 21 Worcester Sq, Boston, MA 02118 61763xxxx0
Welch & Forbes 45 School St Fl 5, Boston, MA 02108
61752xxxx5 aqi*@w**********.com
Indocam International Invest 50 Congress St, Boston, MA 02109 61752xxxx1
Goldman Sachs & Co 125 High St #1700, Boston, MA 02110
61720xxxx0 aar***********@g***********.com 3 6 264198 306000
Pacific Crest Securities 146 Oliver St, Boston, MA 02110
61727xxxx0 abr*****@p************.com
Mission Park Capital Cambridge, MA 02138
41359xxxx1 doe*****@m*****************.com 5 6 5 4
Aaron Terjanian-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx7
Janet Sweeney 160 Federal St, Boston, MA 02110
61747xxxx4 aos*****@f************.com
Charles Schwab 121 Congress St, Boston, MA 02110
61753xxxx0 aar********@s*****.com
Pioneer Balanced Fund 60 State St Fl 20, Boston, MA 02109
61742xxxx7 joh*@p***********.com
Battery Ventures 1 Marina Park Dr Ste 1150, Boston, MA 02210
61794xxxx0 aau*****@b******.com 4.8 4
Stanford Group Company 24 Federal St, Boston, MA 02110 61759xxxx0
GW&K Investment Management 222 Berkeley St #15, Boston, MA 02116
61723xxxx0 ade****@g********.com 5 1
David Charton-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx7 acm***********@m************.com
Bojetax 288 Cummins Hwy Ste B Roslindale, MA 02131
61746xxxx4 5 1
Flare Capital Partners 200 Newbury St, Boston, MA 02116
61760xxxx0 abb*@f***********.com 3 110 20
Jones & Associates Inc 265 Franklin St, Boston, MA 02110
61754xxxx0 22b*************************************@w*****************.com 750 54 810
Brian Sullivan-Morgan Stanley 28 State St, Boston, MA 02109 61774xxxx0
Spdr 1 Lincoln St, Boston, MA 02111
86678xxxx7 whs@s**********.com
Ten Mountain Capital 38 Newbury St Ste 602, Boston, MA 02116 61726xxxx9
Ubs Securities 146 Oliver St, Boston, MA 02110
61774xxxx0 aar*******@u**.com 229906
Children's Investment Fund 18 Fremont St, Boston, MA 02126
61772xxxx4 bbr*****@c****.org
The Swett Wealth Management Group - UBS Financial Services Inc. One Post Office Square, 32nd and 33rd floors, Boston, MA 02109
61743xxxx4 ben*******************@u**.com
Paul Kirby-Morgan Stanley 28 State St, Boston, MA 02109
61794xxxx4 acm***********@m************.com
MFS Institutional Advisors Inc 111 Huntington Ave, Boston, MA 02199
61795xxxx2 aa@m**.com 3.8 6 4274 4700
Abacus Financial Advisors 339 Massachusetts Ave Arlington, MA 02474 78164xxxx8
Derby and Company 7 Wells Ave Newton, MA 02459
61752xxxx0 bur****@d******.com 5 3
Silvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital 867 Boylston St 5th Floor #1518, Boston, MA 02116
78138xxxx9 doe****@m************.com 5 7
Robert H Ripp-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx4 acm***********@m************.com
Open View Venture Partners 303 Congress St Ste 600, Boston, MA 02210
61747xxxx0 aah*******@o***************.com 4 2
TIAA Financial Services 97 Mt Auburn St Cambridge, MA 02138
86684xxxx4 acc******************@t***.org 5 2 3.7 3
ArcLight Capital Partners 200 Clarendon St Ste 2901, Boston, MA 02116
61753xxxx0 abr*****@a**************.com
Alcentra Capital Corporation 201 Washington St, Boston, MA 02108
61724xxxx0 a@a*******.com
The Patriots Hill Wealth Management Group - Morgan Stanley 28 State St 26th Floor, Boston, MA 02109
61758xxxx1 acm***********@m************.com
Third Rock Ventures 201 Brookline Ave, Boston, MA 02215
61758xxxx0 aar**@t****************.com 3.7 3
Edelman Financial Engines 57 Wells Ave Ste 31 Newton, MA 02459
83375xxxx3 aar**@e**********************.com
Edward Jones - Financial Advisor: Andrew B Ball 419 Boylston St Ste 702 Boston, MA 02116
61726xxxx2 a.j*********@e**********.com
AgIS Capital 46 Plympton St Ste 4, Boston, MA 02118
61735xxxx0 bfi*****@a**********.com
Bainco International Investors 699 Boylston St Ste 10, Boston, MA 02116
61753xxxx3 aad***@c*************.com
The Uva Wealth Management Group - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
61743xxxx1 abc***@u**.com
Social Finance, Inc. 30 Federal St, Boston, MA 02110
61793xxxx0 aak****@s************.org
Marble Harbor 101 Federal St, Boston, MA 02110
61795xxxx0 bgo*****@m*************.com
Merrill Lynch Financial Advisor William S Deacon 440 Boylston St, Boston, MA 02116
61794xxxx4 ale*********@m*.com
Spectrum Equity Investors 1 International Pl, Boston, MA 02110
61734xxxx8 ada*@s*************.com
Putnam Managed High Yield Trst 1 Post Office Sq, Boston, MA 02109
61729xxxx0 a.h****@p*****.com 15885 433
The Pathak Group-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx3 acm***********@m************.com
Private Signals 120 Water St Ste 500, Boston, MA 02109 61772xxxx0
Financial Perspectives Planning Services 164 Canal St Boston, MA 02114 80072xxxx7
Koswick Allan F 1 Beacon St Fl 25 Boston, MA 02108
61753xxxx8 soc***@n*****************.com 107334 16212 108000
Owen Dugan Jr. - UBS Financial Services Inc. One Post Office Square 32nd And 33rd Floors, Boston, MA 02109
61743xxxx1 and*****************@u**.com
The Longtail Group-Morgan Stanley 28 State St, Boston, MA 02109
61775xxxx7 acm***********@m************.com
Alex Davis - RBC Wealth Management Financial Advisor 75 State St Ste 1700, Boston, MA 02109
61772xxxx1 gra**********@r**.com 46 48
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
Bolvinwealth Management Group Inc 31 Milk St Ste 203, Boston, MA 02109
61734xxxx4 bil************@b***********.com
Harris Williams & Co 2 International Pl Ste 2201, Boston, MA 02110
61748xxxx1 aab**@h*************.com
Edelstein & Company 160 Federal St Fl 9 Boston, MA 02110
61722xxxx1 4 3 1 1
Canadian Imperial Bank of Commerce 37 Federal St # 100, Boston, MA 02110
61735xxxx0 ach***********@u*.cibc
Armstrong Advisory Group 144 Gould St Needham, MA 02494
78143xxxx1 chr******@i************.com 2.3 3 1290 39
Bulger Partners 292 Newbury St, Boston, MA 02115 61767xxxx0
Al Antonitis 160 Federal St, Boston, MA 02110 61747xxxx5 acl*******@f************.com
Reach Venture Port 1 International Pl, Boston, MA 02110
61794xxxx0 aar*******@r********.com
City 100 Summer St Ste 1500, Boston, MA 02110
61782xxxx0 adm**@c********.com
Fiera Capital 1 Lewis Wharf Fl 3, Boston, MA 02110
85726xxxx0 bil*******@f***********.com
Richard Grande 160 Federal St, Boston, MA 02110
61747xxxx6 aos*****@f************.com
Brookside Capital 200 Clarendon St, Boston, MA 02116
61751xxxx0 ako****@b************.com 2
Lewin Wealth Management Group - UBS Financial Services Inc. One Post Office Square, 32nd and 33rd floor, Boston, MA 02109
61743xxxx2 5.01
Citisoft Inc 343 Congress St, Boston, MA 02210
61742xxxx0 ahm*******@c*******.com
Johnhancock Tax Advantaged John Hancock Funds, Boston, MA 02210 61766xxxx9
Mast Capital Management 200 Clarendon St Ste 5100, Boston, MA 02116
61737xxxx0 aag*****@b**********.com 4 5
Linedata 260 Franklin St, Boston, MA 02110
61791xxxx0 aar**********@l*******.com 7 1490 26
Fort Point Channel Investors 35 Thomson Pl, Boston, MA 02210
61795xxxx7 aca******@c*******************.com
Morrison Jenkins & Co 50 Congress St Ste 642, Boston, MA 02109
61772xxxx8
Christopher Trim-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx6 acm***********@m************.com
Polaris Venture Partners 1 Marina Park Dr, Boston, MA 02210
85723xxxx7 ale******@p**************.com 164
Patriot Investments 7 Water St Ste 600, Boston, MA 02109 61783xxxx9
Merrill Lynch Private Wealth Management 1 Federal St, Boston, MA 02110
61794xxxx0 ale*********@m*.com 5 1
Sagebroadview Wealth Management 2 Burlington Woods Dr Ste 100 Burlington, MA 01803
78122xxxx8 axx******@s************.com
Ameriprise Financial Advisors - Petrik And Associates 500 Granite Ave Milton, MA 02186 61729xxxx0
Sweeney Wealth Management Group 1 International Pl, Boston, MA 02110
61737xxxx2 ali***********@s**************.com 9899 9
The Geraghty Team-Morgan Stanley 28 State St, Boston, MA 02109
61775xxxx1 acm***********@m************.com
Fiduciary Wealth Partners 177 Huntington Ave 20th floor, Boston, MA 02115
61760xxxx0 cri*****@f********.com 5.02
Samuel Hodgson 160 Federal St, Boston, MA 02110
61753xxxx1 acl*******@f************.com
Lexington Wealth Management 12 Waltham St Lexington, MA 02421
78186xxxx5 a-r**************@l**************.com 5 2 83 34 99
Koch, Bjorn 200 Clarendon St, Boston, MA 02116
61724xxxx0 abc***@u**.com
Baum Wealth Advisors - Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61791xxxx6 dns*****@a***.com
Jonathan Karelitz - Morgan Stanley 950 Winter St Ste 2400 Waltham, MA 02451
78152xxxx5 erp******@m**************.com 5 1
Acceleration International 75 Pinckney St, Boston, MA 02114
61742xxxx2 gm@a**************.com
Northern Cross 125 Summer St, Boston, MA 02110
61795xxxx9 ada*@n***************.com
Westport Private Equity Ltd 222 Berkeley St, Boston, MA 02116 61784xxxx0
Brookside Mezzanine Partners 101 Federal St, Boston, MA 02110 61726xxxx0
Santander Bank 61 Harrison Ave, Boston, MA 02111
61729xxxx1 aar**@s************.com 2.9 14
Prio Wealth, LP 265 Franklin St, Boston, MA 02110
61722xxxx0 ake***@p*********.com 5
Ameriprise Financial Advisors 342-346 Commercial St Unit C-1 Boston, MA 02109
78143xxxx6 dns*****@a***.com
Venrock Associates 101 Federal St, Boston, MA 02110 61720xxxx0
Nepc 255 State St Ste 600, Boston, MA 02109
61737xxxx0 aeg**@n***.com
Alex M Blake-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx1 acm***********@m************.com
Apex Boston Group 60 State St, Boston, MA 02109
61785xxxx0 but****@w**********.com
Baystate Financial 1 Marina Park Drive 16th Floor, Boston, MA 02210
61758xxxx0 aac*****@b****************.com 3.4 5
SFC Preferred 6 Liberty Sq, Boston, MA 02109 61792xxxx0
Carson Wealth 100 Summer St Ste 1600 Boston, MA 02110
88844xxxx5 abr****@c***********.com 2008 47
McAleer, Robert 200 Clarendon St, Boston, MA 02116
61724xxxx3 abc***@u**.com
CIBC Private Wealth Management 100 Federal St 37th floor, Boston, MA 02110
61735xxxx0 alb***********@c***.com 5 2 2092
JMD Financial Consulting 12 Stratford Rd Winchester, MA 01890
97849xxxx7 jmd***@j*********************.com 18
Boston Capital Wealth Management of Raymond James 225 Franklin St, Boston, MA 02110
88879xxxx8 aar************@r***********.com
Levenson Wealth LLC
61752xxxx3 inf*@l*************.com
Kaufman & Co 101 Federal St Ste 1310, Boston, MA 02110
61742xxxx4 amo***@k*****.com
Edelman Financial Engines 25 Burlington Mall Rd Ste 405 Burlington, MA 01803
83375xxxx3 aar**@e**********************.com 2 1 18429 16 19864
The Harborside Wealth Management Group - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
61743xxxx3 abc***@u**.com 3.02
Ellucian 1 Memorial Dr, Cambridge, MA 02142
61057xxxx2 aar*******@e*******.com 5 8 5854 413
Synergy Investments 2 Center Plz, Boston, MA 02108
61793xxxx2 dav********@s************.com
Robert J Sanzo-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx0 acm***********@m************.com
Advanced Technology Ventures 500 Boylston St Ste 130, Boston, MA 02116
61785xxxx0 ann***@f*************.com
Ilan Segev & Amy Steigerwald-Morgan Stanley 28 State St, Boston, MA 02109
61775xxxx0 acm***********@m************.com
Windsail Capital 133 Federal St # 12, Boston, MA 02110
61742xxxx0 ach***@w**************.com
Compass Capital Corp 50 Braintree Hill Park Ste 105 Braintree, MA 02184
78153xxxx3 ali***@c*************.co
GMO Renewable Resources 225 Franklin St, Boston, MA 02110 61734xxxx7
The Swett Wealth Management Group of UBS 1 Post Office Square 36th floor, Boston, MA 02109
61743xxxx4 ben*******************@u**.com
Our Team-Morgan Stanley 28 State St, Boston, MA 02109
61775xxxx6 acm***********@m************.com
Fidelity Investments - Corporate Office 245 Summer St, Boston, MA 02210
80034xxxx8 a61****@f*******.com 3.7 60 317729
Numeric Investors 200 Pier 4 Blvd # 5, Boston, MA 02210
61789xxxx0 aas***@n******.com
Cambridge Financial Advisors 124 Mount Auburn St Cambridge, MA 02138 61757xxxx5
Jillian M Mackinnon-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx6 acm***********@m************.com
Aradhana Kuhn-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx7 acm***********@m************.com
Atlas Investment Group 1200 Washington St, Boston, MA 02118
61726xxxx6 ada***@a**********.com
Edward Jones - Financial Advisor: James Hill 419 Boylston St Ste 702 Boston, MA 02116
61726xxxx2 a.j*********@e**********.com 87286 99000
Grantham Mayo Van Otterloo 40 Rowes Wharf, Boston, MA 02110
61733xxxx0 abc@g**.com
Avrdn 28 State St Fl 17, Boston, MA 02109
61772xxxx0 abr*********@d************.com
Simon Carter-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx2 acm***********@m************.com
Xontogeny 240 Newbury St Ste 2, Boston, MA 02116
85744xxxx7 car****@x********.com
Stance Capital 131 Dartmouth St, Boston, MA 02116
61787xxxx2 bda***@s********.com
Michael Klonsky - Financial Advisor, Ameriprise Financial Services 60 State St Ste 2100, Boston, MA 02109
61791xxxx4 dns*****@a***.com
Modera Financial Advisors & Financial Planners 535 Boylston St Boston, MA 02116
61724xxxx8 adv***@m***********.com 90 110
G20 Ventures 500 Boylston St, Boston, MA 02116
61785xxxx7 abe********@g****.com 9
Colonial Wealth Managment 265 Franklin St Ste 1600 Boston, MA 02110
61777xxxx6
Jeff Sherman 160 Federal St, Boston, MA 02110
61747xxxx6 aos*****@f************.com
Parthenon Capital Partners 399 Boylston St, Boston, MA 02116
61796xxxx0 bgo****@p***************.com
Natixis Global Assets Management 888 Boylston St Ste 1500, Boston, MA 02199
61744xxxx0 abc***@n******.com 5 2
Peter J Dragonas-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx1 acm***********@m************.com 77
Citizens Bank 217 Adams St Dorchester, MA 02122
61728xxxx7 aar*********@c***********.com 2.5 15 1 3
Lazard Asset Management 222 Berkeley St suite 1100-b, Boston, MA 02116
61728xxxx0 a.m*****@l********.com 5 1
Stifel - KB Wealth Management Group 20 William St Ste 330 Wellesley, MA 02481
78123xxxx1
Cic 50 Milk 50 Milk St, Boston, MA 02109
85723xxxx4 con****@j***************.com 4.7 123
MPM Capital LP 111 Huntington Ave, Boston, MA 02199
61742xxxx0 aba*****@m*********.com
AEW Capital Management 2 Seaport Ln, Boston, MA 02210
61726xxxx0 aab*****@a**.com 3.4 5
Ropes Wealth Advisors 800 Boylston St, Boston, MA 02199
61795xxxx0 bre*********@r**********.com
Scher, Steven 1 Post Office Sq, Boston, MA 02109
61743xxxx4 abc***@u**.com
Capital Bankcard Boston 25 Temple Pl, Boston, MA 02111
61797xxxx2
Lebed Asset Management 6 Beacon St # 925, Boston, MA 02108
61772xxxx2 jay@l*********.com 5.02
Sverica International 800 Boylston St Ste 3325, Boston, MA 02199
61769xxxx1 ali**@s******.com
Kroll Inc 125 High St, Boston, MA 02110
61737xxxx0 aal*****@k****.com 2745
Anchor Capital Advisors 2 International Pl Fl 21, Boston, MA 02110
61733xxxx0 ade****@a************.com
Financial Planning Information 300 Washington St Newton, MA 02458 61724xxxx0
Security Information Center 12 Thomson Pl, Boston, MA 02210 61734xxxx0
Coordinated Financial Planning Newton, MA 02458 61755xxxx2
Tang Mei Funds 77 Franklin St Ste 505, Boston, MA 02110
78193xxxx5
The Moses Group-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx9 acm***********@m************.com
Kevin P Fitzpatrick-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx3 acm***********@m************.com
Toner, Shannon 1 Post Office Sq, Boston, MA 02109
61743xxxx0 abc***@u**.com
Winthrop Wealth 109 State St, Boston, MA 02109
61753xxxx0 ala***********@w*************.com 212 7
Joint Venture Investments 35 Kingston St # 2, Boston, MA 02111
61754xxxx6 696*************************************@w*****************.com
Eagle Investment Systems 30 Winter St, Boston, MA 02108 61742xxxx0
Zero Stage Capital 265 Franklin St, Boston, MA 02110 61787xxxx5
Ouellette Wealth Management Group 35 Bedford St Ste 18 Lexington, MA 02420 78186xxxx6
Kaitlin Wang - Mortgage Loan Officer 1 Union St 2nd Fl, Boston, MA 02108
97883xxxx8 abc***@t*.com 850325 5394 854042
Shepherd Kaplan 125 Summer Street # 22, Boston, MA 02110 61789xxxx0 3 2
Julian B Morris - Concierge Wealth Management 346 Commercial St Boston, MA 02109
61760xxxx6 jb@c**********.com 5 13 5 1
Edward Jones - Financial Advisor: Christopher C Cinella 502 Main St Melrose, MA 02176
78166xxxx5 a.j*********@e**********.com 3
Freedom Trail Financial 376 Boylston St Ste 502 Boston, MA 02116
61724xxxx2 bdr*******@f********************.com 325 5
Ironwood Capital 1 Beacon St Fl 34, Boston, MA 02108 61774xxxx0
William N Ryan, CFP 858 Washington St, Unit 100 Dedham, MA 02026
61748xxxx0 adm**@r*****.com 4.8 5 4.2 13
Glucksman, Justin 200 Clarendon St, Boston, MA 02116
61724xxxx1 abc***@u**.com
Loring Wolcott & Coolidge 230 Congress St #12, Boston, MA 02110
61752xxxx1 adm**@l********.com 5 2
Mass Community Development 155 Federal St, Boston, MA 02110 61752xxxx2
Hoy/Sherwood Wealth Management Group - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx6 ade********@u**.com
Capital Formation Group 62 Wellesley Executive Office Park Walnut St Wellesley, MA 02481
78123xxxx3 bdo******@y****.com 219
State Street Global Advisors 1 Iron St, Boston, MA 02210
61778xxxx0 a.j**********@s***.com 1.8 5
Immerz Inc 1 Broadway, Cambridge, MA 02142
61747xxxx8 48a*************************************@w*****************.com
Zachary Calahan 160 Federal St, Boston, MA 02110
61753xxxx7 acl*******@f************.com
Crescent Capital Group LP 500 Boylston St, Boston, MA 02116
61785xxxx0 abi********************@c**********.com
Lisa K Matthews-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx5 acm***********@m************.com
J P Marvel Wealth Management 265 Franklin St # 902, Boston, MA 02110
61734xxxx4 inf*@j*******.com 1 1
Morgan Stanley Private Wealth Advisors 28 State St 34th Floor, Boston, MA 02109
61747xxxx0 aal*******@m************.com 4 1 113334 3091 131000
Edward Jones - Financial Advisor: Jackie Wilson 659 Washington St Ste 1 L Braintree, MA 02184
78184xxxx8 a.j*********@e**********.com 84241
Boston Trust Walden Company 1 Beacon St 34th Floor, Boston, MA 02108
61772xxxx0 aau*******@b****************.com 3.7 3
Ronan/Hamburger Group-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx0 acm***********@m************.com
Munroe Morrow Wealth Management 346 Commercial St, Boston, MA 02109
61760xxxx8 bri*****@m*****************.com 4.7 15
Boston Private Bank & Trust Company 10 Post Office Sq, Boston, MA 02109
61791xxxx0 dns*****@s*****.com 5 3
Schwartz & Schwartz, PC 8 Cedar St Ste 54 Woburn, MA 01801
78193xxxx5 adm**@s******************.com 4.9 146 3.6 8 91 5 96
The Principe Group-Morgan Stanley 28 State St, Boston, MA 02109
61794xxxx7 acm***********@m************.com
Danforth Wealth Management - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
97853xxxx1 ben*******************@u**.com 5.01
Ameriprise Financial Advisors 167 Worcester St Ste 203 Wellesley, MA 02481 78123xxxx0
Lapointe, Jr, Roger 1 Post Office Sq, Boston, MA 02109
61743xxxx5 abc***@u**.com
Concord Wealth Management 230 Third Ave Fl 6 Waltham, MA 02451
78196xxxx4 alb******@c**************.com 3 2 432 59
Pw Global 75 Federal St Ste 620, Boston, MA 02110 61769xxxx4
The Parquette Wealth Management Group - Morgan Stanley 28 State St 34th Floor, Boston, MA 02109
61758xxxx8 int**********@m************.com 4.01
B Riley And Company 50 Milk St, Boston, MA 02109
61772xxxx0 ali****@b*******.com
Rs Finance & Consulting 53 State St Ste 500, Boston, MA 02109
61728xxxx5 inf*@r******.com
Blakeley Investment Co 1 International Pl Ste 3250, Boston, MA 02110 61722xxxx0
Okita Sevi 160 Federal St, Boston, MA 02110
61747xxxx0 aos*****@f************.com
Bain Capital Lp 200 Clarendon St Fl 39, Boston, MA 02116
61751xxxx0 abe*****@b******************.com 4.3 7
Vision Financial Planning Inc 40 Broad St Ste 200 Boston, MA 02109 61772xxxx0
North Bridge Capital 45 School Street Pl, Boston, MA 02119
61757xxxx1 eon****@n*************.com
The City Point Wealth Management Group - Morgan Stanley 28 State St 26th Fl, Boston, MA 02109
61794xxxx1 acm***********@m************.com 4.01
Edelman Financial Engines (Corporate Office) 28 State St 21st Floor, Boston, MA 02109
83375xxxx3 aar*******@e**********************.com 18410 15 19833
Deutsche Bank 1 International Pl Ste 12, Boston, MA 02110
61721xxxx0 aar********@d*.com
DFJ New England Fund 14 Broadway, Cambridge, MA 02142
61775xxxx3 bac***@n**.vc
J T Venture Partners 699 Boylston St, Boston, MA 02116 61724xxxx0
Ameriprise Financial Advisors 11 Water St Ste 2A Arlington, MA 02476
78164xxxx4 bri*********@a***.com 11
HD Venture Capital Inc 100 City Hall Plz Ste 305, Boston, MA 02108 61753xxxx2
Alternative Capitalis 233 Harvard St Ste 307 Brookline, MA 02446
55125xxxx6
Ted H. Gould 160 Federal St, Boston, MA 02110
61747xxxx1 acl*******@f************.com
Thurston, Kevin 200 Clarendon St, Boston, MA 02116
61724xxxx8 abc***@u**.com
AssetGrade 1 Boston Pl Ste 2600 Boston, MA 02108
61793xxxx7 inf*@a*********.com 99
Stockwell Wealth Management 16 Chestnut St, Boston, MA 02108 61724xxxx0
Rubino & Liang Wealth Partners 189 Wells Ave Fl 3 Newton, MA 02459
61763xxxx7 jco****@r***************.com 5 9 1092
Vaughan Nelson Investment Management 399 Boylston St, Boston, MA 02116
71322xxxx5 ach**@v************.com
Fleetwing Capital 75 Federal St, Boston, MA 02110 61735xxxx5
Signator Financial Service Inc 601 Congress St, Boston, MA 02210
61757xxxx0 aba*****@r************.com
F-Prime Capital Partners 1 Main St Ste 13, Cambridge, MA 02142
61723xxxx0 abd**@f************.com
Geoffrey Hargadon - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx7 ade********@u**.com
Riverside Partners 699 Boylston St Ste 800, Boston, MA 02116
61735xxxx0 aga**@r****************.com
Generational Wealth Partners of Raymond James 225 Franklin St Ste 2200, Boston, MA 02110
61789xxxx0 aar************@r***********.com 17254
R B Zevin Associates 40 Court St, Boston, MA 02108 61772xxxx5
Singletary Wealth Management Group - Ubs Financial Services Inc. One Post Office Square 32nd And 33rd Floor s, Boston, Ma 02109
61743xxxx6 abc***@u**.com
Abry Partners 888 Boylston St, Boston, MA 02199
61785xxxx9 abj***@a***.com
The Boston Seaport Group-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx3 acm***********@m************.com
L & L Acquisition Corp 265 Franklin St, Boston, MA 02110
61733xxxx5 adm**********@l*********.com
Zalcman Neill Wealth Management Group One Post Office Square 34th Floor, Boston, MA 02109
61743xxxx1 aar*******@u**.com 230308 243000
Charles Schwab 54 Mall Rd Burlington, MA 01803
78150xxxx0 jan*****@s*****.com 5 2
Boston Financial 101 Arch St 13th Floor, Boston, MA 02110
80078xxxx0 aim*********@b***.com 3 2
Congress Asset Management Co 2 Seaport Ln floor 5, Boston, MA 02210
61742xxxx0 adu***@c************.com
Concierge Wealth Management 346 Commercial Street, Boston, MA 02109
61760xxxx6 jb@c**********.com 5 13
Martinelli Wealth Management - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
61743xxxx2 ben*******************@u**.com
Citizens Bank 771 Commonwealth Ave, Boston, MA 02215
61792xxxx3 aar*********@c***********.com
Manulife Asset Management LLC 101 Huntington Ave, Boston, MA 02199 61737xxxx0 3 2
Evan Weiss 160 Federal St, Boston, MA 02110
61753xxxx3 acl*******@f************.com
Thrift Investors LP 121 High St, Boston, MA 02110
61752xxxx8 bmo****@n*****************.com
Weiss Asset Management LP 222 Berkeley St, Boston, MA 02116
61777xxxx0 aar**@w*********.com 5 1
Nathan & Lewis Securities 15 Broad St, Boston, MA 02109 61752xxxx6
Sylvia M. Singleton, Cpa 5230 Washington St Ste 1 Roxbury, MA 02132
61739xxxx7 joh*@s*************.com 5 13
Bunker Hill Investors 340 Bunker Hill St, Charlestown, MA 02129 61724xxxx7
Riesenberger Wealth Management Group - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
61743xxxx1 abc***@u**.com 5.01
David J. Prothero, CPA P.C. 313 Washington St Ste 200 Newton, MA 02458
61787xxxx2 *nn*@e**********.com 4.9 12 4.7 9 131 142
Banyan Partners 255 State St Ste 600, Boston, MA 02109
61750xxxx4 dbo*****@b*************.net
Trillium Asset Management 60 South St, Boston, MA 02111
61742xxxx5 ajo*******@t*************.com 5 2
Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant 101 Federal St, Boston, MA 02110
61731xxxx5 san**************@l**.com 5 7
MetLife 501 Boylston St Ste 1, Boston, MA 02116 61726xxxx0
Rogers, John 60 State St, Boston, MA 02109
61745xxxx0 dns*****@a***.com 101 101
James Atwood 160 Federal St, Boston, MA 02110
61753xxxx1 abu**@b************.com
Kensington Investment Co Inc 28 Exeter St, Boston, MA 02116
61726xxxx1 joh*@2*************.com 202 209
Oneil Securities 211 Congress St Ste 502, Boston, MA 02110 88822xxxx4
Jerome C Hunsaker 120 Water St Ste 500, Boston, MA 02109 61736xxxx7
Bessemer Trust Private Wealth Management Boston MA 2 International Pl 22nd Fl, Boston, MA 02110
61727xxxx0 Leg**@B*******.com
Affiliated Managers Group 222 Berkeley St, Boston, MA 02116
61774xxxx0 abb*********@a**.com
Freed Investment Group 396 Commonwealth Ave Ste D2A, Boston, MA 02215 61742xxxx0
McCullen Capital 1 Liberty Sq, Boston, MA 02109
61742xxxx0 deb*****@m**************.com
Hargadon Wealth Management - UBS Financial Services Inc. 200 Clarendon St 24th Floor, Boston, MA 02116
61724xxxx1 ben*******************@u**.com 1.01
Edward Jones - Financial Advisor: Jennifer Pollina 50 Mall Rd Ste G15 Burlington, MA 01803
78122xxxx0 a.j*********@e**********.com 1 1
Winthrop Wealth 109 State St 2nd floor, Boston, MA 02109
61753xxxx0 ala***********@w*************.com 1 1 222 13 254
CarrThaxton Financial Group 420 Bedford St Ste 330 Lexington, MA 02420
78186xxxx0 bek*****@c**********.com
Columbia Threadneedle Investments 225 Franklin St, Boston, MA 02110
61738xxxx0 dns*****@a***.com 3 4
Velocity Equity Partners 121 High St Ste 400, Boston, MA 02110
61733xxxx5 bar****@v*********.com
Lightkeeper 280 Congress St, Boston, MA 02210
25629xxxx3 ag@l**********.com
Shoreline Private Wealth Management - Ameriprise Financial 60 State St Fl 21 Boston, MA 02109
78155xxxx1 dns*****@a***.com 542 564
Stuart A Mackinnon-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx7 acm***********@m************.com
Commons Capital 254 2nd Ave Ste 130 Needham, MA 02494
61743xxxx0 inf*@c*********.com
Ellen Takagi - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx3 wms**********@r**.com 14811 16000
Dennis Hurley - Mortgage Loan Officer 1 Union St 2nd Fl, Boston, MA 02108
61752xxxx2 aar*********@t*.com
Instinet 225 Franklin St Ste 2340, Boston, MA 02110 61742xxxx9
Greenland Kingsley 133 Federal St, Boston, MA 02110
61769xxxx0 afo***@d****.com
Colonial Wealth Management 265 Franklin St Ste 1600, Boston, MA 02110
61777xxxx6 blo***@b**************.com
Mark Nickel 160 Federal St, Boston, MA 02110
61747xxxx1 aos*****@f************.com
Flagship Ventures 1 Memorial Dr Ste 4, Cambridge, MA 02142
61725xxxx2 ach*@f***************.com 3.4 10
Beyond Your Hammock 50 Milk St 16th floor, Boston, MA 02109
61744xxxx1 eri*@b****************.com 5 22 906 100 940
Kaspick And Company 1 Beacon St Fl 8, Boston, MA 02108
61778xxxx5 abe***@k******.com
David Lambert 160 Federal St, Boston, MA 02110
61747xxxx6 acl*******@f************.com
Buccino Investments 28 Kingston St, Boston, MA 02111
61745xxxx2 chr**@g**********.com 3.9 1199 9912 28714 9800
Health Care Ventures 47 Thorndike St Ste 1, Cambridge, MA 02141
61725xxxx3 don**@h****.com
Courtney Dunnells - Financial Advisor, Ameriprise Financial Services 10 City Sq Ste 4TH, Charlestown, MA 02129
61739xxxx7 cit***********************@a***.com
RBC Wealth Management One Beacon St Ste 24, Boston, MA 02108
61772xxxx0 rbc*********@r**.com
Charles River Wealth Management 50 Mall Rd Ste 209 Burlington, MA 01803
78127xxxx0
Coburn & Meredith 265 Franklin St Ste 1800, Boston, MA 02110
61720xxxx9 aad**@c**************.com
Christopher S Brolly-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx9 acm***********@m************.com
Childs Financial Services 2 Lincoln Pl, Charlestown, MA 02129
61758xxxx0 tom@c*******.com
John Hancock Investments 101 Huntington Ave Ste 900, Boston, MA 02199
80022xxxx1 dns******@m*******.com 49554 53000
Thomas P Allen-Morgan Stanley 28 State St, Boston, MA 02109 61747xxxx6
The Bachelder Group-Morgan Stanley 28 State St, Boston, MA 02109
61794xxxx2 acm***********@m************.com
Brian McNally 160 Federal St, Boston, MA 02110
61753xxxx0 aos*****@f************.com
Mellon Capital Management Corp 210 Washington St, Boston, MA 02108
61772xxxx0 jen***********@b********.com 4 5
Mercer Advisors Wealth Management 101 Federal St Suite, 1900, Boston, MA 02110
88856xxxx1 aar********@m*************.com 4.4 18 2734 27
Xiao Investment Company VI 365 Beacon St, Boston, MA 02116 85726xxxx5
Boston, Ma Private Wealth Management - Ubs Financial Services Inc. One Post Office Sq 33rd Floor, Boston, Ma 02109 80022xxxx5 hxx@c***************.com
RBS Business Capital 28 State St Fl 13, Boston, MA 02109
61799xxxx3 aar*********@c***********.com
Tunc Tanin 45 Prospect St Fl 5 Cambridge, MA 02139
78197xxxx7 ebe*@e*******.com 4.2 20
EquipNet Direct 70 Parklawn Rd, Boston, MA 02132
78182xxxx2 abh***********@e*******.com
TGA Capital Management 25 Braintree Hill Office Park Ste 200 Braintree, MA 02184
50822xxxx6 con****@s*********.com
Ethos Capital LP 126 Newbury St, Boston, MA 02116
61788xxxx0 enq****@e***********.com
Brian Wilder-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx6 acm***********@m************.com
Thunderstorm Capitol 1 Liberty Sq, Boston, MA 02109
61754xxxx8
CGS Investments 230 Congress St, Boston, MA 02110
61734xxxx0 abr*****@k************.com
Disciplined Alpha 60 State St, Boston, MA 02109
85735xxxx8 bi**@d***************.com
Bernstein Global Wealth Management 53 State St Ste 3800, Boston, MA 02109
61778xxxx0 ada***********@b********.com
First Republic Bank 160 Federal St Boston, MA 02110
88840xxxx8 aa@f************.com 3.4 17 4.6 9 89757 260
Byrne Wealth Management Group - Morgan Stanley 28 State St 34th Floor, Boston, MA 02109
61747xxxx0 acm***********@m************.com
Geanacopoulos Stephen 175 Federal St Ste 900, Boston, MA 02110
61723xxxx0 aal***@s*******.com
Newport Coast Securities 60 State St, Boston, MA 02109 85737xxxx0
GMO LLC 53 State St 33rd Floor, Boston, MA 02109
61733xxxx0 abc@g**.com 4.5 2
Excel Venture Management 800 Boylston St, Boston, MA 02199
61742xxxx8 cwi****@e******.com
Henley USA 33 Arch St, Boston, MA 02110
61730xxxx0 enq******@h*******.com
Butler Capital Investments 4 Ada St, Boston, MA 02131
43429xxxx8 ab@b********.com
Heritage Wealth Management 75 Second Ave Ste 605 Needham, MA 02494
78144xxxx0 inf*@h******.com
Santander 125 Broadway Somerville, MA 02145
61762xxxx4 cul*******************@s********.us 2.7 29 1.8 5 124160 941
Volition Capital 177 Huntington Ave Ste 16, Boston, MA 02115
61783xxxx0 aar**@v**************.com 4.4 7 282
Wealth Effects 265 Franklin St #1702, Boston, MA 02110
61746xxxx0 jsm***@w********.com 29 34
TIFF Advisory Services, Inc. 200 State St,14th Floor, Boston, MA 02109
61775xxxx0 ana*******@t***.org
North Bridge Wealth Management Group - Morgan Stanley 28 State St 26th Floor, Boston, MA 02109
61758xxxx9 acm***********@m************.com
The Harvest Group Wealth Management 800 South St Ste 200 Waltham, MA 02453
84499xxxx0 bi**@m*************.com 5388 47 5500
TJ Van Gerven - Modern Wealth Builders 7 Beacon St Ste 7R Woburn, MA 01801
50868xxxx3 tea*@m*******************.com 5 17
MFS Core Plus Research Fixed 111 Huntington Ave, Boston, MA 02199
61795xxxx0 aa@m**.com 3.8 6 4256
Avante Mezzanine Partners 75 Arlington St, Boston, MA 02116
31066xxxx2 bch***@a**************.com
Sweeney Wealth Management Group 1 International Pl #3210, Boston, MA 02110
61737xxxx2 bet*********@s**************.com 10516 19 10000
Beacon Investment Management 1 India St #205, Boston, MA 02109
61735xxxx6 bmc****@b****************.com 5.013
Manulife Investment Management 197 Clarendon St, Boston, MA 02116
61737xxxx0 a.w******@m*********.com 3 2
Client Priority Financial Advisors Needham, MA 02494
61798xxxx0 lar******@c*************.com
Qualivian Investments Partners 84 State St, Boston, MA 02109
85723xxxx3 aam*******@q********.com
Morgan Stanley Wealth Management 28 State St 26th Fl, Boston, MA 02109
61758xxxx5 acm***********@m************.com
Darin Souza 160 Federal St, Boston, MA 02110
61747xxxx4 aos*****@f************.com
Women’s Financial Help 450 Bedford St Ste 1100 Lexington, MA 02420
78182xxxx0 inf*@w******************.com 5 2
MPM Capital, Inc 450 Kendall St, Cambridge, MA 02142
61742xxxx0 aba*****@m*********.com
The Colony Group One Boston Place, 201 Washington St 11 Floor, Boston, MA 02108
61772xxxx0 aay***@t*************.com
Jessie Foster 160 Federal St, Boston, MA 02110 61747xxxx1 aos*****@f************.com
Dorfman Value Investments 1 Liberty Sq Ste 500, Boston, MA 02109
61754xxxx8
Alliance Financial Group 175 William F McClellan Hwy Boston, MA 02128
61731xxxx5 inf*@a*********************.com 499
Alfred C. Clemens - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx3 wms**********@r**.com 14811 16000
Palladin Consumer Retail Partners 800 Boylston St, Boston, MA 02199
61758xxxx0 ape******@p***.com
Ubs AG 210 W Canton St, Boston, MA 02116
61731xxxx0 aar*******@u**.com 229809
C L King & Associates Inc 1 Liberty Sq # 5A, Boston, MA 02109
61735xxxx7 as@c*****.com
Eagle Investment Group 6 Beacon St, Boston, MA 02108 61733xxxx0
South End Wealth Management - Ameriprise Financial Services 546 Tremont St Boston, MA 02116
61742xxxx6 bri***************@a***.com 189 8 190
Clearhaven Partners LP 800 Boylston St, Boston, MA 02199
61722xxxx1 cry**@c*****************.com
Falcon Investment Advisors 21 Custom House St Ste 1000, Boston, MA 02110
61741xxxx0 api*****@f****************.com
Stephen Coyle 160 Federal St, Boston, MA 02110
61753xxxx8 aos*****@f************.com
Boston Capital Corp 11 Beacon St, Boston, MA 02108
61724xxxx7 abu****@b************.com
Citizens Bank 171 Watertown St Watertown, MA 02472
61796xxxx6 aar*********@c***********.com 2.1 21 2.3 6
Ameriprise Financial Advisors 546 Tremont St Boston, MA 02116
61742xxxx6 dns*****@a***.com
El Al Securities 500 Terminal E, East Boston, MA 02128 61756xxxx7
Balanced Rock Investment Advisors 252 Roslindale Ave, Roslindale, MA 02131
61797xxxx3 bri**@b*****************************.com 57 528 10 530
Beacon Tree Capital 50 Milk St, 17th Floor, Boston, MA 02110
78153xxxx1 inf*@b************.com
Lantern Financial 50 Franklin St Fl 3 Boston, MA 02110
61748xxxx0 aja*@l****************.com 5 3
American Property Data NE 4 Longfellow Pl, Boston, MA 02114
61752xxxx1 inf*@r******.com
John Hancock Life Insurance Company 197 Clarendon St, Boston, MA 02116
61757xxxx8 dns******@m*******.com 49383
Arrowstreet Capital LP 200 Clarendon St Ste 3000, Boston, MA 02116
61791xxxx0 aag*****@a*****************.com 3.4 8
Prudential Financial 50 Federal St, Boston, MA 02110
61723xxxx2 a.w*****@p*********.com 559722
Natixis Investment Managers 888 Boylston St, Boston, MA 02199
61744xxxx0 abc***@n******.com 5 2
Minuteman Investments Corp 28 State St, Boston, MA 02109 61786xxxx9
J.P. Morgan Securities 1 Federal St, Boston, MA 02110
61765xxxx0 dom***************@j*******.com 906849 5106
The Richman Group 143 Newbury St, Boston, MA 02116
20386xxxx0 chi****@r*************.com
Cranebridge Investment Partners 31 Saint James Ave. Fl 6, Boston, MA 02116 85730xxxx6
Massachusetts Capital Resource 420 Boylston St Ste 5, Boston, MA 02116
61753xxxx0 ama****@m**********.com
Samuel A Ramirez and Co 100 Cambridge St, Boston, MA 02114 85731xxxx2
Morgenthaler Ventures 222 Berkeley St, Boston, MA 02116
61758xxxx0 bpa***@m***********.com
Richard Lombardozzi Jr. 160 Federal St, Boston, MA 02110 61747xxxx1
Blakeley Gerald W Jr 60 State St Ste 600, Boston, MA 02109 61722xxxx0
Wilmington Trust 1 Post Office Sq 32nd Fl, Boston, MA 02109
61745xxxx0 aam****@w**************.com
Morris & Morris, PC CPA 32 Kearney Rd Needham, MA 02494
78145xxxx0 dfi****@m*******.com 5 2
Lance Financial Associates 2 Winnmere Ave Burlington, MA 01803
78150xxxx1 hel**@g********.com
C P Analytics 100 Franklin St, Boston, MA 02110
61793xxxx0 a@c**********.com
Easternlinkcapital.com Eastern 101 Federal St, Boston, MA 02110
61720xxxx8 aya****@e*****************.com
Kurt A Johnson-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx6 acm***********@m************.com
Wealth Enhancement Group 200 Summit Dr Ste 420 Burlington, MA 01803
78193xxxx5 abr*****@w****************.com 5 3
LTSAVE INc 500 Harrison Ave Ste 1E, Boston, MA 02118 61734xxxx0
George D Levy And Company 260 Franklin St, Boston, MA 02110 61743xxxx2
RBC Global Asset Management 225 Franklin St Ste 2700, Boston, MA 02110
61772xxxx0 abc***@r**.com 599136 607000
Pamplona Capital Management 200 Clarendon St, Boston, MA 02116
85726xxxx8 cke******@p************.com
Lisa M. Austin - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx4 wms**********@r**.com 14811 16000
Hara Dean T Mba Amex Financial Advisors 546 Tremont St Boston, MA 02116 61742xxxx5
Walnut Hill Advisors 90 Concord Ave Fl 3 Belmont, MA 02478
88827xxxx3 use*@d*****.com
Jeffrey Jacobson - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx6 rbc*********@r**.com 14811 16000
State Street 587 Boylston St, Boston, MA 02116
61778xxxx0 aal******@s**********.com 3.4 97
Lakeside Financial Planning 1500 District Ave Burlington, MA 01803
78127xxxx1 jho***@l********************.com
TIAA Financial Services 50 Braintree Hill Park Ste 108 Braintree, MA 02184
80084xxxx4 acc******************@t***.org
Impact Capital Strategies 1842 Centre St, Boston, MA 02132
20284xxxx2 ash***@i**********************.net
3I Capital 75 Federal St, Boston, MA 02110
85723xxxx3 aha******@3*******.com
City National Bank Commercial Banking Office 200 Clarendon St Fl 48 Boston, MA 02116
61740xxxx0 ava********@c**.com 5371 151 5900
Aberdeen Standard Investments 28 State St, Boston, MA 02109
61772xxxx0 abc***@a***************.com
Duvall, Tom, AGT 121 Mount Vernon St, Boston, MA 02108
61736xxxx6 dns*****@a***.com
BrightSphere Investment Group Inc 200 State St, Boston, MA 02109
61736xxxx0 ahe@b***.com
Sei 125 Summer St, Boston, MA 02110
61726xxxx6 baa*************************************@w*****************.com
Moelisco 1 Post Office Sq Ste 3825, Boston, MA 02109 61734xxxx0
The Castle Island Group-Morgan Stanley 28 State St, Boston, MA 02109
61794xxxx0 acm***********@m************.com
Wells Fargo Private Bank 125 High St, Boston, MA 02110
61735xxxx8 aar**********@w*********.com 2.2 24 157071
Amundi US 60 State St, Boston, MA 02109
61774xxxx5 abc***@a*****.com 2.6 5
Boston Financial Management 255 State St Fl 6 Boston, MA 02109
61733xxxx8 ali***@b********.com
Leilani Germain - Private Wealth Advisor, Ameriprise Financial Services, LLC 60 State St, Ste 2100, Boston, MA 02109
61745xxxx0 dns*****@a***.com
17
Vida Ventures 40 Broad St Ste 230, Boston, MA 02109
85725xxxx0 85c*************************************@w*****************.com
Spring Lake Equity Partners 50 Rowes Wharf, Boston, MA 02110
61734xxxx4 inf*@s********.com
Clarke, Simon 1 Post Office Sq, Boston, MA 02109
61743xxxx2 abc***@u**.com
Teton Partners 260 Franklin St, Boston, MA 02110
61726xxxx5 mer**********@j****.com 439
Wealth Enhancement Group 10 Post Office Square Suite 1200 South, Boston, MA 02109
61769xxxx0 aba****@w****************.com
Bayside Capital 500 Boylston St Ste 1350, Boston, MA 02116
61742xxxx0 asc*****@b******.com
Brian Strachan-Morgan Stanley 28 State St, Boston, MA 02109
61757xxxx0 acm***********@m************.com
North Star Capital Inc 84 State St Ste 570, Boston, MA 02109
61772xxxx0
Michael Auler-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx7 acm***********@m************.com
Clemens Private Wealth Management Group 53 State St Suite 3600, Boston, MA 02109
61772xxxx3 rbc*********@r**.com 14811 16000
Foster Dykema Cabot & Co Inc 101 Arch St Ste 1800, Boston, MA 02110
61742xxxx0 dgu****@f****.com
Perennial Capital Advisors 1 Washington Mall Ste 1103, Boston, MA 02108
61724xxxx0 inf*@p***********.com
Brian P Nagle 160 Federal St, Boston, MA 02110
61747xxxx8 aos*****@f************.com
Hoopoe Advisors 54 Warren St Boston, MA 02119
61731xxxx4 inf*@h*************.com
Jed H Gilfoy-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx7 acm***********@m************.com
Merrill Lynch Financial Advisor Harrison G. Armstrong 100 Federal St, 17th Floor, Boston, MA 02110
61794xxxx8 ale*********@m*.com
Stephens Inc 175 Federal St Ste 900, Boston, MA 02110
61723xxxx0 aal***@s*******.com
Transocean Group Ltd 200 High St, Boston, MA 02110
61743xxxx0 aar*******@d********.com
Edward Jones - Financial Advisor: Marilyn J Gentilotti 460 Totten Pond Rd Ste 130 Waltham, MA 02451
78189xxxx8 a.j*********@e**********.com 85307
Ameriprise Financial Advisors - Miller, Allen & Associates 60 Walnut St Ste 101 Wellesley, MA 02481 78143xxxx2
Da Vinci Capital Management 799 Cambridge St, Cambridge, MA 02141
61735xxxx2 axx**********@d*******************.com
Aivc 1 Broadway 14fl, Cambridge, MA 02142 91783xxxx2
Boston Common Asset Management 200 State St 7th Floor, Boston, MA 02109
61772xxxx7 ado*****@b****************.com
Ballentine Partners 230 3rd Ave Ste 5 Waltham, MA 02451
78131xxxx0 aca********@b*****************.com 6
Thomas B Ames-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx3 acm***********@m************.com
Thomas H Lee Partners LP 100 Federal St Ste 3500, Boston, MA 02110
61722xxxx0 abe*******@t**.com 1.3 11
Citizens Bank 212 Elm St Somerville, MA 02145
61762xxxx8 aar*********@c***********.com 2.9 20 2.1 19
Med Tech Capital Inc 33 Broad St Ste 200, Boston, MA 02109 61797xxxx6
Scott A White, CPA 1266 Furnace Brook Pkwy Quincy, MA 02169
78184xxxx0 inf*@s************.com 5 5 5 2
Northwestern Mutual Life Insurance 1 Beacon St, Boston, MA 02108
61753xxxx2 a.-***********@n*****************.com 12 106059 16199
Heritage Fund I 800 Boylston St, Boston, MA 02199 61743xxxx8
Cornerstone Wealth Management 262 Beacon St Boston, MA 02116 61753xxxx0
Alpha One Capital Partners 125 Summer St Ste 1840, Boston, MA 02110
61733xxxx4 sla**@a**************.com
Samsung Ventures 260 Franklin St, Boston, MA 02110 61742xxxx0
Hamersley Partners 20 Park Plz, Boston, MA 02116
61794xxxx7 aph******@h****************.com
Edward Jones - Financial Advisor: Jeff Corrigan 48 Trapelo Rd Belmont, MA 02478
61748xxxx9 a.j*********@e**********.com 5
Private Wealth Management - Boston, MA - UBS Financial Services Inc. 200 Clarendon St 24th Fl, Boston, MA 02116
61724xxxx0 ade********@u**.com
Union Park Capital 200 Newbury St, Boston, MA 02116
85725xxxx1 ans*@u*********.com
Rose Park Advisors 1 Faneuil Hall Sq, Boston, MA 02109
61784xxxx5 aj@r***************.com
Daniel Wilson - Ameriprise Financial Advisor 275 Grove St Ste 1w-305 Auburndale, MA 02466
61750xxxx7 ale************@a***.com 38 5 1 2218 135
Edward Jones - Financial Advisor: Jason A Jani 419 Boylston St Ste 702 Boston, MA 02116
61726xxxx2 a.j*********@e**********.com
Edward Jones - Financial Advisor: Robert A Sacchetti 1110 Great Plain Ave Needham, MA 02492
78144xxxx9 a.j*********@e**********.com
Tax Credit Asset Management 30 Federal St, Boston, MA 02110
61754xxxx0 ach******@t*****.com 2.3 3
Penobscot Investment Mgmt Co 50 Congress St Ste 410, Boston, MA 02109
61722xxxx1 adm**@p********.com
Boston Trust 30 Court St, Boston, MA 02108
61772xxxx0 cli*********@b****************.com
SCS Financial 888 Boylston St, Boston, MA 02199
61720xxxx0 abu****@s***********.com 5 2
Landmark Partners 265 Franklin St # 18, Boston, MA 02110
86065xxxx0 abi*************@l***************.com
Nancy F Allen-Morgan Stanley 28 State St, Boston, MA 02109 61757xxxx2
Karmaxmar Corp 151 Tremont St, Boston, MA 02111 61742xxxx0
Robert Taylor - RBC Wealth Management Financial Advisor 53 State St Suite 3600, Boston, MA 02109
61772xxxx6 rbc*********@r**.com 14811 16000
Overture Capital Partners 155 Seaport Blvd Ste 1100, Boston, MA 02210 61752xxxx0
A Capital Management 41 Belvidere St, Boston, MA 02115 61758xxxx8
TD Ameritrade 185 Franklin St Ste 104 Boston, MA 02110
80066xxxx0 aam***********@t***********.com 3 2
McLaughlin Wealth Management Partners - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
61743xxxx1 abc***@u**.com 5.01
Eastern Asset Management 1 Marina Park Dr, Boston, MA 02210
78192xxxx0 aba****@e*********.com
Detwiler Fenton & Co 225 Franklin St Ste 2300, Boston, MA 02110
61745xxxx0 and**********@d*************.com 1 1
TD Wealth 200 State Street, 10th Floor, Boston, MA 02109
86623xxxx8 ada*********@t*****.com 845218 5644
BNY Mellon Wealth Management Boston MA 201 Washington St, Boston, MA 02108
61742xxxx8 jen***********@b********.com 3.5 6
The Cullen Wealth Management Group - UBS Financial Services Inc. 32nd and 33rd floors, One Post Office Square, Boston, MA 02109
61743xxxx8 abc***@u**.com
Josh Gregory - TIAA Wealth Management Advisor 225 Franklin St Suite 2310, Boston, MA 02110
87755xxxx2 acc******************@t***.org 90763 497
Edward Jones - Financial Advisor: Jonathan Schonberg 419 Boylston St Ste 702 Boston, MA 02116
61726xxxx2 a.j*********@e**********.com
Clearsky Date Securities Corp 100 Summer St, Boston, MA 02110
61732xxxx3 3a8*************************************@w*****************.com
Matthew Taussig-Morgan Stanley 28 State St, Boston, MA 02109
61747xxxx5 acm***********@m************.com
Capstone Partners 176 Federal St, Boston, MA 02110
61761xxxx0 bba*****@c*****************.com
Garon Financial 233 Needham St Ste 300 Newton, MA 02464
61745xxxx0 dom****@a***********.com
Laird, Peter 1 Post Office Sq, Boston, MA 02109
61743xxxx6 abc***@u**.com
Edelstein Wealth Management LLC 160 Federal St 9th floor, Boston, MA 02110 61722xxxx1
Hall, Daniel 60 State St, Boston, MA 02109
61745xxxx0 dah***@a***.com
R W Preasprich 175 Federal St, Boston, MA 02110
61748xxxx2 aza***@p*********.com 1 1
The Condron Team-Morgan Stanley 28 State St, Boston, MA 02109
61775xxxx5 acm***********@m************.com
The Greater Boston Group-Morgan Stanley 28 State St, Boston, MA 02109
61758xxxx8 acm***********@m************.com