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| Happy Holidays!! thanks for using AUM13F!! |
| Commonwealth Equity Services LLC
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| CRD # | 8032 |
| SEC # | 801-41541 |
| CIK # | 0001333978, 0000312272 |
| AUM | $209.7 B (2025-04-23) |
| Employees | 4,850 (65% Investors, 63% Brokers) |
| Phone | 781-736-0700 |
| Address | 29 Sawyer Road Waltham, MA 02453-3483 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Eaton Vance Tax-Managed Buy-Write Income Fund | 0.0 | ||
| Smurfit Westrock Ltd | 0.0 | ||
| Southern Copper Corp/ | 0.0 | ||
| Coupang Inc | 0.0 | ||
| Humana Inc | 0.0 | ||
| Tekla World Healthcare Fund | 0.0 | ||
| Nordson Corp | 0.0 | ||
| Comfort Systems USA Inc | 0.0 | ||
| Enphase Energy Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 355,350 | 100.8 |
| (b) Individuals (high net worth individuals) | 39,000 | 98.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1,490 | 1.9 |
| (h) Charitable organizations | 490 | 1.2 |
| (i) State or municipal government entities | 300 | 2.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2,820 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 671,650 | 209.7 |
| By Discretionary | ||
| Discretionary | 649,376 | 203.3 |
| Non-Discretionary | 22,274 | 6.5 |
| Total | 671,650 | 209.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 209.2 | |
| Total | 671,650 | 209.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000312272] | |
| SC 13G | [0000312272] | |
| 13F-HR | [0001333978] | |
| SC 13G | [0001333978] |
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|---|---|---|
|
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CA | 292.9 |
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NY | 260.0 |
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Voya Investment Management Co LLC
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NY | 253.8 |
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SageView Advisory Group LLC
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Osaic Wealth Inc
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AZ | 200.3 |
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Cetera Investment Advisers LLC
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IL | 163.8 |
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Corient Private Wealth LLC
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FL | 143.6 |
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Cambridge Investment Research Advisors Inc
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IA | 102.4 |
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Janney Montgomery Scott LLC
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PA | 100.8 |
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Record Currency Management Limited
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100.6 |