Commonwealth Equity Services LLC

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CAFR Data
Commonwealth Equity Services LLC
CRD #8032
SEC #801-41541
CIK #1333978, 312272
AUM $85.2 BB (98% Disc, 100% US)
Employees3,350 (72% Investors, 75% Brokers)
Phone781-736-0700
Address29 Sawyer Road
Waltham, MA 02453-3483
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
907254361802000200620132020
Sector Holding Cap ($MM) Value ($MM)
VEA460.2
AAPL843,560.0458.8
VTI406.7
IVV331.9
IWF306.8
SPY272.7
IWD266.7
AMZN820,610.0225.4
QQQ209.5
MSFT865,660.0194.2
View All
Holdings by Sector ($)
2016128402016201720182020
Comparable Firms State AUM ($BB)
Raymond James Financial Services Advisors Inc
FL 117.6
First Trust Advisors LP
IL 113.4
Voya Investment Management Co LLC
NY 108.2
SageView Advisory Group LLC
CA 101.5
Evergreen Investment Management Co
MA 96.3
BOFA Advisors LLC
MA 94.1
Allianz Global Investors Europe GmbH
59.5
Voya Investment Management LLC
GA 59.4
Record Currency Management Limited
57.3
Fiera Sceptre Inc
57.0
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