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| Happy Holidays!! thanks for using AUM13F!! |
| Newedge Advisors LLC
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| CRD # | 171351 |
| SEC # | 801-79876 |
| CIK # | 0001633516 |
| AUM | $27.4 B (2025-07-29) |
| Employees | 768 (61% Investors, 38% Brokers) |
| Phone | 504-459-4391 |
| Address | 858 Camp Street New Orleans, LA 70130 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001633516 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.5 | ||
| Apple Inc | 0.5 | ||
| Nvidia Corp | 0.5 | ||
| Amazon Com Inc | 0.3 | ||
| Broadcom Inc | 0.3 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Facebook Inc | 0.2 | ||
| VISA Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30,808 | 8.4 |
| (b) Individuals (high net worth individuals) | 11,252 | 17.1 |
| (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 | 254 | 0.3 |
| (h) Charitable organizations | 142 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 489 | 1.3 |
| (n) Other | 1 | 0.0 |
| Total | 82,407 | 27.4 |
| By Discretionary | ||
| Discretionary | 81,330 | 26.7 |
| Non-Discretionary | 1,077 | 0.7 |
| Total | 82,407 | 27.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 27.4 | |
| Total | 82,407 | 27.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001633516] |
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|---|---|---|
|
Prime Capital Investment Advisors LLC
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KS | 30.1 |
|
Focus Partners Advisor Solutions LLC
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MO | 29.9 |
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IL | 29.6 |
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Addenda Capital Inc
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26.2 | |
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Capital Advisors Group Inc
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Goldman Sachs Wealth Services LP
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NY | 26.0 |
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Eagle Strategies LLC
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NY | 25.4 |
|
Allworth Financial LP
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CA | 25.1 |
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Clearstead Advisors LLC
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OH | 24.3 |