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| Happy Holidays!! thanks for using AUM13F!! |
| RBC Capital Markets LLC
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| CRD # | 31194 |
| SEC # | 801-13059 |
| CIK # | 0000050916 |
| AUM | $260.0 B (2025-06-27) |
| Employees | 8,476 (67% Investors, 73% Brokers) |
| Phone | 212-858-7000 |
| Address | 200 Vesey St New York, NY 10281 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 19.5 | ||
| Nvidia Corp | 16.5 | ||
| Amazon Com Inc | 12.6 | ||
| Apple Inc | 12.6 | ||
| Toronto Dominion Bank | 10.9 | ||
| Royal Bank of Canada | 9.7 | ||
| Bank of Montreal /Can/ | 7.9 | ||
| Bank of Nova Scotia | 7.0 | ||
| J P Morgan Chase & Co | 6.8 | ||
| Transcanada Corp | 6.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273,853 | 160.5 |
| (b) Individuals (high net worth individuals) | 11,746 | 72.9 |
| (c) Banking or thrift institutions | 7 | 0.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 0.6 |
| (g) Pension and profit sharing plans | 2,400 | 3.1 |
| (h) Charitable organizations | 2,335 | 9.7 |
| (i) State or municipal government entities | 227 | 1.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 112 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3,005 | 11.6 |
| (n) Other | 0 | 0.0 |
| Total | 477,674 | 260.0 |
| By Discretionary | ||
| Discretionary | 386,303 | 196.9 |
| Non-Discretionary | 91,371 | 63.0 |
| Total | 477,674 | 260.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 258.6 | |
| Total | 477,674 | 260.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000050916] | |
| 4 | [0000050916] | |
| SC 13G | [0000050916] |
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|---|---|---|
|
Mitsubishi UFJ Trust and Banking Corporation
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384.0 | |
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Raymond James Financial Services Advisors Inc
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FL | 344.9 |
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Financial Engines Advisors LLC
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CA | 292.9 |
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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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CA | 238.6 |
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Commonwealth Equity Services LLC
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MA | 209.7 |
|
Osaic Wealth Inc
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AZ | 200.3 |
|
Cetera Investment Advisers LLC
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|
IL | 163.8 |
|
Corient Private Wealth LLC
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|
FL | 143.6 |
|
Cambridge Investment Research Advisors Inc
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|
IA | 102.4 |