Financial Sector
Investment Services Industry 
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Data by Company within Investment Services Industry
|
| |
Marketcap |
Revenues (TTM) |
Net Income (TTM) |
Employees |
| Company |
(Millions) |
(Millions) |
(Millions) |
Number |
| Alliancebernstein Holding L p |
$ 4,331 |
$ 2,930 |
$ 774 |
3,600 |
| Associated Capital Group Inc |
$ 826 |
$ 195 |
$ 116 |
72 |
| Altimmune Inc |
$ 622 |
$ 7 |
$ -60 |
- |
| Ameriprise Financial Inc |
$ 28,888 |
$ 12,287 |
$ -65 |
12,209 |
| Td ameritrade Holding Corporation |
$ 21,704 |
$ 8,214 |
$ 1,944 |
5,690 |
| Artisan Partners Asset Management Inc |
$ 2,854 |
$ 990 |
$ 369 |
370 |
| Apollo Global Management Inc |
$ 13,195 |
$ 6,118 |
$ 4,269 |
945 |
| Ares Management Corporation |
$ 9,360 |
$ 3,057 |
$ 765 |
870 |
| Asia Select Acquisition Iii Corp |
- |
- |
$ 0 |
- |
| American Tax Credit Properties Iii Lp |
- |
$ 0 |
$ 0 |
1 |
| American Tax Credit Properties Ii L P |
- |
- |
$ 0 |
1 |
| American Tax Credit Trust Series I |
- |
$ 0 |
$ 1 |
1 |
| Federated Hermes Inc |
$ 3,251 |
$ 1,469 |
$ 347 |
- |
| Franklin Resources Inc |
$ 16,216 |
$ 6,887 |
$ 1,260 |
9,300 |
| Bgc Partners Inc |
$ 2,104 |
$ 2,145 |
$ 145 |
7,841 |
| The Bank Of New York Mellon Corporation |
$ 42,706 |
$ 15,415 |
$ 3,596 |
50,300 |
| Bkf Capital Group Inc |
- |
- |
$ 0 |
- |
| Boldface Group, Inc. |
- |
- |
$ 0 |
- |
| Blackrock Inc |
$ 129,734 |
$ 18,053 |
$ 5,932 |
13,000 |
| United States Brent Oil Fund Lp |
$ 490 |
$ 0 |
$ 275 |
11 |
| Bthc Xv, Inc. |
- |
- |
$ 0 |
- |
| The Blackstone Group Inc |
$ 68,421 |
$ 14,477 |
$ 8,240 |
2,060 |
| Cboe Global Markets inc |
$ 12,181 |
$ 3,516 |
$ 448 |
564 |
| Nuveen Diversified Commodity Fund |
- |
- |
$ 0 |
1 |
| Carlyle Group Inc |
$ 15,913 |
$ 6,118 |
$ 1,983 |
1,700 |
| China Topreach Inc. |
- |
- |
$ 0 |
- |
| China Vantagepoint Acquisition Co |
- |
- |
$ 0 |
- |
| China Dredging Group Co., Ltd. |
- |
- |
$ 0 |
- |
| Calamos Asset Management, Inc. |
- |
- |
$ 0 |
348 |
| Ishares Commodity Optimized Trust |
$ 13 |
$ 0 |
$ 0 |
1 |
| Cme Group Inc |
$ 75,606 |
$ 4,615 |
$ -192 |
2,680 |
| Cohen and Steers Inc |
$ 3,773 |
$ 465 |
$ 120 |
275 |
| Twelve Seas Investment Co |
$ 258 |
- |
$ 1 |
- |
| Cowen Inc |
$ 1,293 |
$ 2,064 |
$ 431 |
769 |
| Counsel Rb Capital Inc. |
- |
- |
$ 0 |
- |
| Crown Equity Holdings Inc |
$ 25 |
$ 0 |
$ -1 |
- |
| Credit Suisse Group Ag |
$ 25,607 |
$ 22,389 |
$ 2,666 |
48,200 |
| Global Arena Holding, Inc. |
- |
- |
$ 0 |
- |
| Nuveen Long |
- |
- |
$ 0 |
1 |
| Crexus Investment Corp. |
- |
- |
$ 0 |
- |
| Invesco Db Agriculture Fund |
- |
$ 26 |
$ 113 |
1 |
| Invesco Db Base Metals Fund |
- |
- |
$ 57 |
1 |
| Invesco Db Commodity Index Tracking Fund |
- |
- |
$ 426 |
1 |
| Invesco Db Energy Fund |
- |
- |
$ 31 |
1 |
| Invesco Db Oil Fund |
- |
$ 165 |
$ 276 |
1 |
| Invesco Db Precious Metals Fund |
- |
$ 40 |
$ 23 |
1 |
| Invesco Db Silver Fund |
- |
$ 1 |
$ 7 |
1 |
| Invesco Db G10 Currency Harvest fund |
- |
$ 2 |
$ 2 |
1 |
| Mentor Capital Inc |
$ 3 |
$ 5 |
$ -1 |
- |
| Invesco Db Gold Fund |
- |
$ 21 |
$ 11 |
1 |
| Diamond Hill Investment Group Inc |
$ 536 |
$ 168 |
$ 55 |
126 |
| Diversinet Corp |
- |
- |
$ 0 |
- |
| United States Short Oil Fund, Lp |
$ 9 |
- |
$ -3 |
1 |
| Edelman Financial Group Inc. |
- |
- |
$ 0 |
- |
| Sprott Physical Platinum and Palladium Trust |
$ 154 |
$ 5 |
$ 0 |
- |
| Jefferies Financial Group Inc |
$ 8,031 |
$ 7,164 |
$ 1,345 |
- |
| E trade Financial Corporation |
$ 10,921 |
$ 2,869 |
$ 823 |
3,221 |
| Eaton Vance Corp |
$ 9,130 |
$ 1,730 |
$ 133 |
1,473 |
| Evercore Inc |
$ 5,692 |
$ 2,519 |
$ 539 |
1,400 |
| Eztd Inc |
- |
- |
$ 0 |
161 |
| Fbr & Co. |
- |
$ 132 |
$ -59 |
303 |
| Fortress Investment Group Llc |
$ 3,960 |
$ 1,438 |
$ 638 |
3,325 |
| Financial Engines, Inc. |
$ 2,900 |
$ 520 |
$ 52 |
527 |
| Futures Portfolio Fund L p |
$ 1 |
$ 39 |
$ 14 |
1 |
| First Industrial Lp |
- |
$ 534 |
$ 21 |
- |
| Fifth Street Asset Management Inc. |
$ 0 |
$ 49 |
$ -29 |
70 |
| Invesco Currencyshares Australian Dollar Trust |
$ 154 |
$ 1 |
$ -1 |
1 |
| Invesco Currencyshares British Pound sterling Trus |
$ 146 |
$ 0 |
$ -1 |
1 |
| Invesco Currencyshares Canadian Dollar Trust |
$ 176 |
$ 1 |
$ -1 |
1 |
| Invesco Currencyshares Chinese Renminbi Trust |
$ 3 |
$ 0 |
$ 0 |
1 |
| Invesco Currencyshares Euro Trust |
$ 329 |
- |
$ -3 |
1 |
| Invesco Currencyshares Swiss Franc Trust |
$ 298 |
- |
$ -3 |
1 |
| Invesco Currencyshares Swedish Krona Trust |
$ 14 |
- |
$ 0 |
1 |
| Invesco Currencyshares Singapore Dollar Trust |
$ 4 |
$ 0 |
$ 0 |
1 |
| Invesco Currencyshares Japanese Yen Trust |
$ 216 |
- |
$ -1 |
1 |
| Wedbush ETFMG Video Game Tech |
- |
- |
$ 0 |
217 |
| Gamco Investors Inc Et Al |
$ 639 |
$ 245 |
$ 55 |
168 |
| Gain Capital Holdings Inc |
$ 227 |
$ 383 |
$ 45 |
772 |
| Wisdomtree Continuous Commodity Index Master Fund |
- |
- |
$ -3 |
1 |
| Global Cornerstone Holdings Ltd |
- |
- |
$ 0 |
- |
| Greenhill and Co Inc |
$ 346 |
$ 314 |
$ 41 |
350 |
| Global Brokerage, Inc. |
$ 0 |
- |
$ 0 |
- |
| Spdr Gold Trust |
$ 63,381 |
- |
$ 2,379 |
1 |
| U S Global Investors Inc |
$ 91 |
$ 55 |
$ 34 |
40 |
| The Goldman Sachs Group Inc |
$ 125,893 |
$ 51,430 |
$ 15,082 |
34,000 |
| Ishares S and p Gsci Commodity indexed Trust |
$ 1,168 |
$ 4 |
$ -170 |
1 |
| Hk Graphene Technology Corp |
- |
- |
$ 0 |
- |
| Intercore Energy, Inc. |
- |
- |
$ 0 |
- |
| Houlihan Lokey Inc |
$ 5,254 |
$ 3,051 |
$ 187 |
400 |
| Hennessy Advisors Inc |
$ 69 |
$ 30 |
$ 7 |
21 |
| Hpil Holding |
$ 0 |
$ 0 |
$ -9 |
- |
| Zais Group Holdings, Inc. |
- |
- |
$ 0 |
- |
| Ishares Gold Trust |
$ 58,758 |
$ 546 |
$ 1,394 |
1 |
| Intervest Bancshares Corp |
- |
- |
$ 0 |
- |
| Interactive Brokers Group inc |
$ 5,805 |
$ 2,512 |
$ 1,385 |
1,087 |
| Icon Leasing Fund Twelve, Llc |
- |
$ 3 |
$ -43 |
- |
| Intercontinental Exchange Inc |
$ 63,709 |
$ 8,562 |
$ 2,100 |
2,902 |
| Investors Capital Holdings Ltd |
- |
- |
$ 0 |
- |
| Intercore Energy, Inc. |
- |
- |
$ 0 |
- |
| Icon Eci Fund Sixteen |
- |
$ 1 |
$ 0 |
- |
| Indo Global Exchange(s) Pte, Ltd. |
- |
- |
$ 0 |
1 |
| Immobiliare Global Investments, Inc. |
- |
- |
$ 0 |
- |
| Invesco Ltd |
$ 12,120 |
$ 6,305 |
$ 1,059 |
6,264 |
| Jmp Group Llc |
$ 125 |
$ 149 |
$ 8 |
247 |
| Janus Capital Group Inc |
$ 2,629 |
$ 1,522 |
$ 122 |
1,209 |
| Kbs Real Estate Investment Trust Ii Inc |
- |
$ 112 |
$ 2 |
- |
| Kcg Holdings, Inc. |
$ 1,353 |
$ 1,364 |
$ 222 |
1,006 |
| Kkr and co inc |
$ 35,012 |
$ 9,795 |
$ 13,261 |
1,196 |
| Lazard Ltd |
$ 5,038 |
$ 2,769 |
$ 435 |
2,610 |
| Legg Mason Inc |
$ 523 |
$ 2,883 |
$ 304 |
2,979 |
| Lpl Financial Holdings Inc |
$ 10,987 |
$ 6,116 |
$ 447 |
3,410 |
| Angstron Holdings Corp |
- |
- |
$ 0 |
- |
| Hk International Group, Inc. |
- |
- |
$ 0 |
- |
| Ladenburg Thalmann Financial Services Inc |
$ 501 |
$ 1,469 |
$ 23 |
1,307 |
| Moelis and Co |
$ 3,510 |
$ 1,053 |
$ 264 |
660 |
| Merrill Lynch & Co., Inc. |
- |
- |
$ 0 |
- |
| Merriman Holdings, Inc |
- |
- |
$ 0 |
31 |
| Mgt Capital Investments Inc |
- |
$ 1 |
$ -3 |
- |
| Marketaxess Holdings Inc |
$ 17,152 |
$ 717 |
$ 305 |
342 |
| Manning and Napier Inc |
$ 161 |
$ 134 |
$ 19 |
474 |
| Blue Wolf Mongolia Holdings Corp. |
- |
- |
$ 0 |
- |
| Morningstar inc |
$ 10,499 |
$ 1,298 |
$ 255 |
3,930 |
| Morgan Stanley |
$ 152,876 |
$ 54,430 |
$ 13,567 |
55,802 |
| Boldface Group, Inc. |
- |
- |
$ 0 |
- |
| My Group, Inc. |
- |
- |
$ 0 |
- |
| National Holdings Corp |
$ 44 |
$ 247 |
$ -6 |
1,152 |
| Noah Holdings Ltd |
$ 1,458 |
$ 1,032 |
$ -114 |
2,688 |
| Brightsphere Investment Group Plc |
$ 1,501 |
$ 886 |
$ 137 |
1,163 |
| Oppenheimer Holdings Inc |
$ 652 |
$ 1,149 |
$ 80 |
3,290 |
| Vaneck Merk Gold Trust |
- |
- |
$ -10 |
- |
| Prime Acquisition Corp |
- |
- |
$ 0 |
- |
| Prime Global Capital Group Inc |
$ 251 |
$ 2 |
$ 0 |
13 |
| Pjt Partners Inc |
$ 2,998 |
$ 1,059 |
$ 224 |
353 |
| Sculptor Capital Management Inc |
$ 996 |
$ 941 |
$ 169 |
- |
| Pzena Investment Management Inc |
$ 878 |
$ 164 |
$ 76 |
88 |
| Q Lotus Holdings Inc |
- |
- |
$ 0 |
- |
| Rcs Capital Corp |
- |
- |
$ 0 |
1,942 |
| B Riley Financial Inc |
$ 1,955 |
$ 1,503 |
$ 560 |
217 |
| Etf Managers Group Commodity Trust I |
- |
$ 7 |
$ 6 |
- |
| Royale Globe Holding Inc. |
- |
- |
$ 0 |
- |
| Silvercrest Asset Management Group Inc |
$ 147 |
$ 112 |
$ 12 |
109 |
| Schwab Charles Corp |
$ 132,118 |
$ 13,789 |
$ 3,988 |
13,800 |
| Sei Investments Company |
$ 8,811 |
$ 1,848 |
$ 468 |
2,969 |
| Seneca Global Fund, L.p. |
- |
- |
$ 0 |
1 |
| Stifel Financial Corp |
$ 7,140 |
$ 4,030 |
$ 590 |
7,100 |
| Safeguard Scientifics Inc |
$ 145 |
$ 8 |
$ -4 |
30 |
| Real Industry, Inc. |
- |
$ 683 |
$ -97 |
- |
| Siebert Financial Corp |
$ 137 |
$ 59 |
$ 5 |
43 |
| Ishares Silver Trust |
$ 15,327 |
$ 1,523 |
$ 1,864 |
1 |
| Arboretum Silverleaf Income Fund L p |
- |
$ 4 |
$ -2 |
- |
| Susquehanna Bancshares Inc |
- |
- |
$ 0 |
- |
| Trio Merger Corp. |
- |
- |
$ 0 |
- |
| Wisdomtree Coal Fund |
- |
- |
$ 0 |
1 |
| Trio Merger Corp. |
- |
- |
$ 0 |
- |
| Price T Rowe Group Inc |
$ 44,921 |
$ 6,571 |
$ 3,122 |
5,870 |
| Invesco Db Us Dollar Index Bearish Fund |
- |
$ 3 |
$ 2 |
1 |
| United States Gasoline Fund Lp |
$ 115 |
$ 91 |
$ 90 |
1 |
| United States Diesel-heating Oil Fund, Lp |
$ 7 |
$ 1 |
$ 1 |
1 |
| United States Natural Gas Fund Lp |
$ 794 |
- |
$ -41 |
1 |
| United States 12 month Natural Gas Fund Lp |
$ 6 |
$ 0 |
$ 0 |
1 |
| United States Commodity Index Funds Trust |
$ 306 |
$ 51 |
$ -80 |
1 |
| United States 12 month Oil Fund Lp |
$ 281 |
$ 177 |
$ 175 |
1 |
| United States Oil Fund Lp |
$ 4,760 |
$ 465 |
$ 434 |
1 |
| Invesco Db Us Dollar Index Bullish fund |
- |
- |
$ -41 |
1 |
| Value Line Inc |
$ 288 |
$ 42 |
$ 19 |
178 |
| Virtu Financial inc |
$ 3,544 |
$ 3,248 |
$ 1,142 |
148 |
| Viking Energy Group Inc |
$ 35 |
$ 16 |
$ -52 |
5 |
| Virtus Investment Partners Inc |
$ 2,123 |
$ 740 |
$ 110 |
426 |
| Waddell and Reed Financial Inc |
$ 1,561 |
$ 1,081 |
$ 54 |
1,691 |
| Wisdomtree Investments Inc |
$ 998 |
$ 261 |
$ -12 |
177 |
| Westwood Holdings Group Inc |
$ 149 |
$ 66 |
$ -8 |
168 |
| Wright Investors Service Holdings Inc |
$ 284 |
$ 5 |
$ -745 |
28 |
| Woodstock Holdings Inc. |
- |
- |
$ 0 |
- |
| Atel Cash Distribution Fund Vi Lp |
- |
- |
$ 0 |
- |
| Yayi International Inc |
- |
- |
$ 0 |
- |
| Zais Group Holdings, Inc. |
$ 88 |
$ 31 |
$ -1 |
77 |
| Kura Oncology, Inc. |
- |
- |
$ 0 |
- |
| Inland Land Appreciation Fund Ii Lp |
- |
- |
$ 0 |
- |
| Doughertys Pharmacy, Inc. |
- |
$ 34 |
$ -4 |
- |
| Cohen and Co Inc |
$ 102 |
$ 215 |
$ 117 |
- |
| Aberdeen Standard Precious Metals Basket Etf Trust |
$ 857 |
- |
$ 55 |
- |
| Aberdeen Standard Platinum Etf Trust |
$ 1,327 |
- |
$ 92 |
- |
| Aberdeen Standard Palladium Etf Trust |
$ 382 |
- |
$ 104 |
- |
| Aberdeen Standard Gold Etf Trust |
$ 2,468 |
- |
$ 88 |
- |
| Aberdeen Standard Silver Etf Trust |
$ 924 |
- |
$ 79 |
- |
| Graniteshares Gold Trust |
$ 1,064 |
$ 50 |
$ 24 |
- |
| Morgan Stanley Smith Barney Spectrum Strategic Lp |
- |
- |
$ 0 |
- |
| Morgan Stanley Smith Barney Spectrum Select Lp |
- |
$ 9 |
$ 3 |
- |
| Managed Futures Premier Graham L p |
- |
- |
$ -4 |
- |
| Morgan Stanley Smith Barney Charter Aspect L.p. |
- |
- |
$ -1 |
- |
| Medley Llc |
- |
$ 33 |
$ -19 |
- |
| Stonex Group Inc |
$ 1,238 |
$ 55,517 |
$ 212 |
- |
| Dragon Victory International Ltd |
$ 19 |
$ 0 |
$ -1 |
- |
| Waterside Capital Corp |
$ 1 |
- |
$ 0 |
- |
| Graniteshares Platinum Trust |
$ 30 |
- |
$ 7 |
- |
| Metaurus Equity Component Trust |
- |
$ 0 |
$ 6 |
- |
| Unifunds Ltd |
- |
- |
$ 0 |
- |
| Raymond James Financial Inc |
$ 17,517 |
$ 8,666 |
$ 1,048 |
- |
| Janus Henderson Group Plc |
$ 5,889 |
$ 2,497 |
$ 616 |
- |
| Affiliated Managers Group inc |
$ 6,746 |
$ 2,201 |
$ 601 |
- |
| Hamilton Lane Incorporated |
$ 3,709 |
$ 376 |
$ 169 |
- |
| Brightsphereinvestment Group Inc |
$ 1,867 |
$ 671 |
$ 150 |
- |
| Assetmark Financial Holdings Inc |
$ 1,841 |
$ 436 |
$ -19 |
- |
| World Gold Trust |
$ 3,974 |
- |
$ -95 |
- |
| Focus Financial Partners Inc |
$ 2,803 |
$ 1,419 |
$ 17 |
- |
| Victory Capital Holdings Inc |
$ 2,233 |
$ 794 |
$ 221 |
- |
| General Cannabis Corp |
- |
- |
$ 415 |
- |
| Piper Sandler Companies |
$ 2,044 |
$ 1,444 |
$ 137 |
- |
| Grayscale Bitcoin Trust btc |
- |
$ 154 |
$ 0 |
- |
| Cf Finance Acquisition Corp |
$ 280 |
- |
$ 0 |
- |
| Freedom Holding Corp |
$ 3,547 |
$ 256 |
$ 96 |
- |
| Oaktree Capital Group Llc |
- |
$ 932 |
$ 1,030 |
- |
| Stepstone Group Inc |
$ 1,118 |
- |
$ 0 |
- |
| Altimar Acquisition Corp |
$ 275 |
- |
$ 0 |
- |
| Lvpai Group Ltd |
- |
- |
$ 0 |
- |
| C3 ai Inc |
$ 4,063 |
- |
$ 0 |
- |
| Investment Services Industry |
$ 1,401,012 |
$ 423,042 |
$ 107,858 |
336,602 |
| Earnings |
|
Earnings |
|
Earnings |
|
Earnings Outlook increase
In the current quarter, none of the companies within Investment Services Industry, who provide earning per share guidance, have increased their earnings estimates for the current fiscal year. CSIMarket tracks only earnings expectations provided by the Companies. |
Earnings Guidance unchanged
In the same quarter, none of those companies, who issued earnings outlook, has reiterated its earnings estimates within the Investment Services Industry. |
Earnings Estimates
decrease
There were no decreases in earnings estimates within Investment Services Industry |
|
Expected
Eps Growth |
|
|
Eps
Expectation Revision |
|
 |
% Industry
Expected EPS Growth |
|
Total Ranking # Within Sector # |
|
|
|
% Industry
Earnings Outlook Revision |
|
Total Ranking # Within Sector # |
|
|
|
Revenue |
|
Revenue |
|
Revenue |
Sales Forecast increase
Within Investment Services Industry there were no increases of sales guidance. |
Sales Expectations unchanged
Within Investment Services Industry nobody has reiterated its revenue outlook for the current fiscal year. |
Sales Outlook decrease
In Investment Services Industry, there were no sales guidance decreases |
|
Expected
Revenue Growth |
|
|
Revenue
Expectation Revision |
|
|
|
% Industry
Expected Revenue Growth |
|
Total Ranking # Within Sector # |
|
|
|
% Industry
Revenue Outlook Revision |
|
Total Ranking # Within Sector # |
|
|
|
| Investment Services Industry Operating Statistics |
Y/Y |
Q/Q |
| Equity Assets under Mgmt. (Millions $) |
- |
- |
| Assets in Brokarage client accounts (Millions $) |
- |
- |
| Brokarage Accounts (thousands) |
- |
- |
| Total Assets under Mgmt. (Millions $) |
- |
- |
| Money market Assets under Mgmt. (Millions $) |
- |
- |
| Fixed-income Assets under Mgmt. (Millions $) |
- |
- |
| |
|
|
| Investment Services Industry Operating Statistics |
Y/Y |
Q/Q |
| Brokarage Daily Average Revenue Trades (thousands) |
|
|
|
| Brokarage Avg. Commission per Trade ($) |
$ |
|
|
| |
|
|
|
| Asset Management Segment |
| Revenues |
Income |
|
46.49% |
74.39% |
- |
359.55% |
| Y/Y |
Q/Q |
Y/Y |
Q/Q |
| Retail Brokerage Segment |
| Revenues |
Income |
|
- |
- |
- |
- |
| Y/Y |
Q/Q |
Y/Y |
Q/Q |
| Institutional Brokerage Segment |
| Revenues |
Income |
|
-47.28% |
- |
-76.78% |
- |
| Y/Y |
Q/Q |
Y/Y |
Q/Q |
| Investment Banking Segment |
| Revenues |
Income |
|
- |
- |
- |
- |
| Y/Y |
Q/Q |
Y/Y |
Q/Q |
|
|
