Financial Sector
Investment Services Industry 
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Data by Company within Investment Services Industry
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| |
Marketcap |
Revenues (TTM) |
Net Income (TTM) |
Employees |
| Company |
(Millions) |
(Millions) |
(Millions) |
Number |
| Blackrock Inc |
$ 65,922 |
$ 14,978 |
$ 4,526 |
13,000 |
| Cme Group Inc |
$ 64,878 |
$ 4,868 |
$ 0 |
2,680 |
| Morgan Stanley |
$ 58,565 |
$ 41,419 |
$ 9,237 |
55,802 |
| Goldman Sachs Group Inc |
$ 57,585 |
$ 35,481 |
$ 8,466 |
34,000 |
| Intercontinental Exchange Inc |
$ 47,567 |
$ 6,582 |
$ 1,960 |
2,902 |
| Spdr Gold Trust |
$ 47,037 |
- |
$ 5,985 |
1 |
| Schwab Charles Corp |
$ 45,514 |
$ 10,721 |
$ 3,704 |
13,800 |
| The Bank Of New York Mellon Corporation |
$ 31,944 |
$ 16,431 |
$ 4,467 |
50,300 |
| Blackstone Group Inc |
$ 28,361 |
$ 7,338 |
$ 3,866 |
2,060 |
| Price T Rowe Group Inc |
$ 23,853 |
$ 5,528 |
$ 1,939 |
5,870 |
| Credit Suisse Group Ag |
$ 21,459 |
$ 22,484 |
$ 3,425 |
48,200 |
| Td ameritrade Holding Corporation |
$ 18,902 |
$ 8,122 |
$ 1,983 |
5,690 |
| Ishares Gold Trust |
$ 18,346 |
$ 66 |
$ 2,276 |
1 |
| Marketaxess Holdings Inc |
$ 14,750 |
$ 519 |
$ 205 |
342 |
| Ameriprise Financial Inc |
$ 13,337 |
$ 13,103 |
$ 1,893 |
12,209 |
| Kkr and co inc |
$ 12,588 |
$ 4,221 |
$ 4,640 |
1,196 |
| Alliancebernstein l p |
$ 10,721 |
$ 3,576 |
$ 782 |
3,600 |
| Cboe Global Markets Inc |
$ 10,037 |
$ 2,496 |
$ 372 |
564 |
| E trade Financial Corporation |
$ 8,364 |
$ 2,886 |
$ 955 |
3,221 |
| Franklin Resources Inc |
$ 8,292 |
$ 5,776 |
$ 1,294 |
9,300 |
| Raymond James Financial Inc |
$ 8,140 |
$ 8,026 |
$ 1,029 |
- |
| Apollo Global Management Inc |
$ 7,244 |
$ 2,932 |
$ 1,537 |
945 |
| Sei Investments Company |
$ 6,774 |
$ 1,822 |
$ 501 |
2,969 |
| Federated Hermes Inc |
$ 5,373 |
- |
$ 0 |
- |
| Ishares Silver Trust |
$ 5,321 |
- |
$ 902 |
1 |
| Morningstar inc |
$ 4,811 |
$ 1,179 |
$ 152 |
3,930 |
| Legg Mason Inc |
$ 4,409 |
$ 2,895 |
$ 151 |
2,979 |
| Lpl Financial Holdings Inc |
$ 4,017 |
$ 5,625 |
$ 560 |
3,410 |
| Invesco Ltd |
$ 3,972 |
$ 6,202 |
$ 738 |
6,264 |
| Fortress Investment Group Llc |
$ 3,960 |
$ 1,438 |
$ 638 |
3,325 |
| Houlihan Lokey Inc |
$ 3,809 |
$ 1,148 |
$ 170 |
400 |
| Ares Management Corporation |
$ 3,758 |
$ 418 |
$ 373 |
870 |
| Eaton Vance Corp |
$ 3,474 |
$ 1,729 |
$ 453 |
1,473 |
| Interactive Brokers Group inc |
$ 3,303 |
$ 2,580 |
$ 1,089 |
1,087 |
| Janus Henderson Group Plc |
$ 3,203 |
- |
$ 0 |
- |
| Associated Capital Group Inc |
$ 2,984 |
$ 67 |
$ 9 |
72 |
| Financial Engines, Inc. |
$ 2,900 |
$ 520 |
$ 52 |
527 |
| Stifel Financial Corp |
$ 2,737 |
$ 3,515 |
$ 450 |
7,100 |
| Affiliated Managers Group inc |
$ 2,718 |
$ 1,902 |
$ 305 |
- |
| Janus Capital Group Inc |
$ 2,629 |
$ 1,522 |
$ 122 |
1,209 |
| Virtu Financial Inc |
$ 2,571 |
$ 1,477 |
$ 94 |
148 |
| Carlyle Group Inc |
$ 2,564 |
$ 3,377 |
$ 1,184 |
1,700 |
| Lazard Ltd |
$ 2,197 |
$ 2,730 |
$ 303 |
2,610 |
| Piper Sandler Companies |
$ 2,017 |
- |
$ 0 |
- |
| Evercore Inc |
$ 2,009 |
$ 2,029 |
$ 354 |
1,400 |
| Artisan Partners Asset Management Inc |
$ 1,995 |
$ 805 |
$ 241 |
370 |
| Cohen and Steers Inc |
$ 1,886 |
$ 436 |
$ 147 |
275 |
| United States Oil Fund Lp |
$ 1,664 |
$ 485 |
$ 473 |
1 |
| Moelis and Co |
$ 1,656 |
$ 766 |
$ 165 |
660 |
| Brightsphere Investment Group Plc |
$ 1,501 |
$ 886 |
$ 137 |
1,163 |
| Hamilton Lane Inc |
$ 1,441 |
- |
$ 0 |
- |
| Kcg Holdings, Inc. |
$ 1,353 |
$ 1,364 |
$ 222 |
1,006 |
| Sculptor Capital Management Inc |
$ 1,340 |
- |
$ 0 |
- |
| Assetmark Financial Holdings Inc |
$ 1,210 |
- |
$ 0 |
- |
| World Gold Trust |
$ 1,205 |
- |
$ 140 |
- |
| Pjt Partners Inc |
$ 1,091 |
$ 718 |
$ 64 |
353 |
| Bgc Partners Inc |
$ 770 |
$ 2,104 |
$ 85 |
7,841 |
| Waddell and Reed Financial Inc |
$ 767 |
$ 1,070 |
$ 117 |
1,691 |
| Noah Holdings Ltd |
$ 693 |
$ 978 |
$ 117 |
2,688 |
| Ishares S andp Gsci Commodity indexed Trust |
$ 691 |
$ 28 |
$ -171 |
1 |
| Graniteshares Gold Trust |
$ 638 |
- |
$ 91 |
- |
| Intl Fcstone Inc. |
$ 636 |
$ 30,398 |
$ 60 |
1,231 |
| Brightsphere Investment Group Inc |
$ 515 |
- |
$ 0 |
- |
| Virtus Investment Partners Inc |
$ 512 |
$ 574 |
$ 106 |
426 |
| Aberdeen Standard Platinum Etf Trust |
$ 483 |
- |
$ -17 |
- |
| B Riley Financial Inc |
$ 456 |
$ 653 |
$ 82 |
217 |
| Aberdeen Standard Precious Metals Basket Etf Trust |
$ 426 |
- |
$ 36 |
- |
| Gain Capital Holdings Inc |
$ 414 |
$ 236 |
$ -61 |
772 |
| Wisdomtree Investments Inc |
$ 345 |
$ 268 |
$ -10 |
177 |
| Aberdeen Standard Palladium Etf Trust |
$ 326 |
- |
$ 73 |
- |
| Ladenburg Thalmann Financial Services Inc |
$ 316 |
$ 1,476 |
$ 23 |
1,307 |
| Aberdeen Standard Silver Etf Trust |
$ 314 |
- |
$ -16 |
- |
| Diamond Hill Investment Group Inc |
$ 289 |
$ 167 |
$ 60 |
126 |
| Pzena Investment Management Inc |
$ 280 |
$ 156 |
$ 45 |
88 |
| Cowen inc |
$ 276 |
$ 1,049 |
$ 56 |
769 |
| Value Line Inc |
$ 274 |
$ 40 |
$ 15 |
178 |
| Invesco Currencyshares Euro Trust |
$ 267 |
- |
$ -2 |
1 |
| Twelve Seas Investment Co |
$ 267 |
- |
$ 1 |
- |
| Greenhill and Co Inc |
$ 266 |
$ 301 |
$ 11 |
350 |
| Gamco Investors Inc Et Al |
$ 252 |
$ 310 |
$ 82 |
168 |
| Manning and Napier Inc |
$ 243 |
$ 141 |
$ 10 |
474 |
| Oppenheimer Holdings Inc |
$ 238 |
$ 1,033 |
$ 53 |
3,290 |
| Invesco Currencyshares Japanese Yen Trust |
$ 192 |
- |
$ -1 |
1 |
| Siebert Financial Corp |
$ 145 |
$ 29 |
$ 4 |
43 |
| United States Natural Gas Fund Lp |
$ 141 |
- |
$ -37 |
1 |
| Invesco Currencyshares Swiss Franc Trust |
$ 140 |
- |
$ -2 |
1 |
| Westwood Holdings Group Inc |
$ 140 |
$ 91 |
$ 13 |
168 |
| Sprott Physical Platinum and Palladium Trust |
$ 113 |
$ 5 |
$ 0 |
- |
| Aberdeen Standard Gold Etf Trust |
$ 108 |
- |
$ 99 |
- |
| Safeguard Scientifics Inc |
$ 104 |
$ 66 |
$ 55 |
30 |
| United States Brent Oil Fund Lp |
$ 90 |
$ 2 |
$ 27 |
11 |
| Zais Group Holdings, Inc. |
$ 88 |
$ 31 |
$ -1 |
77 |
| Invesco Currencyshares Australian Dollar Trust |
$ 86 |
$ 1 |
$ 0 |
1 |
| Silvercrest Asset Management Group Inc |
$ 83 |
$ 104 |
$ 15 |
109 |
| Arlington Asset Investment Corp. |
$ 65 |
$ 31 |
$ 14 |
11 |
| Hennessy Advisors Inc |
$ 56 |
$ 39 |
$ 9 |
21 |
| Prime Global Capital Group Inc |
$ 51 |
$ 2 |
$ 0 |
13 |
| United States 12 Month Oil Fund Lp |
$ 45 |
$ 15 |
$ 14 |
1 |
| Jmp Group Llc |
$ 45 |
$ 101 |
$ -7 |
247 |
| Altimmune Inc |
$ 44 |
$ 7 |
$ -21 |
- |
| Crown Equity Holdings Inc |
$ 36 |
$ 0 |
$ 0 |
- |
| Invesco Currencyshares Canadian Dollar Trust |
$ 22 |
$ 1 |
$ 1 |
1 |
| National Holdings Corp |
$ 21 |
$ 207 |
$ -2 |
1,152 |
| Invesco Currencyshares British Pound Sterling Trus |
$ 19 |
$ 1 |
$ 0 |
1 |
| United States Gasoline Fund Lp |
$ 19 |
$ 14 |
$ 13 |
1 |
| Invesco Currencyshares Swedish Krona Trust |
$ 14 |
- |
$ 0 |
1 |
| U S Global Investors Inc |
$ 14 |
- |
$ -4 |
40 |
| Ishares Commodity Optimized Trust |
$ 13 |
$ 0 |
$ 0 |
1 |
| Dragon Victory International Ltd |
$ 12 |
$ 3 |
$ -1 |
- |
| Viking Energy Group Inc |
$ 11 |
$ 31 |
$ -19 |
5 |
| Wright Investors Service Holdings Inc |
$ 9 |
$ 5 |
$ -2 |
28 |
| United States Short Oil Fund, Lp |
$ 9 |
- |
$ -3 |
1 |
| United States Diesel-heating Oil Fund, Lp |
$ 7 |
$ 1 |
$ 1 |
1 |
| Graniteshares Platinum Trust |
$ 5 |
- |
$ 1 |
- |
| Cohen and Co Inc |
$ 5 |
$ 50 |
$ -4 |
- |
| Invesco Currencyshares Singapore Dollar Trust |
$ 4 |
$ 0 |
$ 0 |
1 |
| Invesco Currencyshares Chinese Renminbi Trust |
$ 3 |
$ 0 |
$ 0 |
1 |
| United States 12 Month Natural Gas Fund Lp |
$ 3 |
- |
$ -1 |
1 |
| Fifth Street Asset Management Inc. |
$ 3 |
$ 49 |
$ -29 |
70 |
| Futures Portfolio Fund L p |
$ 2 |
$ 36 |
$ 8 |
1 |
| Global Brokerage, Inc. |
$ 0 |
- |
$ 0 |
- |
| Waterside Capital Corp |
$ 0 |
- |
$ 10 |
- |
| Hpil Holding |
$ 0 |
$ 0 |
$ -9 |
- |
| Nuveen Diversified Commodity Fund |
- |
- |
$ 0 |
1 |
| Hk International Group, Inc. |
- |
- |
$ 0 |
- |
| Trio Merger Corp. |
- |
- |
$ 0 |
- |
| First Industrial Lp |
- |
$ 534 |
$ 21 |
- |
| Nuveen Long |
- |
- |
$ 0 |
1 |
| Invesco Db Silver Fund |
- |
$ 1 |
$ 2 |
1 |
| Kbs Real Estate Investment Trust Ii Inc |
- |
$ 112 |
$ 2 |
- |
| Etf Managers Group Commodity Trust I |
- |
- |
$ -4 |
- |
| Jones Financial Companies Lllp |
- |
- |
$ 0 |
- |
| Atel Cash Distribution Fund Vi Lp |
- |
- |
$ 0 |
- |
| China Topreach Inc. |
- |
- |
$ 0 |
- |
| Calamos Asset Management, Inc. |
- |
- |
$ 0 |
348 |
| My Group, Inc. |
- |
- |
$ 0 |
- |
| Bkf Capital Group Inc |
- |
- |
$ 0 |
- |
| Rcs Capital Corp |
- |
- |
$ 0 |
1,942 |
| Unifunds Ltd |
- |
- |
$ 0 |
- |
| Fbr & Co. |
- |
$ 132 |
$ -59 |
303 |
| Kura Oncology, Inc. |
- |
- |
$ 0 |
- |
| American Tax Credit Properties Iii Lp |
- |
$ 0 |
$ 0 |
1 |
| Lazard Group Llc |
- |
$ 2,706 |
$ 357 |
2,610 |
| Mgt Capital Investments Inc |
- |
$ 0 |
$ -9 |
- |
| Trio Merger Corp. |
- |
- |
$ 0 |
- |
| American Tax Credit Properties Ii L P |
- |
- |
$ 0 |
1 |
| Morgan Stanley Smith Barney Spectrum Strategic Lp |
- |
- |
$ 0 |
- |
| Morgan Stanley Smith Barney Charter Aspect L.p. |
- |
- |
$ -1 |
- |
| Invesco Db Oil Fund |
- |
- |
$ 75 |
1 |
| Jones Financial Companies Lllp |
- |
$ 9,988 |
$ 794 |
41,000 |
| Arboretum Silverleaf Income Fund L p |
- |
$ 3 |
$ 0 |
- |
| Real Industry, Inc. |
- |
$ 683 |
$ -97 |
- |
| Invesco Db Commodity Index Tracking Fund |
- |
- |
$ 206 |
1 |
| Prime Acquisition Corp |
- |
- |
$ 0 |
- |
| Woodstock Holdings Inc. |
- |
- |
$ 0 |
- |
| Merrill Lynch & Co., Inc. |
- |
- |
$ 0 |
- |
| Boldface Group, Inc. |
- |
- |
$ 0 |
- |
| Intervest Bancshares Corp |
- |
- |
$ 0 |
- |
| Asia Select Acquisition Iii Corp |
- |
- |
$ 0 |
- |
| Immobiliare Global Investments, Inc. |
- |
- |
$ 0 |
- |
| Hk Graphene Technology Corp |
- |
- |
$ 0 |
- |
| Invesco Db Us Dollar Index Bearish Fund |
- |
- |
$ 0 |
1 |
| Global Arena Holding, Inc. |
- |
- |
$ 0 |
- |
| Global Cornerstone Holdings Ltd |
- |
- |
$ 0 |
- |
| Counsel Rb Capital Inc. |
- |
- |
$ 0 |
- |
| Icon Eci Fund Sixteen |
- |
$ 1 |
$ 0 |
- |
| Invesco Db Gold Fund |
- |
$ 15 |
$ 21 |
1 |
| Diversinet Corp |
- |
- |
$ 0 |
- |
| Metaurus Equity Component Trust |
- |
$ 0 |
$ 1 |
- |
| Susquehanna Bancshares Inc |
- |
- |
$ 0 |
- |
| Oaktree Capital Group Llc |
- |
$ 911 |
$ 387 |
- |
| Invesco Db Energy Fund |
- |
- |
$ 17 |
1 |
| Q Lotus Holdings Inc |
- |
- |
$ 0 |
- |
| Doughertys Pharmacy, Inc. |
- |
$ 34 |
$ -4 |
- |
| B. Riley Financial, Inc. |
- |
- |
$ 0 |
217 |
| Invesco Db Us Dollar Index Bullish Fund |
- |
$ 13 |
$ 13 |
1 |
| China Vantagepoint Acquisition Co |
- |
- |
$ 0 |
- |
| Invesco Db Base Metals Fund |
- |
- |
$ -1 |
1 |
| Yayi International Inc |
- |
- |
$ 0 |
- |
| Morgan Stanley Smith Barney Spectrum Select Lp |
- |
$ 11 |
$ 4 |
- |
| Royale Globe Holding Inc. |
- |
- |
$ 0 |
- |
| Boldface Group, Inc. |
- |
- |
$ 0 |
- |
| Jefferies Group Llc |
- |
$ 4,585 |
$ 244 |
- |
| Invesco Db Agriculture Fund |
- |
- |
$ -7 |
1 |
| Intercore Energy, Inc. |
- |
- |
$ 0 |
- |
| Blue Wolf Mongolia Holdings Corp. |
- |
- |
$ 0 |
- |
| Invesco Db Precious Metals Fund |
- |
$ 16 |
$ 18 |
1 |
| China Dredging Group Co., Ltd. |
- |
- |
$ 0 |
- |
| Bthc Xv, Inc. |
- |
- |
$ 0 |
- |
| Managed Futures Premier Graham L p |
- |
$ 19 |
$ 15 |
- |
| Intercore Energy, Inc. |
- |
- |
$ 0 |
- |
| Icon Leasing Fund Twelve, Llc |
- |
$ 3 |
$ -43 |
- |
| Angstron Holdings Corp |
- |
- |
$ 0 |
- |
| Crexus Investment Corp. |
- |
- |
$ 0 |
- |
| Invesco Db G10 Currency Harvest Fund |
- |
$ 1 |
$ 1 |
1 |
| Indo Global Exchange(s) Pte, Ltd. |
- |
- |
$ 0 |
1 |
| Wisdomtree Continuous Commodity Index Master Fund |
- |
$ 23 |
$ 10 |
1 |
| Edelman Financial Group Inc. |
- |
- |
$ 0 |
- |
| Wisdomtree Coal Fund |
- |
- |
$ 0 |
1 |
| American Tax Credit Trust Series I |
- |
$ 0 |
$ 1 |
1 |
| Eztd Inc |
- |
- |
$ 0 |
161 |
| Merriman Holdings, Inc |
- |
- |
$ 0 |
31 |
| United States Commodity Index Funds Trust |
- |
- |
$ -55 |
1 |
| Seneca Global Fund, L.p. |
- |
- |
$ 0 |
1 |
| Zais Group Holdings, Inc. |
- |
- |
$ 0 |
- |
| Vaneck Merk Gold Trust |
- |
- |
$ 33 |
- |
| Inland Land Appreciation Fund Ii Lp |
- |
- |
$ 0 |
- |
| Medley Llc |
- |
$ 49 |
$ -16 |
- |
| Investors Capital Holdings Ltd |
- |
- |
$ 0 |
- |
| Investment Services Industry |
$ 734,181 |
$ 326,452 |
$ 77,646 |
381,454 |
| 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 |
|
38.38% |
2.04% |
28.28% |
11.76% |
| 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 |
|
-5.07% |
-13.56% |
- |
- |
| Y/Y |
Q/Q |
Y/Y |
Q/Q |
|
|
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