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 |
| Morgan Stanley |
$ 123,439 |
$ 43,790 |
$ 9,539 |
55,802 |
| The Goldman Sachs Group Inc |
$ 119,979 |
$ 41,462 |
$ 9,459 |
34,000 |
| Schwab Charles Corp |
$ 118,893 |
$ 11,691 |
$ 3,299 |
13,800 |
| Blackrock Inc |
$ 109,480 |
$ 16,512 |
$ 4,880 |
13,000 |
| Cme Group Inc |
$ 73,181 |
$ 4,924 |
$ 35 |
2,680 |
| Spdr Gold Trust |
$ 70,878 |
- |
$ 12,015 |
1 |
| Intercontinental Exchange Inc |
$ 63,743 |
$ 8,254 |
$ 2,108 |
2,902 |
| Ameriprise Financial Inc |
$ 56,977 |
$ 11,958 |
$ 1,534 |
12,209 |
| Blackstone Group Inc |
$ 48,939 |
$ 4,564 |
$ 1,426 |
2,060 |
| The Bank Of New York Mellon Corporation |
$ 39,198 |
$ 16,370 |
$ 4,320 |
50,300 |
| Price T Rowe Group Inc |
$ 38,507 |
$ 6,207 |
$ 2,523 |
5,870 |
| Credit Suisse Group Ag |
$ 37,920 |
$ 22,484 |
$ 3,425 |
48,200 |
| Ishares Gold Trust |
$ 28,854 |
$ 307 |
$ 5,193 |
1 |
| Kkr and co inc |
$ 28,212 |
$ 4,231 |
$ 5,118 |
1,196 |
| Td ameritrade Holding Corporation |
$ 21,704 |
$ 8,214 |
$ 1,944 |
5,690 |
| Marketaxess Holdings Inc |
$ 20,830 |
$ 692 |
$ 299 |
342 |
| Raymond James Financial Inc |
$ 17,134 |
$ 8,368 |
$ 862 |
- |
| Ishares Silver Trust |
$ 15,425 |
$ 625 |
$ 3,723 |
1 |
| Stifel Financial Corp |
$ 14,909 |
$ 3,818 |
$ 503 |
7,100 |
| Franklin Resources Inc |
$ 14,129 |
$ 6,149 |
$ 834 |
9,300 |
| Carlyle Group Inc |
$ 13,156 |
$ 2,935 |
$ 383 |
1,700 |
| Apollo Global Management Inc |
$ 11,627 |
$ 2,354 |
$ 467 |
945 |
| Invesco Ltd |
$ 11,087 |
$ 6,239 |
$ 808 |
6,264 |
| Lpl Financial Holdings Inc |
$ 10,962 |
$ 5,872 |
$ 473 |
3,410 |
| E trade Financial Corporation |
$ 10,921 |
$ 2,869 |
$ 823 |
3,221 |
| Cboe Global Markets Inc |
$ 10,861 |
$ 3,427 |
$ 468 |
564 |
| Alliancebernstein l p |
$ 9,846 |
$ 3,724 |
$ 862 |
3,600 |
| Eaton Vance Corp |
$ 9,341 |
$ 1,730 |
$ 133 |
1,473 |
| Sei Investments Company |
$ 8,473 |
$ 1,807 |
$ 447 |
2,969 |
| Ares Management Corporation |
$ 8,252 |
$ 82 |
$ 167 |
870 |
| United States Oil Fund Lp |
$ 7,586 |
- |
$ -2,299 |
1 |
| Affiliated Managers Group inc |
$ 6,672 |
$ 1,984 |
$ 427 |
- |
| Interactive Brokers Group inc |
$ 5,947 |
$ 2,250 |
$ 1,093 |
1,087 |
| Evercore Inc |
$ 5,202 |
$ 2,020 |
$ 284 |
1,400 |
| Janus Henderson Group Plc |
$ 5,000 |
$ 2,356 |
$ 183 |
- |
| Lazard Ltd |
$ 4,540 |
$ 2,492 |
$ 287 |
2,610 |
| Houlihan Lokey Inc |
$ 4,501 |
$ 3,512 |
$ 187 |
400 |
| Fortress Investment Group Llc |
$ 3,960 |
$ 1,438 |
$ 638 |
3,325 |
| Moelis and Co |
$ 3,665 |
$ 943 |
$ 218 |
660 |
| World Gold Trust |
$ 3,590 |
- |
$ 422 |
- |
| Virtu Financial inc |
$ 3,342 |
$ 2,969 |
$ 894 |
148 |
| Cohen and Steers Inc |
$ 3,221 |
$ 436 |
$ 112 |
275 |
| Hamilton Lane Inc |
$ 3,186 |
$ 331 |
$ 143 |
- |
| Freedom Holding Corp |
$ 3,150 |
$ 256 |
$ 96 |
- |
| Financial Engines, Inc. |
$ 2,900 |
$ 520 |
$ 52 |
527 |
| Federated Hermes Inc |
$ 2,849 |
- |
$ 0 |
- |
| Artisan Partners Asset Management Inc |
$ 2,814 |
$ 900 |
$ 309 |
370 |
| Focus Financial Partners Inc |
$ 2,677 |
$ 1,362 |
$ 49 |
- |
| Janus Capital Group Inc |
$ 2,629 |
$ 1,522 |
$ 122 |
1,209 |
| Aberdeen Standard Gold Etf Trust |
$ 2,461 |
- |
$ 388 |
- |
| Virtus Investment Partners Inc |
$ 2,065 |
$ 571 |
$ 88 |
426 |
| Pjt Partners Inc |
$ 1,839 |
$ 979 |
$ 169 |
353 |
| Victory Capital Holdings Inc |
$ 1,804 |
$ 795 |
$ 195 |
- |
| Assetmark Financial Holdings Inc |
$ 1,750 |
$ 107 |
$ 3 |
- |
| Bgc Partners Inc |
$ 1,696 |
$ 2,064 |
$ 59 |
7,841 |
| Piper Sandler Companies |
$ 1,614 |
- |
$ 0 |
- |
| B Riley Financial inc |
$ 1,579 |
$ 658 |
$ 50 |
217 |
| Waddell and Reed Financial Inc |
$ 1,573 |
$ 1,050 |
$ 73 |
1,691 |
| Brightsphereinvestment Group Inc |
$ 1,561 |
$ 747 |
$ 245 |
- |
| Sculptor Capital Management Inc |
$ 1,541 |
$ 897 |
$ 155 |
- |
| Brightsphere Investment Group Plc |
$ 1,501 |
$ 886 |
$ 137 |
1,163 |
| Noah Holdings Ltd |
$ 1,500 |
$ 994 |
$ 124 |
2,688 |
| Aberdeen Standard Platinum Etf Trust |
$ 1,378 |
- |
$ -12 |
- |
| Kcg Holdings, Inc. |
$ 1,353 |
$ 1,364 |
$ 222 |
1,006 |
| Stonex Group Inc |
$ 1,189 |
$ 55,517 |
$ 173 |
- |
| Stepstone Group Inc |
$ 1,146 |
- |
$ 0 |
- |
| Graniteshares Gold Trust |
$ 1,145 |
$ 44 |
$ 179 |
- |
| Cowen Inc |
$ 1,118 |
$ 1,402 |
$ 132 |
769 |
| Ishares S and p Gsci Commodity indexed Trust |
$ 934 |
$ 5 |
$ -274 |
1 |
| Aberdeen Standard Silver Etf Trust |
$ 868 |
- |
$ 190 |
- |
| Wisdomtree Investments Inc |
$ 831 |
$ 255 |
$ -36 |
177 |
| Associated Capital Group Inc |
$ 779 |
$ 18 |
$ -20 |
72 |
| Altimar Acquisition Corp |
$ 767 |
- |
$ 0 |
- |
| Pzena Investment Management Inc |
$ 749 |
$ 135 |
$ 26 |
88 |
| Aberdeen Standard Precious Metals Basket Etf Trust |
$ 720 |
- |
$ 132 |
- |
| Altimmune Inc |
$ 647 |
$ 7 |
$ -43 |
- |
| Legg Mason Inc |
$ 523 |
$ 2,883 |
$ 304 |
2,979 |
| Gamco Investors Inc Et Al |
$ 511 |
$ 261 |
$ 63 |
168 |
| United States Natural Gas Fund Lp |
$ 508 |
- |
$ -205 |
1 |
| United States 12 month Oil Fund Lp |
$ 508 |
$ 85 |
$ 90 |
1 |
| Ladenburg Thalmann Financial Services Inc |
$ 501 |
$ 1,469 |
$ 23 |
1,307 |
| Oppenheimer Holdings Inc |
$ 497 |
$ 1,072 |
$ 67 |
3,290 |
| Diamond Hill Investment Group Inc |
$ 483 |
$ 130 |
$ 37 |
126 |
| Aberdeen Standard Palladium Etf Trust |
$ 392 |
- |
$ 95 |
- |
| Invesco Currencyshares Euro Trust |
$ 332 |
- |
$ -2 |
1 |
| United States Brent Oil Fund Lp |
$ 296 |
$ 1 |
$ 66 |
11 |
| Value Line Inc |
$ 280 |
$ 42 |
$ 18 |
178 |
| Greenhill and Co Inc |
$ 280 |
$ 278 |
$ -8 |
350 |
| Cf Finance Acquisition Corp |
$ 280 |
- |
$ 0 |
- |
| Twelve Seas Investment Co |
$ 267 |
- |
$ 1 |
- |
| Invesco Currencyshares Japanese Yen Trust |
$ 252 |
- |
$ -1 |
1 |
| Gain Capital Holdings Inc |
$ 227 |
$ 383 |
$ 45 |
772 |
| Invesco Currencyshares Swiss Franc Trust |
$ 223 |
- |
$ -2 |
1 |
| United States Gasoline Fund Lp |
$ 188 |
$ 32 |
$ 31 |
1 |
| Siebert Financial Corp |
$ 159 |
$ 48 |
$ 1 |
43 |
| Sprott Physical Platinum and Palladium Trust |
$ 159 |
$ 5 |
$ 0 |
- |
| Safeguard Scientifics Inc |
$ 158 |
- |
$ -31 |
30 |
| Invesco Currencyshares Australian Dollar Trust |
$ 155 |
$ 1 |
$ 0 |
1 |
| Manning and Napier Inc |
$ 145 |
$ 128 |
$ 5 |
474 |
| Silvercrest Asset Management Group Inc |
$ 140 |
$ 109 |
$ 18 |
109 |
| Westwood Holdings Group Inc |
$ 137 |
$ 68 |
$ -11 |
168 |
| Invesco Currencyshares British Pound sterling Trus |
$ 137 |
$ 0 |
$ 0 |
1 |
| Invesco Currencyshares Canadian Dollar Trust |
$ 136 |
$ 1 |
$ 0 |
1 |
| Jmp Group Llc |
$ 120 |
$ 85 |
$ -20 |
247 |
| U S Global Investors Inc |
$ 110 |
$ 34 |
$ 18 |
40 |
| Cohen and Co Inc |
$ 91 |
$ 80 |
$ -4 |
- |
| Zais Group Holdings, Inc. |
$ 88 |
$ 31 |
$ -1 |
77 |
| Hennessy Advisors Inc |
$ 66 |
$ 31 |
$ 7 |
21 |
| Prime Global Capital Group Inc |
$ 51 |
$ 2 |
$ 0 |
13 |
| National Holdings Corp |
$ 44 |
$ 247 |
$ -6 |
1,152 |
| Viking Energy Group Inc |
$ 26 |
$ 54 |
$ -7 |
5 |
| Dragon Victory International Ltd |
$ 24 |
$ 0 |
$ -1 |
- |
| Graniteshares Platinum Trust |
$ 22 |
- |
$ 2 |
- |
| Invesco Currencyshares Swedish Krona Trust |
$ 14 |
- |
$ 0 |
1 |
| Ishares Commodity Optimized Trust |
$ 13 |
$ 0 |
$ 0 |
1 |
| United States Short Oil Fund, Lp |
$ 9 |
- |
$ -3 |
1 |
| Crown Equity Holdings Inc |
$ 8 |
$ 0 |
$ -1 |
- |
| United States Diesel-heating Oil Fund, Lp |
$ 7 |
$ 1 |
$ 1 |
1 |
| United States 12 Month Natural Gas Fund Lp |
$ 6 |
$ 0 |
$ 0 |
1 |
| Mentor Capital Inc |
$ 5 |
$ 5 |
$ -1 |
- |
| Invesco Currencyshares Singapore Dollar Trust |
$ 4 |
$ 0 |
$ 0 |
1 |
| Invesco Currencyshares Chinese Renminbi Trust |
$ 3 |
$ 0 |
$ 0 |
1 |
| Waterside Capital Corp |
$ 2 |
- |
$ 0 |
- |
| Futures Portfolio Fund L p |
$ 1 |
- |
$ -32 |
1 |
| Fifth Street Asset Management Inc. |
$ 1 |
$ 49 |
$ -29 |
70 |
| Global Brokerage, Inc. |
$ 0 |
- |
$ 0 |
- |
| Hpil Holding |
$ 0 |
$ 0 |
$ -9 |
- |
| Arboretum Silverleaf Income Fund L p |
- |
$ 3 |
$ 0 |
- |
| Seneca Global Fund, L.p. |
- |
- |
$ 0 |
1 |
| Trio Merger Corp. |
- |
- |
$ 0 |
- |
| Nuveen Long |
- |
- |
$ 0 |
1 |
| Hk Graphene Technology Corp |
- |
- |
$ 0 |
- |
| Grayscale Bitcoin Trust btc |
- |
- |
$ 0 |
- |
| Morgan Stanley Smith Barney Spectrum Strategic Lp |
- |
- |
$ 0 |
- |
| Yayi International Inc |
- |
- |
$ 0 |
- |
| Bthc Xv, Inc. |
- |
- |
$ 0 |
- |
| Invesco Db Base Metals Fund |
- |
- |
$ 6 |
1 |
| Blue Wolf Mongolia Holdings Corp. |
- |
- |
$ 0 |
- |
| Invesco Db Oil Fund |
- |
- |
$ 12 |
1 |
| Jefferies Group Llc |
- |
$ 6,152 |
$ 875 |
- |
| Icon Eci Fund Sixteen |
- |
$ 1 |
$ 0 |
- |
| Oaktree Capital Group Llc |
- |
- |
$ 0 |
- |
| Intervest Bancshares Corp |
- |
- |
$ 0 |
- |
| American Tax Credit Properties Iii Lp |
- |
$ 0 |
$ 0 |
1 |
| China Dredging Group Co., Ltd. |
- |
- |
$ 0 |
- |
| Diversinet Corp |
- |
- |
$ 0 |
- |
| Wisdomtree Coal Fund |
- |
- |
$ 0 |
1 |
| Intercore Energy, Inc. |
- |
- |
$ 0 |
- |
| American Tax Credit Properties Ii L P |
- |
- |
$ 0 |
1 |
| Hk International Group, Inc. |
- |
- |
$ 0 |
- |
| Q Lotus Holdings Inc |
- |
- |
$ 0 |
- |
| Invesco Db Silver Fund |
- |
- |
$ 4 |
1 |
| Mgt Capital Investments Inc |
- |
$ 2 |
$ -5 |
- |
| China Vantagepoint Acquisition Co |
- |
- |
$ 0 |
- |
| Unit Corporation |
- |
- |
$ -679 |
- |
| Icon Leasing Fund Twelve, Llc |
- |
$ 3 |
$ -43 |
- |
| Prime Acquisition Corp |
- |
- |
$ 0 |
- |
| Edelman Financial Group Inc. |
- |
- |
$ 0 |
- |
| Inland Land Appreciation Fund Ii Lp |
- |
- |
$ 0 |
- |
| Immobiliare Global Investments, Inc. |
- |
- |
$ 0 |
- |
| My Group, Inc. |
- |
- |
$ 0 |
- |
| Eztd Inc |
- |
- |
$ 0 |
161 |
| Boldface Group, Inc. |
- |
- |
$ 0 |
- |
| United States Commodity Index Funds Trust |
- |
- |
$ -80 |
1 |
| Invesco Db Commodity Index Tracking Fund |
- |
- |
$ -150 |
1 |
| Invesco Db Precious Metals Fund |
- |
$ 35 |
$ 35 |
1 |
| Invesco Db G10 Currency Harvest fund |
- |
- |
$ -1 |
1 |
| Medley Llc |
- |
$ 35 |
$ -28 |
- |
| Indo Global Exchange(s) Pte, Ltd. |
- |
- |
$ 0 |
1 |
| Wisdomtree Continuous Commodity Index Master Fund |
- |
- |
$ -3 |
1 |
| Atel Cash Distribution Fund Vi Lp |
- |
- |
$ 0 |
- |
| Kura Oncology, Inc. |
- |
- |
$ 0 |
- |
| Kbs Real Estate Investment Trust Ii Inc |
- |
$ 112 |
$ 2 |
- |
| Lazard Group Llc |
- |
$ 2,489 |
$ 360 |
2,610 |
| Woodstock Holdings Inc. |
- |
- |
$ 0 |
- |
| Boldface Group, Inc. |
- |
- |
$ 0 |
- |
| First Industrial Lp |
- |
$ 534 |
$ 21 |
- |
| Zais Group Holdings, Inc. |
- |
- |
$ 0 |
- |
| Invesco Db Us Dollar Index Bearish Fund |
- |
$ 2 |
$ 2 |
1 |
| China Topreach Inc. |
- |
- |
$ 0 |
- |
| Morningstar inc |
- |
$ 1,298 |
$ 176 |
3,930 |
| Merrill Lynch & Co., Inc. |
- |
- |
$ 0 |
- |
| Susquehanna Bancshares Inc |
- |
- |
$ 0 |
- |
| Global Cornerstone Holdings Ltd |
- |
- |
$ 0 |
- |
| Asia Select Acquisition Iii Corp |
- |
- |
$ 0 |
- |
| Rcs Capital Corp |
- |
- |
$ 0 |
1,942 |
| Royale Globe Holding Inc. |
- |
- |
$ 0 |
- |
| Bkf Capital Group Inc |
- |
- |
$ 0 |
- |
| Merriman Holdings, Inc |
- |
- |
$ 0 |
31 |
| Invesco Db Gold Fund |
- |
$ 26 |
$ 32 |
1 |
| Managed Futures Premier Graham L p |
- |
- |
$ -4 |
- |
| Morgan Stanley Smith Barney Spectrum Select Lp |
- |
$ 9 |
$ 3 |
- |
| Trio Merger Corp. |
- |
- |
$ 0 |
- |
| Counsel Rb Capital Inc. |
- |
- |
$ 0 |
- |
| Real Industry, Inc. |
- |
$ 683 |
$ -97 |
- |
| Angstron Holdings Corp |
- |
- |
$ 0 |
- |
| Invesco Db Agriculture Fund |
- |
- |
$ -2 |
1 |
| Invesco Db Us Dollar Index Bullish fund |
- |
- |
$ -41 |
1 |
| Nuveen Diversified Commodity Fund |
- |
- |
$ 0 |
1 |
| Wright Investors Service Holdings Inc |
- |
$ 5 |
$ -1 |
28 |
| Unifunds Ltd |
- |
- |
$ 0 |
- |
| Doughertys Pharmacy, Inc. |
- |
$ 34 |
$ -4 |
- |
| Etf Managers Group Commodity Trust I |
- |
$ 7 |
$ 6 |
- |
| Metaurus Equity Component Trust |
- |
$ 1 |
$ -2 |
- |
| Investors Capital Holdings Ltd |
- |
- |
$ 0 |
- |
| Global Arena Holding, Inc. |
- |
- |
$ 0 |
- |
| Crexus Investment Corp. |
- |
- |
$ 0 |
- |
| Intercore Energy, Inc. |
- |
- |
$ 0 |
- |
| Calamos Asset Management, Inc. |
- |
- |
$ 0 |
348 |
| Vaneck Merk Gold Trust |
- |
- |
$ 53 |
- |
| Fbr & Co. |
- |
$ 132 |
$ -59 |
303 |
| Invesco Db Energy Fund |
- |
- |
$ -13 |
1 |
| Wedbush ETFMG Video Game Tech |
- |
- |
$ 0 |
217 |
| American Tax Credit Trust Series I |
- |
$ 0 |
$ 1 |
1 |
| Morgan Stanley Smith Barney Charter Aspect L.p. |
- |
- |
$ -1 |
- |
| Investment Services Industry |
$ 1,288,990 |
$ 359,626 |
$ 84,533 |
339,212 |
| 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 # |
|
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|
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 |
|
-62.62% |
0.79% |
-67.08% |
- |
| 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 |
|
|
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