Financial Sector
Investment Services Industry 
|
|
|
Data by Company within Investment Services Industry
|
| |
Marketcap |
Revenues (TTM) |
Net Income (TTM) |
Employees |
| Company |
(Millions) |
(Millions) |
(Millions) |
Number |
| Blackrock Inc |
$ 84,846 |
$ 15,569 |
$ 4,482 |
13,000 |
| Morgan Stanley |
$ 78,239 |
$ 44,547 |
$ 10,005 |
55,802 |
| Goldman Sachs Group Inc |
$ 69,301 |
$ 37,162 |
$ 5,380 |
34,000 |
| Spdr Gold Trust |
$ 68,045 |
- |
$ 10,532 |
1 |
| Blackstone Group Inc |
$ 62,870 |
$ 3,267 |
$ 893 |
2,060 |
| Cme Group Inc |
$ 61,192 |
$ 5,120 |
$ 260 |
2,680 |
| Intercontinental Exchange Inc |
$ 54,878 |
$ 7,435 |
$ 2,176 |
2,902 |
| Schwab Charles Corp |
$ 46,338 |
$ 10,384 |
$ 3,269 |
13,800 |
| The Bank Of New York Mellon Corporation |
$ 31,668 |
$ 16,433 |
$ 4,417 |
50,300 |
| Price T Rowe Group Inc |
$ 30,141 |
$ 5,773 |
$ 2,034 |
5,870 |
| Credit Suisse Group Ag |
$ 28,440 |
$ 22,484 |
$ 3,425 |
48,200 |
| Ishares Gold Trust |
$ 26,844 |
$ 248 |
$ 4,230 |
1 |
| Td ameritrade Holding Corporation |
$ 21,003 |
$ 8,214 |
$ 1,944 |
5,690 |
| Kkr and co inc |
$ 20,023 |
$ 2,184 |
$ -626 |
1,196 |
| Marketaxess Holdings Inc |
$ 17,073 |
$ 621 |
$ 263 |
342 |
| Ishares Silver Trust |
$ 11,980 |
- |
$ 1,212 |
1 |
| E trade Financial Corporation |
$ 11,537 |
$ 2,869 |
$ 823 |
3,221 |
| Franklin Resources Inc |
$ 10,514 |
$ 5,392 |
$ 970 |
9,300 |
| Raymond James Financial Inc |
$ 10,281 |
$ 8,132 |
$ 890 |
- |
| Apollo Global Management Inc |
$ 10,084 |
$ 785 |
$ -1,063 |
945 |
| Cboe Global Markets inc |
$ 9,748 |
$ 3,063 |
$ 463 |
564 |
| Carlyle Group Inc |
$ 8,892 |
$ 1,614 |
$ -293 |
1,700 |
| Alliancebernstein L p |
$ 7,587 |
$ 5,222 |
$ 1,050 |
3,600 |
| Sei Investments Company |
$ 7,492 |
$ 1,827 |
$ 471 |
2,969 |
| Morningstar inc |
$ 6,824 |
$ 1,298 |
$ 149 |
3,930 |
| Lpl Financial Holdings Inc |
$ 6,324 |
$ 5,620 |
$ 506 |
3,410 |
| Janus Henderson Group Plc |
$ 5,865 |
$ 2,226 |
$ 81 |
- |
| Ares Management Corporation |
$ 5,798 |
$ 31 |
$ 117 |
870 |
| Invesco Ltd |
$ 5,018 |
$ 6,567 |
$ 667 |
6,264 |
| United States Oil Fund Lp |
$ 4,577 |
- |
$ -2,466 |
1 |
| Eaton Vance Corp |
$ 4,343 |
$ 1,713 |
$ 286 |
1,473 |
| Fortress Investment Group Llc |
$ 3,960 |
$ 1,438 |
$ 638 |
3,325 |
| Houlihan Lokey Inc |
$ 3,933 |
$ 2,491 |
$ 187 |
400 |
| Stifel Financial Corp |
$ 3,932 |
$ 3,688 |
$ 435 |
7,100 |
| Lazard Ltd |
$ 3,836 |
$ 2,505 |
$ 259 |
2,610 |
| Interactive Brokers Group inc |
$ 3,721 |
$ 2,345 |
$ 1,052 |
1,087 |
| Virtu Financial inc |
$ 3,288 |
$ 2,699 |
$ 689 |
148 |
| Affiliated Managers Group inc |
$ 3,249 |
$ 1,978 |
$ 362 |
- |
| Financial Engines, Inc. |
$ 2,900 |
$ 520 |
$ 52 |
527 |
| Cohen and Steers Inc |
$ 2,797 |
$ 436 |
$ 115 |
275 |
| Evercore Inc |
$ 2,739 |
$ 2,122 |
$ 343 |
1,400 |
| Janus Capital Group Inc |
$ 2,629 |
$ 1,522 |
$ 122 |
1,209 |
| World Gold Trust |
$ 2,412 |
- |
$ 329 |
- |
| Federated Hermes Inc |
$ 2,280 |
- |
$ 0 |
- |
| Focus Financial Partners Inc |
$ 2,253 |
$ 1,308 |
$ 25 |
- |
| Artisan Partners Asset Management Inc |
$ 2,188 |
$ 818 |
$ 247 |
370 |
| Aberdeen Standard Gold Etf Trust |
$ 2,168 |
- |
$ 304 |
- |
| Hamilton Lane Inc |
$ 1,912 |
$ 272 |
$ 104 |
- |
| Moelis and Co |
$ 1,903 |
$ 767 |
$ 103 |
660 |
| Assetmark Financial Holdings Inc |
$ 1,548 |
$ 110 |
$ -10 |
- |
| Pjt Partners Inc |
$ 1,515 |
$ 856 |
$ 126 |
353 |
| Brightsphere Investment Group Plc |
$ 1,501 |
$ 886 |
$ 137 |
1,163 |
| Freedom Holding Corp |
$ 1,415 |
$ 149 |
$ 44 |
- |
| Kcg Holdings, Inc. |
$ 1,353 |
$ 1,364 |
$ 222 |
1,006 |
| Victory Capital Holdings Inc |
$ 1,223 |
$ 823 |
$ 165 |
- |
| Virtus Investment Partners Inc |
$ 1,099 |
$ 558 |
$ 72 |
426 |
| Brightsphereinvestment Group Inc |
$ 1,069 |
$ 763 |
$ 294 |
- |
| Intl Fcstone Inc |
$ 1,068 |
$ 50,764 |
$ 99 |
1,231 |
| Graniteshares Gold Trust |
$ 1,030 |
- |
$ 159 |
- |
| Piper Sandler Companies |
$ 1,019 |
- |
$ 0 |
- |
| Waddell and Reed Financial Inc |
$ 1,017 |
$ 1,045 |
$ 98 |
1,691 |
| Bgc Partners Inc |
$ 891 |
$ 2,131 |
$ 37 |
7,841 |
| Noah Holdings Ltd |
$ 858 |
$ 994 |
$ 124 |
2,688 |
| Associated Capital Group Inc |
$ 836 |
$ 15 |
$ -22 |
72 |
| Aberdeen Standard Platinum Etf Trust |
$ 749 |
- |
$ -6 |
- |
| Aberdeen Standard Silver Etf Trust |
$ 723 |
- |
$ 71 |
- |
| B Riley Financial inc |
$ 720 |
$ 612 |
$ 35 |
217 |
| Aberdeen Standard Precious Metals Basket Etf Trust |
$ 675 |
- |
$ 85 |
- |
| Ishares S and p Gsci Commodity indexed Trust |
$ 609 |
$ 9 |
$ -335 |
1 |
| United States 12 month Oil Fund Lp |
$ 599 |
$ 75 |
$ 76 |
1 |
| United States Brent Oil Fund Lp |
$ 534 |
$ 1 |
$ 63 |
11 |
| Legg Mason Inc |
$ 523 |
$ 2,883 |
$ 304 |
2,979 |
| Wisdomtree Investments Inc |
$ 512 |
$ 258 |
$ -44 |
177 |
| Ladenburg Thalmann Financial Services Inc |
$ 501 |
$ 1,469 |
$ 23 |
1,307 |
| Cowen Inc |
$ 496 |
$ 1,266 |
$ 109 |
769 |
| Sculptor Capital Management Inc |
$ 471 |
$ 57 |
$ -109 |
- |
| Pzena Investment Management Inc |
$ 430 |
$ 137 |
$ 27 |
88 |
| Diamond Hill Investment Group Inc |
$ 419 |
$ 167 |
$ 60 |
126 |
| United States Natural Gas Fund Lp |
$ 383 |
- |
$ -242 |
1 |
| Gamco Investors Inc Et Al |
$ 335 |
$ 272 |
$ 61 |
168 |
| Oppenheimer Holdings Inc |
$ 311 |
$ 1,030 |
$ 55 |
3,290 |
| Aberdeen Standard Palladium Etf Trust |
$ 305 |
- |
$ 50 |
- |
| Cf Finance Acquisition Corp |
$ 294 |
- |
$ 2 |
- |
| Twelve Seas Investment Co |
$ 267 |
- |
$ 1 |
- |
| Invesco Currencyshares Japanese Yen Trust |
$ 266 |
- |
$ -1 |
1 |
| Altimmune Inc |
$ 251 |
$ 5 |
$ -36 |
- |
| Invesco Currencyshares Euro Trust |
$ 249 |
- |
$ -2 |
1 |
| Value Line Inc |
$ 241 |
$ 42 |
$ 17 |
178 |
| Greenhill and Co Inc |
$ 233 |
$ 309 |
$ 17 |
350 |
| Gain Capital Holdings Inc |
$ 227 |
$ 383 |
$ 45 |
772 |
| Manning and Napier Inc |
$ 198 |
$ 131 |
$ 9 |
474 |
| Invesco Currencyshares Swiss Franc Trust |
$ 198 |
- |
$ -2 |
1 |
| Sprott Physical Platinum and Palladium Trust |
$ 142 |
$ 5 |
$ 0 |
- |
| Safeguard Scientifics Inc |
$ 118 |
- |
$ -29 |
30 |
| Invesco Currencyshares Canadian Dollar Trust |
$ 116 |
$ 1 |
$ 1 |
1 |
| Silvercrest Asset Management Group Inc |
$ 113 |
$ 110 |
$ 19 |
109 |
| Siebert Financial Corp |
$ 108 |
$ 43 |
$ 3 |
43 |
| United States Gasoline Fund Lp |
$ 106 |
$ 22 |
$ 22 |
1 |
| Arlington Asset Investment Corp |
$ 101 |
- |
$ -64 |
11 |
| Cohen and Co Inc |
$ 98 |
$ 69 |
$ -9 |
- |
| Westwood Holdings Group Inc |
$ 89 |
$ 74 |
$ 2 |
168 |
| Zais Group Holdings, Inc. |
$ 88 |
$ 31 |
$ -1 |
77 |
| Invesco Currencyshares Australian Dollar Trust |
$ 87 |
$ 1 |
$ 0 |
1 |
| Hennessy Advisors Inc |
$ 68 |
$ 36 |
$ 9 |
21 |
| Prime Global Capital Group Inc |
$ 51 |
$ 2 |
$ 0 |
13 |
| Jmp Group Llc |
$ 48 |
$ 81 |
$ -21 |
247 |
| U S Global Investors Inc |
$ 41 |
$ 2 |
$ -5 |
40 |
| Crown Equity Holdings Inc |
$ 35 |
$ 0 |
$ -1 |
- |
| National Holdings Corp |
$ 29 |
$ 225 |
$ -2 |
1,152 |
| Invesco Currencyshares British Pound Sterling Trus |
$ 25 |
$ 0 |
$ 0 |
1 |
| Viking Energy Group Inc |
$ 15 |
$ 57 |
$ 12 |
5 |
| Invesco Currencyshares Swedish Krona Trust |
$ 14 |
- |
$ 0 |
1 |
| Ishares Commodity Optimized Trust |
$ 13 |
$ 0 |
$ 0 |
1 |
| Dragon Victory International Ltd |
$ 12 |
$ 0 |
$ -1 |
- |
| Graniteshares Platinum Trust |
$ 10 |
- |
$ -1 |
- |
| United States 12 Month Natural Gas Fund Lp |
$ 9 |
- |
$ -1 |
1 |
| United States Short Oil Fund, Lp |
$ 9 |
- |
$ -3 |
1 |
| Wright Investors Service Holdings Inc |
$ 8 |
$ 5 |
$ -2 |
28 |
| United States Diesel-heating Oil Fund, Lp |
$ 7 |
$ 1 |
$ 1 |
1 |
| Fifth Street Asset Management Inc. |
$ 4 |
$ 49 |
$ -29 |
70 |
| Invesco Currencyshares Singapore Dollar Trust |
$ 4 |
$ 0 |
$ 0 |
1 |
| Invesco Currencyshares Chinese Renminbi Trust |
$ 3 |
$ 0 |
$ 0 |
1 |
| Mentor Capital Inc |
$ 2 |
$ 5 |
$ -1 |
- |
| Futures Portfolio Fund L p |
$ 1 |
- |
$ -20 |
1 |
| Global Brokerage, Inc. |
$ 0 |
- |
$ 0 |
- |
| Waterside Capital Corp |
$ 0 |
- |
$ 10 |
- |
| Hpil Holding |
$ 0 |
$ 0 |
$ -9 |
- |
| Kbs Real Estate Investment Trust Ii Inc |
- |
$ 112 |
$ 2 |
- |
| Oaktree Capital Group Llc |
- |
$ 395 |
$ -174 |
- |
| Intercore Energy, Inc. |
- |
- |
$ 0 |
- |
| Asia Select Acquisition Iii Corp |
- |
- |
$ 0 |
- |
| Invesco Db Commodity Index Tracking Fund |
- |
- |
$ -280 |
1 |
| Mgt Capital Investments Inc |
- |
$ 1 |
$ -8 |
- |
| Invesco Db Precious Metals Fund |
- |
$ 28 |
$ 29 |
1 |
| My Group, Inc. |
- |
- |
$ 0 |
- |
| Morgan Stanley Smith Barney Charter Aspect L.p. |
- |
- |
$ -1 |
- |
| Global Cornerstone Holdings Ltd |
- |
- |
$ 0 |
- |
| Diversinet Corp |
- |
- |
$ 0 |
- |
| Susquehanna Bancshares Inc |
- |
- |
$ 0 |
- |
| Merriman Holdings, Inc |
- |
- |
$ 0 |
31 |
| Nuveen Diversified Commodity Fund |
- |
- |
$ 0 |
1 |
| Calamos Asset Management, Inc. |
- |
- |
$ 0 |
348 |
| China Topreach Inc. |
- |
- |
$ 0 |
- |
| Etf Managers Group Commodity Trust I |
- |
- |
$ -8 |
- |
| Ameriprise Financial Inc |
- |
$ 12,424 |
$ 2,503 |
12,209 |
| Woodstock Holdings Inc. |
- |
- |
$ 0 |
- |
| Trio Merger Corp. |
- |
- |
$ 0 |
- |
| Nuveen Long |
- |
- |
$ 0 |
1 |
| American Tax Credit Properties Ii L P |
- |
- |
$ 0 |
1 |
| Unifunds Ltd |
- |
- |
$ 0 |
- |
| Invesco Db Energy Fund |
- |
- |
$ -19 |
1 |
| Prime Acquisition Corp |
- |
- |
$ 0 |
- |
| Metaurus Equity Component Trust |
- |
$ 1 |
$ -3 |
- |
| American Tax Credit Trust Series I |
- |
$ 0 |
$ 1 |
1 |
| Icon Eci Fund Sixteen |
- |
$ 1 |
$ 0 |
- |
| Trio Merger Corp. |
- |
- |
$ 0 |
- |
| Invesco Db Us Dollar Index Bearish Fund |
- |
$ 0 |
$ -1 |
1 |
| Zais Group Holdings, Inc. |
- |
- |
$ 0 |
- |
| Lazard Group Llc |
- |
$ 2,500 |
$ 313 |
2,610 |
| Medley Llc |
- |
$ 39 |
$ -28 |
- |
| Jefferies Group Llc |
- |
$ 4,991 |
$ 392 |
- |
| Invesco Db Gold Fund |
- |
$ 27 |
$ 32 |
1 |
| Rcs Capital Corp |
- |
- |
$ 0 |
1,942 |
| Invesco Db Agriculture Fund |
- |
- |
$ -61 |
1 |
| Immobiliare Global Investments, Inc. |
- |
- |
$ 0 |
- |
| Arboretum Silverleaf Income Fund L p |
- |
$ 3 |
$ 1 |
- |
| Edelman Financial Group Inc. |
- |
- |
$ 0 |
- |
| Intercore Energy, Inc. |
- |
- |
$ 0 |
- |
| Investors Capital Holdings Ltd |
- |
- |
$ 0 |
- |
| Jefferies Group Llc |
- |
$ 4,585 |
$ 244 |
- |
| Fbr & Co. |
- |
$ 132 |
$ -59 |
303 |
| Merrill Lynch & Co., Inc. |
- |
- |
$ 0 |
- |
| Wisdomtree Coal Fund |
- |
- |
$ 0 |
1 |
| B. Riley Financial, Inc. |
- |
- |
$ 0 |
217 |
| Angstron Holdings Corp |
- |
- |
$ 0 |
- |
| Yayi International Inc |
- |
- |
$ 0 |
- |
| Vaneck Merk Gold Trust |
- |
- |
$ 80 |
- |
| Morgan Stanley Smith Barney Spectrum Select Lp |
- |
$ 9 |
$ 3 |
- |
| Counsel Rb Capital Inc. |
- |
- |
$ 0 |
- |
| Icon Leasing Fund Twelve, Llc |
- |
$ 3 |
$ -43 |
- |
| American Tax Credit Properties Iii Lp |
- |
$ 0 |
$ 0 |
1 |
| China Vantagepoint Acquisition Co |
- |
- |
$ 0 |
- |
| Intervest Bancshares Corp |
- |
- |
$ 0 |
- |
| Atel Cash Distribution Fund Vi Lp |
- |
- |
$ 0 |
- |
| Managed Futures Premier Graham L p |
- |
- |
$ -4 |
- |
| First Industrial Lp |
- |
$ 534 |
$ 21 |
- |
| Royale Globe Holding Inc. |
- |
- |
$ 0 |
- |
| Indo Global Exchange(s) Pte, Ltd. |
- |
- |
$ 0 |
1 |
| Invesco Db Silver Fund |
- |
- |
$ 3 |
1 |
| Nuveen Global Cities Reit Inc |
- |
$ 5,201 |
$ 512 |
- |
| Invesco Db Base Metals Fund |
- |
- |
$ -13 |
1 |
| Hk International Group, Inc. |
- |
- |
$ 0 |
- |
| Kura Oncology, Inc. |
- |
- |
$ 0 |
- |
| Boldface Group, Inc. |
- |
- |
$ 0 |
- |
| Doughertys Pharmacy, Inc. |
- |
$ 34 |
$ -4 |
- |
| Invesco Db Us Dollar Index Bullish fund |
- |
- |
$ -13 |
1 |
| Hk Graphene Technology Corp |
- |
- |
$ 0 |
- |
| Bkf Capital Group Inc |
- |
- |
$ 0 |
- |
| Bthc Xv, Inc. |
- |
- |
$ 0 |
- |
| Boldface Group, Inc. |
- |
- |
$ 0 |
- |
| Invesco Db Oil Fund |
- |
- |
$ -25 |
1 |
| Wisdomtree Continuous Commodity Index Master Fund |
- |
- |
$ -13 |
1 |
| Eztd Inc |
- |
- |
$ 0 |
161 |
| Global Arena Holding, Inc. |
- |
- |
$ 0 |
- |
| Grayscale Bitcoin Trust btc |
- |
- |
$ 0 |
- |
| Inland Land Appreciation Fund Ii Lp |
- |
- |
$ 0 |
- |
| Blue Wolf Mongolia Holdings Corp. |
- |
- |
$ 0 |
- |
| China Dredging Group Co., Ltd. |
- |
- |
$ 0 |
- |
| Crexus Investment Corp. |
- |
- |
$ 0 |
- |
| Morgan Stanley Smith Barney Spectrum Strategic Lp |
- |
- |
$ 0 |
- |
| Invesco Db G10 Currency Harvest fund |
- |
- |
$ 0 |
1 |
| United States Commodity Index Funds Trust |
- |
- |
$ -80 |
1 |
| Q Lotus Holdings Inc |
- |
- |
$ 0 |
- |
| Real Industry, Inc. |
- |
$ 683 |
$ -97 |
- |
| Seneca Global Fund, L.p. |
- |
- |
$ 0 |
1 |
| Investment Services Industry |
$ 910,600 |
$ 349,450 |
$ 66,871 |
340,454 |
| 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 |
|
-46.03% |
-35.15% |
-43.91% |
- |
| 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 |
|
|
Tweet
