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 |
$ 85,942 |
$ 15,146 |
$ 4,093 |
13,000 |
| Morgan Stanley |
$ 80,402 |
$ 41,419 |
$ 9,237 |
55,802 |
| Goldman Sachs Group Inc |
$ 75,427 |
$ 34,704 |
$ 7,428 |
34,000 |
| Cme Group Inc |
$ 59,217 |
$ 5,211 |
$ 271 |
2,680 |
| Spdr Gold Trust |
$ 53,257 |
- |
$ 7,986 |
1 |
| Intercontinental Exchange Inc |
$ 50,966 |
$ 7,111 |
$ 2,126 |
2,902 |
| Schwab Charles Corp |
$ 44,552 |
$ 10,615 |
$ 3,535 |
13,800 |
| Blackstone Group Inc |
$ 36,094 |
$ 2,237 |
$ 186 |
2,060 |
| The Bank Of New York Mellon Corporation |
$ 34,845 |
$ 16,542 |
$ 4,473 |
50,300 |
| Price T Rowe Group Inc |
$ 31,328 |
$ 5,618 |
$ 2,249 |
5,870 |
| Credit Suisse Group Ag |
$ 27,067 |
$ 22,484 |
$ 3,425 |
48,200 |
| Ishares Gold Trust |
$ 21,737 |
$ 212 |
$ 3,134 |
1 |
| Marketaxess Holdings Inc |
$ 20,888 |
$ 563 |
$ 227 |
342 |
| Td ameritrade Holding Corporation |
$ 19,879 |
$ 8,172 |
$ 1,930 |
5,690 |
| Kkr and co inc |
$ 19,419 |
$ 2,032 |
$ -1,215 |
1,196 |
| Ameriprise Financial inc |
$ 18,974 |
$ 12,976 |
$ 3,534 |
12,209 |
| E trade Financial Corporation |
$ 11,545 |
$ 2,838 |
$ 846 |
3,221 |
| Apollo Global Management Inc |
$ 11,315 |
$ 785 |
$ -1,063 |
945 |
| Franklin Resources Inc |
$ 10,313 |
$ 5,680 |
$ 971 |
9,300 |
| Cboe Global Markets inc |
$ 9,975 |
$ 2,815 |
$ 434 |
564 |
| Carlyle Group Inc |
$ 9,810 |
$ 1,544 |
$ 29 |
1,700 |
| Raymond James Financial Inc |
$ 9,256 |
$ 8,256 |
$ 975 |
- |
| Sei Investments Company |
$ 8,213 |
$ 1,835 |
$ 497 |
2,969 |
| Alliancebernstein L p |
$ 7,340 |
$ 4,406 |
$ 904 |
3,600 |
| Ishares Silver Trust |
$ 6,785 |
- |
$ -420 |
1 |
| Morningstar inc |
$ 6,441 |
$ 1,244 |
$ 143 |
3,930 |
| Lpl Financial Holdings Inc |
$ 6,121 |
$ 5,625 |
$ 560 |
3,410 |
| Invesco Ltd |
$ 4,809 |
$ 6,590 |
$ 667 |
6,264 |
| Ares Management Corporation |
$ 4,589 |
- |
$ -25 |
870 |
| Legg Mason Inc |
$ 4,516 |
$ 2,922 |
$ 304 |
2,979 |
| Janus Henderson Group Plc |
$ 4,310 |
$ 2,227 |
$ 446 |
- |
| Eaton Vance Corp |
$ 4,067 |
$ 1,723 |
$ 368 |
1,473 |
| Fortress Investment Group Llc |
$ 3,960 |
$ 1,438 |
$ 638 |
3,325 |
| Interactive Brokers Group inc |
$ 3,789 |
$ 2,392 |
$ 1,055 |
1,087 |
| Houlihan Lokey Inc |
$ 3,629 |
$ 2,319 |
$ 184 |
400 |
| Stifel Financial Corp |
$ 3,457 |
$ 3,632 |
$ 437 |
7,100 |
| Affiliated Managers Group inc |
$ 3,303 |
$ 2,111 |
$ 478 |
- |
| Lazard Ltd |
$ 3,123 |
$ 2,563 |
$ 260 |
2,610 |
| Cohen and Steers Inc |
$ 3,088 |
$ 436 |
$ 115 |
275 |
| Virtu Financial inc |
$ 2,946 |
$ 2,171 |
$ 298 |
148 |
| Financial Engines, Inc. |
$ 2,900 |
$ 520 |
$ 52 |
527 |
| Janus Capital Group Inc |
$ 2,629 |
$ 1,522 |
$ 122 |
1,209 |
| Evercore Inc |
$ 2,280 |
$ 2,029 |
$ 354 |
1,400 |
| Federated Hermes Inc |
$ 2,194 |
- |
$ 0 |
- |
| Hamilton Lane Incorporated |
$ 1,990 |
$ 295 |
$ 127 |
- |
| Pjt Partners Inc |
$ 1,960 |
$ 790 |
$ 95 |
353 |
| Assetmark Financial Holdings Inc |
$ 1,874 |
$ 115 |
$ 3 |
- |
| Artisan Partners Asset Management Inc |
$ 1,662 |
$ 817 |
$ 235 |
370 |
| Moelis and Co |
$ 1,653 |
$ 762 |
$ 150 |
660 |
| Aberdeen Standard Gold Etf Trust |
$ 1,580 |
- |
$ 214 |
- |
| Brightsphere Investment Group Plc |
$ 1,501 |
$ 886 |
$ 137 |
1,163 |
| World Gold Trust |
$ 1,498 |
- |
$ 201 |
- |
| Kcg Holdings, Inc. |
$ 1,353 |
$ 1,364 |
$ 222 |
1,006 |
| Victory Capital Holdings Inc |
$ 1,329 |
$ 730 |
$ 135 |
- |
| Noah Holdings Ltd |
$ 1,086 |
$ 994 |
$ 124 |
2,688 |
| Intl Fcstone Inc |
$ 1,068 |
$ 50,764 |
$ 99 |
1,231 |
| Brightsphereinvestment Group Inc |
$ 1,045 |
$ 795 |
$ 262 |
- |
| Waddell and Reed Financial Inc |
$ 1,018 |
$ 1,075 |
$ 105 |
1,691 |
| Bgc Partners Inc |
$ 924 |
$ 2,163 |
$ 19 |
7,841 |
| Virtus Investment Partners Inc |
$ 906 |
$ 583 |
$ 84 |
426 |
| Associated Capital Group Inc |
$ 857 |
- |
$ -59 |
72 |
| Piper Sandler Companies |
$ 798 |
- |
$ 0 |
- |
| Graniteshares Gold Trust |
$ 757 |
- |
$ 121 |
- |
| United States Oil Fund Lp |
$ 672 |
- |
$ -1,565 |
1 |
| Aberdeen Standard Platinum Etf Trust |
$ 627 |
- |
$ -88 |
- |
| Aberdeen Standard Precious Metals Basket Etf Trust |
$ 571 |
- |
$ 63 |
- |
| B Riley Financial Inc |
$ 556 |
$ 510 |
$ -25 |
217 |
| Ishares S and p Gsci Commodity indexed Trust |
$ 549 |
$ 15 |
$ -408 |
1 |
| Wisdomtree Investments Inc |
$ 519 |
$ 264 |
$ -28 |
177 |
| Ladenburg Thalmann Financial Services Inc |
$ 501 |
$ 1,469 |
$ 23 |
1,307 |
| Sculptor Capital Management Inc |
$ 479 |
$ 79 |
$ -53 |
- |
| Cowen Inc |
$ 458 |
$ 1,139 |
$ -28 |
769 |
| Aberdeen Standard Silver Etf Trust |
$ 427 |
- |
$ -29 |
- |
| Pzena Investment Management Inc |
$ 396 |
$ 143 |
$ 30 |
88 |
| Diamond Hill Investment Group Inc |
$ 376 |
$ 167 |
$ 60 |
126 |
| Gamco Investors Inc Et Al |
$ 326 |
$ 297 |
$ 73 |
168 |
| United States Natural Gas Fund Lp |
$ 308 |
- |
$ -210 |
1 |
| Altimmune Inc |
$ 306 |
$ 6 |
$ -22 |
- |
| Aberdeen Standard Palladium Etf Trust |
$ 304 |
- |
$ 120 |
- |
| Invesco Currencyshares Euro Trust |
$ 275 |
- |
$ -2 |
1 |
| Oppenheimer Holdings Inc |
$ 274 |
$ 1,016 |
$ 50 |
3,290 |
| Twelve Seas Investment Co |
$ 267 |
- |
$ 1 |
- |
| Value Line Inc |
$ 239 |
$ 40 |
$ 15 |
178 |
| Gain Capital Holdings Inc |
$ 230 |
$ 383 |
$ 45 |
772 |
| Manning and Napier Inc |
$ 216 |
$ 134 |
$ 8 |
474 |
| Invesco Currencyshares Japanese Yen Trust |
$ 210 |
- |
$ -1 |
1 |
| Greenhill and Co Inc |
$ 191 |
$ 317 |
$ 19 |
350 |
| Invesco Currencyshares Swiss Franc Trust |
$ 143 |
- |
$ -2 |
1 |
| United States Commodity Index Funds Trust |
$ 138 |
- |
$ -80 |
1 |
| Siebert Financial Corp |
$ 126 |
$ 37 |
$ 4 |
43 |
| Safeguard Scientifics Inc |
$ 125 |
$ 28 |
$ 17 |
30 |
| Sprott Physical Platinum and Palladium Trust |
$ 119 |
$ 5 |
$ 0 |
- |
| Invesco Currencyshares Canadian Dollar Trust |
$ 115 |
$ 1 |
$ 1 |
1 |
| Westwood Holdings Group Inc |
$ 112 |
$ 82 |
$ 4 |
168 |
| Silvercrest Asset Management Group Inc |
$ 106 |
$ 110 |
$ 22 |
109 |
| Arlington Asset Investment Corp |
$ 101 |
- |
$ -98 |
11 |
| Invesco Currencyshares Australian Dollar Trust |
$ 90 |
$ 1 |
$ 0 |
1 |
| Zais Group Holdings, Inc. |
$ 88 |
$ 31 |
$ -1 |
77 |
| United States Brent Oil Fund Lp |
$ 67 |
$ 2 |
$ -72 |
11 |
| Hennessy Advisors Inc |
$ 61 |
$ 40 |
$ 10 |
21 |
| Jmp Group Llc |
$ 53 |
$ 79 |
$ -24 |
247 |
| Prime Global Capital Group Inc |
$ 51 |
$ 2 |
$ 0 |
13 |
| U S Global Investors Inc |
$ 36 |
- |
$ -6 |
40 |
| United States 12 Month Oil Fund Lp |
$ 35 |
- |
$ -24 |
1 |
| Cohen and Co Inc |
$ 32 |
$ 56 |
$ -14 |
- |
| Invesco Currencyshares British Pound Sterling Trus |
$ 28 |
$ 0 |
$ 0 |
1 |
| National Holdings Corp |
$ 26 |
$ 214 |
$ 0 |
1,152 |
| United States Gasoline Fund Lp |
$ 21 |
- |
$ -21 |
1 |
| Viking Energy Group Inc |
$ 21 |
$ 66 |
$ 31 |
5 |
| Dragon Victory International Ltd |
$ 17 |
$ 3 |
$ -1 |
- |
| Invesco Currencyshares Swedish Krona Trust |
$ 14 |
- |
$ 0 |
1 |
| Ishares Commodity Optimized Trust |
$ 13 |
$ 0 |
$ 0 |
1 |
| Crown Equity Holdings Inc |
$ 12 |
$ 0 |
$ 0 |
- |
| Graniteshares Platinum Trust |
$ 9 |
- |
$ -2 |
- |
| United States Short Oil Fund, Lp |
$ 9 |
- |
$ -3 |
1 |
| Wright Investors Service Holdings Inc |
$ 7 |
$ 5 |
$ -2 |
28 |
| United States Diesel-heating Oil Fund, Lp |
$ 7 |
$ 1 |
$ 1 |
1 |
| Fifth Street Asset Management Inc. |
$ 5 |
$ 49 |
$ -29 |
70 |
| 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 |
| Mentor Capital Inc |
$ 2 |
$ 4 |
$ -1 |
- |
| Futures Portfolio Fund L p |
$ 1 |
- |
$ -20 |
1 |
| Waterside Capital Corp |
$ 0 |
- |
$ 10 |
- |
| Global Brokerage, Inc. |
$ 0 |
- |
$ 0 |
- |
| Hpil Holding |
$ 0 |
$ 0 |
$ -9 |
- |
| Boldface Group, Inc. |
- |
- |
$ 0 |
- |
| Merriman Holdings, Inc |
- |
- |
$ 0 |
31 |
| B. Riley Financial, Inc. |
- |
- |
$ 0 |
217 |
| Oaktree Capital Group Llc |
- |
$ 655 |
$ -240 |
- |
| Hk Graphene Technology Corp |
- |
- |
$ 0 |
- |
| Invesco Db Agriculture Fund |
- |
- |
$ -47 |
1 |
| Managed Futures Premier Graham L p |
- |
- |
$ -4 |
- |
| Intercore Energy, Inc. |
- |
- |
$ 0 |
- |
| Invesco Db Us Dollar Index Bearish Fund |
- |
- |
$ -1 |
1 |
| Edelman Financial Group Inc. |
- |
- |
$ 0 |
- |
| Bthc Xv, Inc. |
- |
- |
$ 0 |
- |
| Doughertys Pharmacy, Inc. |
- |
$ 34 |
$ -4 |
- |
| Q Lotus Holdings Inc |
- |
- |
$ 0 |
- |
| Calamos Asset Management, Inc. |
- |
- |
$ 0 |
348 |
| Invesco Db Commodity Index Tracking Fund |
- |
- |
$ -366 |
1 |
| Invesco Db Energy Fund |
- |
- |
$ -30 |
1 |
| Immobiliare Global Investments, Inc. |
- |
- |
$ 0 |
- |
| Zais Group Holdings, Inc. |
- |
- |
$ 0 |
- |
| Etf Managers Group Commodity Trust I |
- |
- |
$ -8 |
- |
| Jefferies Group Llc |
- |
$ 5,203 |
$ 475 |
- |
| Wisdomtree Continuous Commodity Index Master Fund |
- |
- |
$ -19 |
1 |
| Invesco Db Silver Fund |
- |
$ 1 |
$ -1 |
1 |
| Real Industry, Inc. |
- |
$ 683 |
$ -97 |
- |
| Trio Merger Corp. |
- |
- |
$ 0 |
- |
| American Tax Credit Properties Ii L P |
- |
- |
$ 0 |
1 |
| Eztd Inc |
- |
- |
$ 0 |
161 |
| Rcs Capital Corp |
- |
- |
$ 0 |
1,942 |
| Invesco Db Us Dollar Index Bullish fund |
- |
$ 17 |
$ 5 |
1 |
| Yayi International Inc |
- |
- |
$ 0 |
- |
| Counsel Rb Capital Inc. |
- |
- |
$ 0 |
- |
| Invesco Db Gold Fund |
- |
$ 25 |
$ 25 |
1 |
| Arboretum Silverleaf Income Fund L p |
- |
$ 3 |
$ 0 |
- |
| Merrill Lynch & Co., Inc. |
- |
- |
$ 0 |
- |
| Royale Globe Holding Inc. |
- |
- |
$ 0 |
- |
| Morgan Stanley Smith Barney Spectrum Select Lp |
- |
$ 9 |
$ 3 |
- |
| Investors Capital Holdings Ltd |
- |
- |
$ 0 |
- |
| Inland Land Appreciation Fund Ii Lp |
- |
- |
$ 0 |
- |
| Invesco Db G10 Currency Harvest fund |
- |
- |
$ -1 |
1 |
| Global Arena Holding, Inc. |
- |
- |
$ 0 |
- |
| Nuveen Diversified Commodity Fund |
- |
- |
$ 0 |
1 |
| Wisdomtree Coal Fund |
- |
- |
$ 0 |
1 |
| Fbr & Co. |
- |
$ 132 |
$ -59 |
303 |
| China Dredging Group Co., Ltd. |
- |
- |
$ 0 |
- |
| Medley Llc |
- |
$ 43 |
$ -25 |
- |
| Intercore Energy, Inc. |
- |
- |
$ 0 |
- |
| Indo Global Exchange(s) Pte, Ltd. |
- |
- |
$ 0 |
1 |
| Metaurus Equity Component Trust |
- |
$ 1 |
$ -6 |
- |
| My Group, Inc. |
- |
- |
$ 0 |
- |
| Jones Financial Companies Lllp |
- |
$ 7,139 |
$ 756 |
- |
| Atel Cash Distribution Fund Vi Lp |
- |
- |
$ 0 |
- |
| Hk International Group, Inc. |
- |
- |
$ 0 |
- |
| Unifunds Ltd |
- |
- |
$ 0 |
- |
| Intervest Bancshares Corp |
- |
- |
$ 0 |
- |
| American Tax Credit Properties Iii Lp |
- |
$ 0 |
$ 0 |
1 |
| Jefferies Financial Group Inc |
- |
$ 4,949 |
$ -319 |
- |
| Kbs Real Estate Investment Trust Ii Inc |
- |
$ 112 |
$ 2 |
- |
| Crexus Investment Corp. |
- |
- |
$ 0 |
- |
| Mgt Capital Investments Inc |
- |
$ 1 |
$ -8 |
- |
| China Vantagepoint Acquisition Co |
- |
- |
$ 0 |
- |
| Bkf Capital Group Inc |
- |
- |
$ 0 |
- |
| Prime Acquisition Corp |
- |
- |
$ 0 |
- |
| Blue Wolf Mongolia Holdings Corp. |
- |
- |
$ 0 |
- |
| First Industrial Lp |
- |
$ 534 |
$ 21 |
- |
| Angstron Holdings Corp |
- |
- |
$ 0 |
- |
| Invesco Db Precious Metals Fund |
- |
$ 13 |
$ 14 |
1 |
| Susquehanna Bancshares Inc |
- |
- |
$ 0 |
- |
| Morgan Stanley Smith Barney Spectrum Strategic Lp |
- |
- |
$ 0 |
- |
| Morgan Stanley Smith Barney Charter Aspect L.p. |
- |
- |
$ -1 |
- |
| Kura Oncology, Inc. |
- |
- |
$ 0 |
- |
| Diversinet Corp |
- |
- |
$ 0 |
- |
| Icon Eci Fund Sixteen |
- |
$ 1 |
$ 0 |
- |
| Asia Select Acquisition Iii Corp |
- |
- |
$ 0 |
- |
| Boldface Group, Inc. |
- |
- |
$ 0 |
- |
| Global Cornerstone Holdings Ltd |
- |
- |
$ 0 |
- |
| American Tax Credit Trust Series I |
- |
$ 0 |
$ 1 |
1 |
| Lazard Group Llc |
- |
$ 2,557 |
$ 310 |
2,610 |
| China Topreach Inc. |
- |
- |
$ 0 |
- |
| Vaneck Merk Gold Trust |
- |
- |
$ 52 |
- |
| Nuveen Long |
- |
- |
$ 0 |
1 |
| Trio Merger Corp. |
- |
- |
$ 0 |
- |
| Seneca Global Fund, L.p. |
- |
- |
$ 0 |
1 |
| Invesco Db Base Metals Fund |
- |
- |
$ -38 |
1 |
| Invesco Db Oil Fund |
- |
- |
$ -118 |
1 |
| Woodstock Holdings Inc. |
- |
- |
$ 0 |
- |
| Icon Leasing Fund Twelve, Llc |
- |
$ 3 |
$ -43 |
- |
| Investment Services Industry |
$ 872,635 |
$ 343,004 |
$ 62,487 |
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 # |
|
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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 # |
|
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|
| 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 |
|
-29.71% |
-32.65% |
-67.95% |
-74.6% |
| 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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