| Reporting Segment | Product Line | Amount (USD)arrow_drop_up | Percentage |
|---|---|---|---|
| keyboard_arrow_right | Reporting Segment & Product Line | Amount (USD) | Percentage |
| Commission |
Equity Broker
These companies broker equity securities.
|
0.11B | 1.10% |
| Other |
Direct Investment Funds for Businesses, Governments, and Individuals (Equity and Fixed Income)
These companies are the assets purchased by businesses and governments (via pension funds). These often include both equity and fixed-income assets, and are managed by a third-party. NOTE: These firms are NOT being paid for fund management; rather they are the funds themselves.
|
0.12B | 1.18% |
| Commission |
Full Service Securities Brokerage for Individuals
These companies provide brokerage services to individual consumers. This is usually conducted as part of a larger financial advisory service, although revenues are derived primarily from trading commissions.
|
0.14B | 1.37% |
| Commission |
Fixed Income Broker
These companies broker fixed income securities.
|
0.15B | 1.53% |
| Interest Income |
Diversified Commercial and Consumer Loans and Securities
These companies provide loans to businesses and consumers. These loans are used to finance a variety of products, such as vehicles, equipment, and construction projects. Includes mortgages. These companies are typically banks that also deal in investment securities.
|
0.16B | 1.59% |
| Transaction |
Transaction Processing Services for Financial Institutions
These companies provide transactional processing services to financial institutions. These services include, but are not limited to processing the card application, initiating service for the cardholder, processing each card transaction for the issuing retailer or financial institution and accumulating the account's transactions.
|
0.2B | 1.99% |
| Service and Fee |
Software Platform for Asset Managers
These companies provide software and platforms used by asset managers and financial institutions for making and managing investments on behalf of clients.
|
0.51B | 5.06% |
| Commission |
Investment Fund Distributor
These companies sell money management services to consumers on behalf of investment funds.
|
0.67B | 6.63% |
| Commission |
Annuity Broker
These companies sell annuities on behalf of insurance companies.
|
1.48B | 14.75% |
| Asset-Based |
Asset Management for Businesses, Governments, and Individuals (Cash and Money Market)
These companies invest the assets of businesses, consumers, and governments in money market portfolios.
|
2.38B | 23.65% |
| Advisory |
Investment Advisory for Consumers
These companies advise consumers on managing their assets.
|
4.14B | 41.14% |
| keyboard_arrow_down |
Commission
Equity Broker
|
0.11B | 1.10% |
| keyboard_arrow_right |
These companies broker equity securities.
|
||
| keyboard_arrow_down |
Other
Direct Investment Funds for Businesses, Governments, and Individuals (Equity and Fixed Income)
|
0.12B | 1.18% |
| keyboard_arrow_right |
These companies are the assets purchased by businesses and governments (via pension funds). These often include both equity and fixed-income assets, and are managed by a third-party. NOTE: These firms are NOT being paid for fund management; rather they are the funds themselves.
|
||
| keyboard_arrow_down |
Commission
Full Service Securities Brokerage for Individuals
|
0.14B | 1.37% |
| keyboard_arrow_right |
These companies provide brokerage services to individual consumers. This is usually conducted as part of a larger financial advisory service, although revenues are derived primarily from trading commissions.
|
||
| keyboard_arrow_down |
Commission
Fixed Income Broker
|
0.15B | 1.53% |
| keyboard_arrow_right |
These companies broker fixed income securities.
|
||
| keyboard_arrow_down |
Interest Income
Diversified Commercial and Consumer Loans and Securities
|
0.16B | 1.59% |
| keyboard_arrow_right |
These companies provide loans to businesses and consumers. These loans are used to finance a variety of products, such as vehicles, equipment, and construction projects. Includes mortgages. These companies are typically banks that also deal in investment securities.
|
||
| keyboard_arrow_down |
Transaction
Transaction Processing Services for Financial Institutions
|
0.2B | 1.99% |
| keyboard_arrow_right |
These companies provide transactional processing services to financial institutions. These services include, but are not limited to processing the card application, initiating service for the cardholder, processing each card transaction for the issuing retailer or financial institution and accumulating the account's transactions.
|
||
| keyboard_arrow_down |
Service and Fee
Software Platform for Asset Managers
|
0.51B | 5.06% |
| keyboard_arrow_right |
These companies provide software and platforms used by asset managers and financial institutions for making and managing investments on behalf of clients.
|
||
| keyboard_arrow_down |
Commission
Investment Fund Distributor
|
0.67B | 6.63% |
| keyboard_arrow_right |
These companies sell money management services to consumers on behalf of investment funds.
|
||
| keyboard_arrow_down |
Commission
Annuity Broker
|
1.48B | 14.75% |
| keyboard_arrow_right |
These companies sell annuities on behalf of insurance companies.
|
||
| keyboard_arrow_down |
Asset-Based
Asset Management for Businesses, Governments, and Individuals (Cash and Money Market)
|
2.38B | 23.65% |
| keyboard_arrow_right |
These companies invest the assets of businesses, consumers, and governments in money market portfolios.
|
||
| keyboard_arrow_down |
Advisory
Investment Advisory for Consumers
|
4.14B | 41.14% |
| keyboard_arrow_right |
These companies advise consumers on managing their assets.
|
||