| Symbol | Company Name | Weighted Alpha | Last | Change | 1 Month | 3 Month | 6 Month | 9 Month | 12 Month |
|---|---|---|---|---|---|---|---|---|---|
| WHG | WESTWOOD HLDGS | +51.70 | 44.10 | -0.20 | -5.32% | 16.70% | 25.82% | 15.23% | 59.49% |
| BLK | BLACKROCK INC | +24.90 | 211.55 | +0.64 | -2.25% | -0.19% | 16.24% | 0.35% | 41.43% |
| SMHG | SANDERS MORRIS | +15.60 | 10.49 | -0.21 | 40.62% | 49.96% | 22.98% | 6.34% | 12.43% |
| DHIL | DIAMOND HILL IN | +9.50 | 88.32 | -0.38 | -1.26% | -3.06% | 7.71% | 19.38% | 6.45% |
| IVZ | INVESCO PLC NEW | +4.80 | 25.58 | +0.72 | 7.16% | -6.37% | 14.66% | -9.03% | 8.41% |
| MORN | MORNINGSTAR INC | +0.70 | 66.07 | -0.32 | 4.28% | -5.41% | 8.40% | -18.39% | 8.42% |
| EPHC | EPOCH HOLDING C | -0.40 | 11.37 | -0.01 | -4.45% | 23.59% | 4.46% | -18.26% | -0.66% |
| FII | FEDERATED INV I | -5.10 | 31.97 | +0.10 | 13.85% | -4.34% | -11.69% | -13.43% | -1.36% |
| EV | EATON VANCE CP | -5.80 | 35.56 | +0.56 | -2.71% | -12.97% | 19.97% | -21.95% | -2.79% |
| VALU | VALUE LINE INC | -6.60 | 40.97 | +1.54 | 17.49% | 2.22% | 4.28% | 2.45% | -10.15% |
| CNS | COHN & STEERS | -8.50 | 27.67 | +0.27 | 15.73% | -10.25% | 16.95% | -7.89% | -11.65% |
| LAZ | LAZARD LTD. | -9.30 | 37.91 | +0.80 | -1.33% | -0.73% | 9.85% | -14.79% | -1.84% |
| JNS | JANUS CAP GP CM | -9.40 | 25.34 | -0.76 | -2.58% | -12.98% | 14.87% | -26.27% | -4.38% |
| BEN | FRANKLIN RES IN | -15.90 | 100.67 | -0.89 | 0.50% | 1.25% | 12.69% | -16.41% | -19.71% |
| AMG | AFFILIATED MGRS | -17.20 | 93.29 | +1.25 | 6.68% | -5.33% | 3.97% | -27.69% | -17.35% |
| BX | BLACKSTONE GRP | -22.40 | 16.43 | -0.31 | -9.43% | -9.53% | 20.10% | -21.87% | -19.22% |
| AMP | AMERIPRISE FINA | -23.40 | 44.37 | +0.20 | 6.48% | -2.70% | -8.44% | -24.63% | -23.85% |
| GLG | GLG PARTNERS IN | -29.60 | 8.00 | -0.11 | -3.61% | 0.31% | -39.16% | -42.03% | -21.26% |
| PZN | PZENA INV MGMT | -32.40 | 9.13 | +0.20 | -6.84% | -26.84% | 1.67% | -26.49% | n/a% |
| GROW | US GLOBAL INV I | -37.40 | 13.20 | -0.04 | 2.09% | -14.40% | -10.33% | -18.11% | -36.63% |
| AB | ALLIANCEBERNSTE | -38.10 | 51.36 | -0.43 | -0.12% | -19.98% | -12.11% | -36.17% | -37.35% |
| EVR | EVERCORE PARTNE | -44.80 | 13.31 | +0.07 | 5.55% | -0.08% | -23.24% | -39.58% | -34.69% |
| LM | LEGG MASON INC | -45.10 | 44.52 | +1.92 | 13.43% | -15.87% | -29.32% | -41.09% | -44.54% |
| FIG | FORTRESS INV GP | -47.40 | 9.29 | -0.34 | -9.98% | -28.68% | -14.93% | -46.66% | -42.48% |
| LYG | LLOYDS TSB GRP | -53.50 | 20.37 | +0.22 | -16.86% | -27.14% | -38.73% | -44.44% | -49.18% |

| INVESCO PLC NEW | +0.70 | 24.86 | |
| JANUS CAP GP CM | -5.50 | 26.10 | |
| LEGG MASON INC | -48.40 | 42.60 | |
| T ROWE PRICE GR | +14.00 | 57.08 | |
| AMERIPRISE FINA | -23.90 | 44.17 |
