| Symbol | Company Name | Weighted Alpha | Last | Change | 1 Month | 3 Month | 6 Month | 9 Month | 12 Month |
|---|---|---|---|---|---|---|---|---|---|
| VALU | VALUE LINE INC. | -21.70 | 32.99 | +0.67 | -2.86% | -17.24% | -16.35% | -21.23% | -19.58% |
| WHG | WESTWOOD HLDGS | -22.90 | 30.54 | -0.29 | -28.84% | -36.26% | -21.41% | -9.11% | -12.22% |
| DHIL | DIAMOND HILL IN | -24.80 | 57.92 | -5.24 | -10.88% | -24.15% | -29.79% | -9.50% | -8.02% |
| EPHC | EPOCH HOLDING C | -43.60 | 7.78 | -0.71 | -6.15% | -29.14% | -28.69% | -30.07% | -31.93% |
| SMHG | SANDERS MORRIS | -50.00 | 5.65 | -0.08 | -23.65% | -42.44% | -24.87% | -38.15% | -40.15% |
| FII | FEDERATED INV I | -51.00 | 19.57 | -0.48 | -13.60% | -32.61% | -39.00% | -47.95% | -43.16% |
| LAZ | LAZARD LTD. | -51.60 | 24.40 | +0.21 | -32.03% | -41.88% | -31.90% | -33.02% | -42.48% |
| BLK | BLACKROCK INC | -56.60 | 106.24 | -0.16 | -25.82% | -48.78% | -48.20% | -42.89% | -42.49% |
| BX | BLACKSTONE GRP | -60.60 | 6.49 | +0.15 | -37.36% | -61.00% | -67.01% | -57.39% | -68.05% |
| BEN | FRANKLIN RES IN | -61.70 | 53.89 | +2.73 | -23.22% | -45.40% | -46.76% | -43.97% | -53.69% |
| EVR | EVERCORE PARTNE | -63.60 | 7.72 | +0.15 | -36.82% | -41.60% | -45.13% | -60.19% | -64.11% |
| IVZ | INVESCO PLC NEW | -64.80 | 11.15 | +0.33 | -24.87% | -55.29% | -59.34% | -55.51% | -57.16% |
| EV | EATON VANCE CP | -66.00 | 15.24 | +0.07 | -32.01% | -57.68% | -62.08% | -51.99% | -64.53% |
| MORN | MORNINGSTAR INC | -67.50 | 29.75 | +0.11 | -45.85% | -52.68% | -58.82% | -55.65% | -59.94% |
| PZN | PZENA INV MGMT | -72.20 | 3.22 | -0.14 | -43.80% | -65.30% | -75.92% | -70.65% | -74.07% |
| AMP | AMERIPRISE FINA | -73.10 | 16.00 | -0.31 | -39.53% | -62.33% | -66.53% | -69.05% | -71.16% |
| LM | LEGG MASON INC | -73.20 | 16.20 | +0.84 | -28.45% | -58.61% | -70.48% | -75.99% | -76.69% |
| CNS | COHN & STEERS | -75.90 | 9.14 | -0.61 | -47.62% | -66.69% | -70.10% | -62.37% | -67.05% |
| AMG | AFFILIATED MGRS | -79.10 | 27.51 | -0.50 | -48.09% | -68.94% | -72.42% | -71.99% | -76.87% |
| GROW | U.S. GLOBAL INV | -80.50 | 3.85 | +0.09 | -56.55% | -70.06% | -69.42% | -77.12% | -75.71% |
| FIG | FORTRESS INV GP | -80.50 | 2.35 | -0.32 | -55.74% | -75.37% | -84.22% | -80.55% | -84.87% |
| GLG | GLG PARTNERS IN | -80.70 | 2.56 | -0.09 | -17.15% | -67.49% | -68.40% | -79.38% | -80.57% |
| LYG | LLOYDS TSB GRP | -81.10 | 7.68 | -1.16 | -37.81% | -64.62% | -75.23% | -75.17% | -78.55% |
| JNS | JANUS CAP GP CM | -81.80 | 6.27 | -0.30 | -48.65% | -74.41% | -77.36% | -74.50% | -79.95% |
| AB | ALLIANCEBERNSTE | -83.50 | 15.95 | +0.11 | -33.04% | -68.98% | -75.29% | -73.76% | -78.37% |


| LEGG MASON INC | -75.10 | 15.36 | |
| T. ROWE PRICE G | -62.70 | 28.96 | |
| JANUS CAP GP CM | -80.50 | 6.57 | |
| INVESCO PLC NEW | -66.30 | 10.82 | |
| AMERIPRISE FINA | -72.40 | 16.31 |
