| Symbol | Company Name | Weighted Alpha | Last | Change | 1 Month | 3 Month | 6 Month | 9 Month | 12 Month |
|---|---|---|---|---|---|---|---|---|---|
| WHG | WESTWOOD HLDGS | +65.10 | 46.80 | -0.30 | -1.47% | 24.87% | 31.79% | 27.00% | 69.26% |
| BLK | BLACKROCK INC | +33.10 | 221.55 | +1.85 | -2.60% | 3.30% | 10.30% | 10.96% | 44.12% |
| SMHG | SANDERS MORRIS | +20.50 | 10.81 | -0.09 | 38.77% | 53.66% | 22.70% | 11.96% | 13.08% |
| DHIL | DIAMOND HILL IN | +12.90 | 90.25 | -0.90 | 1.98% | 1.71% | 10.76% | 22.47% | 10.06% |
| IVZ | INVESCO PLC NEW | +5.40 | 25.68 | -0.06 | 2.93% | -7.39% | 5.55% | -7.39% | 5.31% |
| MORN | MORNINGSTAR INC | +3.50 | 67.39 | +0.76 | 2.14% | -2.73% | 5.05% | -14.38% | 7.24% |
| EPHC | EPOCH HOLDING C | +0.10 | 11.41 | -0.13 | -0.17% | 22.56% | -1.00% | -12.16% | -9.84% |
| CNS | COHN & STEERS | -1.30 | 29.21 | -0.19 | 10.90% | -7.88% | 19.18% | 2.96% | -8.26% |
| JNS | JANUS CAP GP CM | -3.00 | 26.60 | -0.43 | -6.04% | -9.74% | 13.68% | -21.93% | -1.00% |
| EV | EATON VANCE CP | -3.20 | 36.27 | -0.07 | -4.70% | -13.19% | 17.15% | -16.98% | -3.28% |
| FII | FEDERATED INV I | -3.50 | 35.05 | +0.57 | 7.91% | -4.78% | -12.48% | -7.98% | 3.12% |
| LAZ | LAZARD LTD. | -7.80 | 38.35 | -2.05 | -4.70% | 0.79% | 5.30% | -12.64% | -0.70% |
| BEN | FRANKLIN RES IN | -9.90 | 105.77 | +0.55 | -0.40% | 3.78% | 12.53% | -12.13% | -18.46% |
| VALU | VALUE LINE INC | -11.70 | 39.33 | +0.33 | 7.25% | -0.76% | -3.15% | 0.38% | -13.73% |
| AMG | AFFILIATED MGRS | -13.10 | 96.54 | +1.72 | 5.75% | -3.09% | 3.57% | -23.68% | -15.41% |
| BX | BLACKSTONE GRP | -17.40 | 17.16 | -0.33 | -3.92% | -8.67% | 14.63% | -16.94% | -17.42% |
| AMP | AMERIPRISE FINA | -20.00 | 45.78 | +0.72 | 5.02% | -1.48% | -8.44% | -21.53% | -23.32% |
| PZN | PZENA INV MGMT | -24.60 | 9.90 | +0.38 | 1.54% | -22.17% | 1.23% | -17.02% | n/a% |
| GLG | GLG PARTNERS IN | -27.90 | 8.14 | -0.10 | -7.71% | -0.79% | -37.58% | -40.32% | -20.66% |
| GROW | US GLOBAL INV I | -32.60 | 13.93 | +0.03 | 0.51% | -4.20% | -14.59% | -12.28% | -31.68% |
| AB | ALLIANCEBERNSTE | -33.70 | 53.95 | -0.35 | -0.46% | -15.41% | -10.31% | -31.49% | -35.10% |
| LM | LEGG MASON INC | -40.20 | 47.37 | +1.70 | 10.55% | -10.57% | -26.27% | -35.62% | -44.13% |
| FIG | FORTRESS INV GP | -40.80 | 10.10 | +0.12 | -1.37% | -25.93% | -15.62% | -41.16% | -39.45% |
| EVR | EVERCORE PARTNE | -41.80 | 13.83 | +0.63 | 6.30% | 3.44% | -26.36% | -34.61% | -32.77% |
| LYG | LLOYDS TSB GRP | -48.70 | 21.81 | -0.16 | -13.14% | -26.24% | -34.07% | -40.45% | -46.47% |


| INVESCO PLC NEW | +4.80 | 26.08 | |
| JANUS CAP GP CM | -1.00 | 27.05 | |
| T ROWE PRICE GR | +19.00 | 60.00 | |
| LEGG MASON INC | -47.40 | 44.95 | |
| AMERIPRISE FINA | -22.70 | 45.60 |
