| Symbol | Company Name | Weighted Alpha | Last | Change | 1 Month | 3 Month | 6 Month | 9 Month | 12 Month |
|---|---|---|---|---|---|---|---|---|---|
| WHG | WESTWOOD HLDGS | +20.10 | 43.70 | -1.40 | -1.24% | -4.90% | 24.71% | 19.43% | 21.90% |
| DHIL | DIAMOND HILL IN | -8.90 | 67.96 | -5.55 | -6.80% | -1.32% | -1.51% | 9.60% | -6.05% |
| LAZ | LAZARD LTD. | -14.90 | 38.75 | +1.75 | 2.87% | 18.10% | 15.02% | 14.04% | -15.91% |
| BLK | BLACKROCK INC | -20.90 | 169.22 | -10.62 | -15.81% | 3.56% | -16.90% | -15.40% | -6.60% |
| VALU | VALUE LINE INC | -30.40 | 32.63 | -6.86 | -14.04% | 1.37% | -21.52% | -11.60% | -29.65% |
| SMHG | SANDERS MORRIS | -30.70 | 7.19 | -0.26 | -21.72% | 33.02% | -15.81% | -22.98% | -26.48% |
| FII | FEDERATED INV I | -31.10 | 26.25 | -1.00 | -15.76% | -5.30% | -11.79% | -31.78% | -28.92% |
| EV | EATON VANCE CP | -32.10 | 24.96 | -0.89 | -29.21% | -19.82% | -22.70% | -31.91% | -39.68% |
| EPHC | EPOCH HOLDING C | -32.10 | 8.96 | -0.52 | -17.80% | 2.05% | -16.61% | -24.00% | -37.14% |
| MORN | MORNINGSTAR INC | -35.20 | 49.32 | -0.26 | -17.88% | -19.64% | -13.47% | -25.88% | -30.77% |
| IVZ | INVESCO PLC NEW | -37.30 | 16.97 | +0.44 | -26.88% | -17.46% | -26.66% | -35.45% | -40.25% |
| EVR | EVERCORE PARTNE | -38.20 | 13.23 | +0.73 | -2.00% | 74.54% | -12.38% | -24.44% | -48.70% |
| BX | BLACKSTONE GRP | -40.30 | 10.87 | +1.20 | -33.88% | -24.15% | -35.03% | -42.18% | -56.26% |
| CNS | COHN & STEERS | -42.70 | 20.07 | -1.18 | -23.13% | -4.02% | -23.75% | -16.38% | -47.13% |
| BEN | FRANKLIN RES IN | -46.60 | 73.10 | -1.88 | -17.96% | -11.73% | -25.17% | -25.00% | -45.50% |
| AMP | AMERIPRISE FINA | -52.70 | 30.30 | +4.78 | -27.55% | -16.83% | -40.00% | -42.78% | -53.05% |
| JNS | JANUS CAP GP CM | -53.40 | 12.99 | -0.43 | -40.06% | -40.22% | -44.53% | -50.51% | -60.03% |
| AMG | AFFILIATED MGRS | -53.50 | 64.58 | -2.96 | -25.62% | -13.61% | -28.36% | -33.37% | -50.99% |
| FIG | FORTRESS INV GP | -59.00 | 7.52 | +1.72 | -26.99% | -21.58% | -35.31% | -40.97% | -64.93% |
| PZN | PZENA INV MGMT | -60.00 | 6.24 | +0.79 | -12.24% | 0.32% | -37.72% | -35.93% | n/a% |
| LM | LEGG MASON INC | -60.40 | 24.04 | +0.71 | -33.33% | -19.08% | -56.39% | -65.27% | -70.67% |
| GROW | US GLOBAL INV I | -68.10 | 6.75 | -0.46 | -21.05% | -49.44% | -46.47% | -59.68% | -70.33% |
| AB | ALLIANCEBERNSTE | -68.80 | 28.43 | +0.28 | -32.26% | -34.36% | -51.48% | -56.45% | -67.43% |
| GLG | GLG PARTNERS IN | -72.20 | 4.07 | -0.11 | -41.73% | -50.40% | -59.10% | -66.68% | -68.51% |
| LYG | LLOYDS TSB GRP | -74.00 | 10.83 | -1.34 | -43.09% | -48.45% | -67.24% | -62.89% | -73.43% |

| INVESCO PLC NEW | -53.00 | 14.30 | |
| AMERIPRISE FINA | -65.60 | 21.62 | |
| LEGG MASON INC | -70.90 | 19.12 | |
| JANUS CAP GP CM | -60.80 | 12.34 | |
| T ROWE PRICE GR | -40.00 | 39.99 |
