ARROW FINANCIAL CORP - AROW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARROW FINANCIAL CORP | History | Added to | 1,871,735 | 58,772 | 5.86% | 5.37% | 1 | +14,403 | 0.78% | Q4 2025 | Feb 05, 2026 |
| BlackRock, Inc. | History | Reduced | 1,251,086 | 39,284 | 0.0% | 0.0% | 2 | -16,184 | -1.28% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 876,807 | 27,531 | 0.0% | 0.0% | 3 | -12,427 | -1.4% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 728,534 | 22,876 | 0.0% | 0.0% | 4 | -11,919 | -1.61% | Q4 2025 | Feb 12, 2026 |
| Rhino Investment Partners, Inc | History | Added to | 789,305 | 20,332 | 5.76% | 2.03% | 5 | +561,501 | 246.48% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 369,085 | 11,589 | 0.0% | 0.0% | 6 | -7,831 | -2.08% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 363,724 | 11,423 | 0.0% | 0.0% | 7 | -7,455 | -2.01% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 322,964 | 10,141 | 0.01% | 0.0% | 8 | -1,030 | -0.32% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 252,205 | 7,919 | 0.01% | 0.01% | 9 | +2,917 | 1.17% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 187,897 | 5,900 | 0.0% | 0.0% | 10 | -11,499 | -5.77% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 143,019 | 4,487 | 0.01% | 0.0% | 11 | +82,066 | 134.64% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 128,012 | 4,019 | 0.0% | 0.0% | 12 | -7,495 | -5.53% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 127,525 | 4,004 | 0.0% | 0.0% | 13 | -2,050 | -1.58% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 119,842 | 3,763 | 0.01% | 0.01% | 14 | +511 | 0.43% | Q4 2025 | Mar 16, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 116,889 | 3,670 | 0.01% | 0.01% | 15 | +4,200 | 3.73% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 101,905 | 3,199 | 0.0% | 0.0% | 16 | -20,272 | -16.59% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 86,676 | 2,721 | 0.0% | 0.0% | 17 | -1,986 | -2.24% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 80,374 | 2,523 | 0.0% | 0.0% | 18 | +18,888 | 30.72% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 74,328 | 2,333 | 0.01% | 0.01% | 19 | -3,400 | -4.37% | Q4 2025 | Feb 10, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 69,263 | 2,174 | 0.03% | — | 20 | +69,263 | New | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 66,697 | 2,094 | 0.0% | 0.0% | 21 | +44,131 | 195.56% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 64,079 | 2,012 | 0.0% | 0.0% | 22 | -8,646 | -11.89% | Q4 2025 | Mar 25, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 61,882 | 1,943 | 0.02% | 0.01% | 23 | +1,890 | 3.15% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 56,365 | 1,769 | 0.07% | 0.07% | 24 | -1,000 | -1.74% | Q4 2025 | Jan 16, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 50,419 | 1,583 | 0.0% | 0.0% | 25 | +300 | 0.6% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 50,387 | 1,582 | 0.0% | 0.0% | 26 | +23,839 | 89.8% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 48,909 | 1,535 | 0.04% | 0.02% | 27 | +26,082 | 114.26% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 48,699 | 1,529 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 45,987 | 1,443 | 0.0% | 0.0% | 29 | +13,192 | 40.23% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 42,543 | 1,335 | 0.0% | 0.0% | 30 | +3,644 | 9.37% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 39,598 | 1,244 | 0.0% | 0.0% | 31 | +13,049 | 49.15% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 31,001 | 973 | 0.0% | 0.0% | 32 | +1,525 | 5.17% | Q4 2025 | Feb 17, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 30,767 | 966 | 0.55% | 0.51% | 33 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 28,420 | 892 | 0.03% | 0.03% | 34 | +2,141 | 8.15% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 28,337 | 889 | 0.01% | 0.01% | 35 | +2,445 | 9.44% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 28,055 | 880 | 0.0% | 0.0% | 36 | +10,531 | 60.09% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 27,603 | 866 | 0.0% | — | 37 | +27,603 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 26,479 | 831 | 0.0% | 0.0% | 38 | +7,868 | 42.28% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 25,339 | 795 | 0.0% | 0.0% | 39 | +2,143 | 9.24% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 24,396 | 766 | 0.0% | 0.0% | 40 | -667 | -2.66% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 23,964 | 752 | 0.0% | 0.0% | 41 | -5,058 | -17.43% | Q4 2025 | Feb 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,858 | 717 | 0.0% | 0.0% | 42 | -1,685 | -6.87% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 22,131 | 694 | 0.0% | 0.0% | 43 | -2,866 | -11.47% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 20,867 | 655 | 0.0% | 0.0% | 44 | +8,077 | 63.15% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 20,447 | 642 | 0.0% | 0.0% | 45 | +19,945 | 3973.11% | Q4 2025 | Jan 30, 2026 |
| Integrated Quantitative Investments LLC | History | New | 20,329 | 638 | 0.14% | — | 46 | +20,329 | New | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 20,131 | 632 | 0.0% | 0.0% | 47 | +812 | 4.2% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | New | 19,523 | 613 | 0.0% | — | 48 | +19,523 | New | Q4 2025 | Feb 11, 2026 |
| Midwest Trust Co | History | Reduced | 16,854 | 529 | 0.01% | 0.01% | 49 | -8 | -0.05% | Q4 2025 | Feb 04, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 18,800 | 509 | 0.0% | 0.0% | 50 | +8,350 | 79.9% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 15,690 | 492 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 15,638 | 491 | 0.0% | 0.0% | 52 | -1,440 | -8.43% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 15,499 | 486 | 0.0% | 0.0% | 53 | +2,500 | 19.23% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | New | 15,082 | 473 | 0.04% | — | 54 | +15,082 | New | Q4 2025 | Feb 06, 2026 |
| EDMP, INC. | History | New | 14,237 | 447 | 0.37% | — | 55 | +14,237 | New | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 13,954 | 438 | 0.0% | 0.0% | 56 | -6,243 | -30.91% | Q4 2025 | Feb 11, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 11,110 | 348 | 0.03% | 0.02% | 58 | -400 | -3.48% | Q4 2025 | Feb 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 11,110 | 348 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Angel Oak Capital Advisors, LLC | History | No change | 11,000 | 345 | 0.5% | 0.24% | 59 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 11,000 | 345 | 0.05% | 0.04% | 60 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Waldron Private Wealth LLC | History | No change | 10,955 | 343 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FRANKLIN RESOURCES INC | History | New | 10,764 | 337 | 0.0% | — | 62 | +10,764 | New | Q4 2025 | Feb 11, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 10,100 | 317 | 0.0% | — | 63 | +10,100 | New | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,861 | 309 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PharVision Advisers, LLC | History | New | 9,559 | 300 | 0.15% | — | 66 | +9,559 | New | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 9,563 | 300 | 0.0% | 0.0% | 65 | +2,477 | 34.96% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | New | 9,358 | 293 | 0.0% | — | 67 | +9,358 | New | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 9,198 | 289 | 0.0% | 0.0% | 68 | +720 | 8.49% | Q4 2025 | Feb 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 9,129 | 286 | 0.02% | — | 69 | +9,129 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 8,347 | 262 | 0.0% | — | 70 | +8,347 | New | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 8,043 | 252 | 0.0% | — | 71 | +8,043 | New | Q4 2025 | Feb 18, 2026 |
| IFG Advisory, LLC | History | No change | 7,937 | 249 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | New | 7,642 | 239 | 0.01% | — | 73 | +7,642 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 7,596 | 238 | 0.0% | 0.0% | 74 | -211 | -2.7% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 7,196 | 225 | 0.0% | — | 75 | +7,196 | New | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | New | 7,021 | 220 | 0.0% | — | 76 | +7,021 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 6,835 | 214 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,651 | 208 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 6,511 | 204 | 0.0% | 0.0% | 79 | -2,596 | -28.51% | Q4 2025 | Feb 13, 2026 |
| NBT BANK N A /NY | History | No change | 6,315 | 198 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,003 | 188 | 0.0% | — | 81 | +6,003 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 5,355 | 168 | 0.0% | 0.0% | 82 | +397 | 8.01% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,259 | 165 | 0.0% | 0.0% | 83 | +2,035 | 63.12% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 5,098 | 160 | 0.0% | 0.0% | 84 | -9,469 | -65.0% | Q4 2025 | Jan 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 4,905 | 154 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,600 | 144 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 4,521 | 142 | 0.0% | — | 87 | +4,521 | New | Q4 2025 | Jan 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4,045 | 127 | 0.01% | — | 88 | +4,045 | New | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 3,200 | 100 | 0.0% | — | 89 | +3,200 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 2,561 | 80 | 0.0% | 0.0% | 90 | +807 | 46.01% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,521 | 79 | 0.0% | 0.0% | 91 | -1,831 | -42.07% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 2,489 | 78 | 0.0% | 0.0% | 92 | +1,178 | 89.86% | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,456 | 77 | 0.03% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| LSV ASSET MANAGEMENT | History | New | 2,400 | 75 | 0.0% | — | 94 | +2,400 | New | Q4 2025 | Feb 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 1,557 | 49 | 0.0% | 0.0% | 95 | +338 | 27.73% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | No change | 1,500 | 47 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,523 | 47 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clean Yield Group | History | No change | 1,458 | 45 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,323 | 41 | 0.0% | 0.0% | 100 | -340 | -20.44% | Q4 2025 | Feb 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 1,310 | 41 | 0.01% | 0.01% | 99 | +12 | 0.92% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,169 | 36 | 0.0% | 0.0% | 101 | -27 | -2.26% | Q4 2025 | Jan 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,003 | 31 | 0.0% | 0.0% | 102 | -188 | -15.79% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 896 | 28 | 0.0% | 0.0% | 103 | -184 | -17.04% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 773 | 24 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| State of Alaska, Department of Revenue | History | No change | 675 | 21 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quarry LP | History | Added to | 642 | 20 | 0.0% | 0.0% | 107 | +103 | 19.11% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 662 | 20 | 0.0% | 0.0% | 106 | -43 | -6.1% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 563 | 17 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 512 | 16 | 0.0% | 0.0% | 109 | -55 | -9.7% | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 490 | 15 | 0.0% | 0.0% | 111 | -199 | -28.88% | Q4 2025 | Jan 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 498 | 15 | 0.0% | 0.0% | 110 | +90 | 22.06% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 385 | 12 | 0.0% | 0.0% | 112 | -217 | -36.05% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 320 | 10 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hillsdale Investment Management Inc. | History | New | 260 | 8 | 0.0% | — | 114 | +260 | New | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 166 | 5 | 0.0% | — | 115 | +166 | New | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 160 | 5 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | No change | 142 | 4 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 103 | 3 | 0.0% | 0.0% | 118 | -371 | -78.27% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 95 | 2 | 0.0% | 0.0% | 121 | +18 | 23.38% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 70 | 2 | 0.0% | 0.0% | 120 | -17 | -19.54% | Q4 2025 | Feb 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 54 | 1 | 0.0% | 0.0% | 123 | -132 | -70.97% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 48 | 1 | 0.0% | — | 122 | +18 | 60.0% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,011 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q3 2025 | Jan 12, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Torren Management, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 31 | 0 | — | — | — | +8 | 34.78% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 10 | 0 | — | — | — | +2 | 25.0% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| City State Bank | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |