MEDIFAST INC - MED
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 914,793 | 9,769 | 0.0% | 0.0% | 1 | -3,355 | -0.37% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 780,610 | 8,336 | 0.01% | 0.01% | 2 | -20,300 | -2.53% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 776,829 | 8,296 | 0.0% | 0.0% | 3 | +181,618 | 30.51% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 711,499 | 7,598 | 0.0% | 0.0% | 4 | +190 | 0.03% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 563,900 | 6,022 | 0.0% | 0.0% | 5 | +306,000 | 118.65% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 330,703 | 4,026 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 334,858 | 3,576 | 0.0% | 0.0% | 7 | -253,681 | -43.1% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 326,240 | 3,484 | 0.0% | 0.0% | 8 | +27,871 | 9.34% | Q4 2025 | Feb 12, 2026 |
| Steamboat Capital Partners, LLC | History | New | 276,414 | 2,952 | 0.81% | — | 9 | +276,414 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 260,200 | 2,778 | 0.0% | 0.0% | 10 | -159,700 | -38.03% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 247,449 | 2,643 | 0.0% | 0.0% | 11 | -8,598 | -3.36% | Q4 2025 | Feb 09, 2026 |
| Man Group plc | History | Added to | 236,500 | 2,525 | 0.0% | 0.01% | 12 | +23,070 | 10.81% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 221,700 | 2,367 | 0.0% | 0.0% | 13 | -4,326 | -1.91% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 219,118 | 2,340 | 0.0% | 0.0% | 14 | -61,230 | -21.84% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 217,822 | 2,326 | 0.0% | 0.0% | 15 | -3,423 | -1.55% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 180,863 | 1,931 | 0.0% | 0.0% | 16 | -30,555 | -14.45% | Q4 2025 | Mar 25, 2026 |
| PEAK6 LLC | History | Reduced | 168,326 | 1,797 | 0.0% | 0.01% | 18 | -237,574 | -58.53% | Q4 2025 | Mar 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 168,300 | 1,797 | 0.0% | 0.01% | 17 | -77,300 | -31.47% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 157,778 | 1,683 | 0.0% | 0.01% | 19 | -239,664 | -60.3% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 139,300 | 1,487 | 0.0% | 0.0% | 20 | -474,100 | -77.29% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 131,509 | 1,404 | 0.0% | 0.0% | 21 | -179,310 | -57.69% | Q4 2025 | Feb 17, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 127,112 | 1,357 | 0.06% | 0.12% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 126,959 | 1,355 | 0.01% | 0.01% | 23 | +59,439 | 88.03% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 117,939 | 1,259 | 0.03% | 0.03% | 24 | -538 | -0.45% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 112,000 | 1,196 | 0.0% | 0.0% | 25 | +12,000 | 12.0% | Q4 2025 | Jan 29, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Added to | 111,244 | 1,188 | 0.11% | 0.12% | 26 | +31,275 | 39.11% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 102,900 | 1,098 | 0.0% | 0.01% | 27 | -116,200 | -53.04% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 101,500 | 1,084 | 0.0% | 0.0% | 28 | +28,200 | 38.47% | Q4 2025 | Feb 11, 2026 |
| Peapod Lane Capital LLC | History | Added to | 101,567 | 1,084 | 0.92% | 1.08% | 29 | +13,403 | 15.2% | Q4 2025 | Jan 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 97,473 | 1,041 | 0.0% | 0.0% | 30 | -355,070 | -78.46% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 87,662 | 936 | 0.0% | 0.0% | 31 | -8,113 | -8.47% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 80,340 | 858 | 0.0% | 0.0% | 32 | -148,459 | -64.89% | Q4 2025 | Feb 17, 2026 |
| Divisadero Street Capital Management, LP | History | No change | 79,839 | 852 | 0.04% | 0.05% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Virtus Family Office LLC | History | No change | 79,060 | 844 | 0.73% | 1.01% | 34 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 65,419 | 698 | 0.0% | 0.0% | 35 | -630 | -0.95% | Q4 2025 | Feb 12, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 58,056 | 620 | 0.35% | 0.46% | 36 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 54,380 | 580 | 0.0% | 0.0% | 37 | +425 | 0.79% | Q4 2025 | Feb 11, 2026 |
| Allianz Asset Management GmbH | History | No change | 52,859 | 564 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 48,807 | 521 | 0.0% | 0.0% | 39 | +6,041 | 14.13% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 44,773 | 478 | 0.01% | 0.01% | 40 | +4,462 | 11.07% | Q4 2025 | Feb 18, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 44,050 | 470 | 0.0% | 0.0% | 41 | -19,364 | -30.54% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 40,438 | 431 | 0.0% | 0.0% | 42 | -2,156 | -5.06% | Q4 2025 | Feb 19, 2026 |
| FMR LLC | History | Added to | 38,401 | 410 | 0.0% | 0.0% | 43 | +2,784 | 7.82% | Q4 2025 | Feb 17, 2026 |
| COMMONS CAPITAL, LLC | History | No change | 38,000 | 405 | 0.27% | 0.34% | 44 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| UBS Group AG | History | Added to | 37,607 | 401 | 0.0% | 0.0% | 45 | +3,850 | 11.41% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 37,256 | 397 | 0.0% | 0.0% | 46 | -14,855 | -28.51% | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 27,320 | 291 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 24,842 | 265 | 0.0% | 0.0% | 48 | +3,306 | 15.35% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 23,994 | 256 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 22,905 | 245 | 0.0% | 0.0% | 50 | +4,500 | 24.45% | Q4 2025 | Feb 17, 2026 |
| Atom Investors LP | History | New | 20,802 | 222 | 0.02% | — | 51 | +20,802 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 16,769 | 179 | 0.0% | 0.0% | 52 | +1,608 | 10.61% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 14,809 | 158 | 0.0% | 0.0% | 53 | -2,968 | -16.7% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,169 | 151 | 0.0% | 0.0% | 54 | +3,821 | 36.93% | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | New | 13,885 | 148 | 0.0% | — | 55 | +13,885 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 13,363 | 143 | 0.0% | 0.0% | 56 | -4,211 | -23.96% | Q4 2025 | Jan 09, 2026 |
| Brevan Howard Capital Management LP | History | New | 13,125 | 140 | 0.0% | — | 57 | +13,125 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 13,019 | 139 | 0.0% | 0.0% | 58 | -44,817 | -77.49% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | New | 13,039 | 139 | 0.0% | — | 59 | +13,039 | New | Q4 2025 | Mar 09, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 8,625 | 92 | 0.0% | 0.0% | 60 | -16,571 | -65.77% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 7,091 | 76 | 0.0% | 0.0% | 61 | -8,758 | -55.26% | Q4 2025 | Jan 26, 2026 |
| State of Wyoming | History | New | 5,549 | 59 | 0.01% | — | 62 | +5,549 | New | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 5,082 | 54 | 0.0% | 0.0% | 63 | -42,545 | -89.33% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,978 | 53 | 0.0% | 0.0% | 64 | -238 | -4.56% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 4,959 | 52 | 0.0% | 0.0% | 65 | -4,358 | -46.77% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,591 | 49 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 4,430 | 47 | 0.01% | — | 67 | +4,430 | New | Q4 2025 | Feb 12, 2026 |
| Caption Management, LLC | History | Reduced | 4,396 | 46 | 0.0% | 0.0% | 68 | -12,999 | -74.73% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,994 | 31 | 0.0% | 0.0% | 69 | -6,669 | -69.02% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,897 | 30 | 0.0% | 0.0% | 70 | +559 | 23.91% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,164 | 23 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Reduced | 2,068 | 22 | 0.0% | 0.01% | 72 | -8,045 | -79.55% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,652 | 17 | 0.0% | — | 73 | +1,652 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,372 | 14 | 0.0% | 0.0% | 74 | -50 | -3.52% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,389 | 14 | 0.0% | 0.0% | 75 | -29 | -2.05% | Q4 2025 | Jan 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,233 | 13 | 0.0% | 0.0% | 76 | +54 | 4.58% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,165 | 12 | 0.0% | 0.0% | 77 | +18 | 1.57% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,067 | 11 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 969 | 10 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,000 | 10 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 920 | 9 | 0.0% | 0.0% | 82 | +218 | 31.05% | Q4 2025 | Jan 20, 2026 |
| Legal & General Group Plc | History | No change | 929 | 9 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 666 | 7 | 0.0% | — | 83 | +666 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 661 | 7 | 0.0% | 0.0% | 84 | -120 | -15.36% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 576 | 6 | 0.0% | 0.0% | 85 | +410 | 246.99% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 621 | 6 | 0.0% | 0.0% | 86 | -123 | -16.53% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 559 | 5 | 0.0% | 0.0% | 87 | -661 | -54.18% | Q4 2025 | Jan 05, 2026 |
| Rockefeller Capital Management L.P. | History | New | 376 | 4 | 0.0% | — | 89 | +376 | New | Q4 2025 | Mar 16, 2026 |
| AMALGAMATED BANK | History | Reduced | 339 | 4 | 0.0% | 0.0% | 88 | -33 | -8.87% | Q4 2025 | Feb 05, 2026 |
| WealthCollab, LLC | History | Added to | 339 | 3 | 0.0% | 0.0% | 91 | +163 | 92.61% | Q4 2025 | Jan 27, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 303 | 3 | 0.0% | 0.0% | 90 | -3 | -0.98% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Added to | 11,597 | 1 | 0.0% | 0.0% | 93 | +5,356 | 85.82% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 181 | 1 | 0.0% | 0.0% | 94 | -872 | -82.81% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 103 | 1 | 0.0% | — | 92 | +103 | New | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | Added to | 59 | 1 | 0.0% | — | 96 | +30 | 103.45% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | No change | 176 | 1 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 100 | 1 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66,140 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -39,574 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,232 | -100.0% | Q3 2025 | Oct 14, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,514 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -17,404 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RBF Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,895 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,190 | -100.0% | Q3 2025 | Oct 22, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -10,535 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -7,580 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,161 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,742 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,241 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,700 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,563 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -704 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Red Tortoise LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q3 2025 | Oct 22, 2025 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q3 2025 | Nov 04, 2025 |
| True Wealth Design, LLC | History | Reduced | 30 | 0 | — | 0.0% | — | -130 | -81.25% | Q4 2025 | Jan 08, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -66 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -64 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Caitong International Asset Management Co., Ltd | History | New | 58 | 0 | — | — | — | +58 | New | Q4 2025 | Mar 03, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Allworth Financial LP | History | New | 42 | 0 | — | — | — | +42 | New | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -27 | -93.1% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 83 | 0 | — | 0.0% | — | -21 | -20.19% | Q4 2025 | Jan 07, 2026 |
| COMERICA BANK | History | Added to | 36 | 0 | — | — | — | +17 | 89.47% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 75 | 0 | — | 0.0% | — | -12 | -13.79% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 04, 2025 |
| IFP Advisors, Inc | History | Reduced | 29 | 0 | — | — | — | -11 | -27.5% | Q4 2025 | Feb 06, 2026 |
| Caitlin John, LLC | History | Reduced | 46 | 0 | — | — | — | -11 | -19.3% | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Concord Wealth Partners | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Scarborough Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Private Wealth Management Group, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |