| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
| Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2024 | 10 |
| Sound Financial Strategies Group, LLC | 10 | 10 | 0.02% | 1.47% | 4.05% | Q1 2022 | Q2 2024 | 10 |
| EverSource Wealth Advisors, LLC | 10 | 10 | 0.02% | 0.17% | 0.36% | Q1 2022 | Q2 2024 | 10 |
| First Heartland Consultants, Inc. | 10 | 10 | 0.05% | 0.32% | 0.58% | Q1 2022 | Q2 2024 | 10 |
| UBS Group AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 8 |
| OSAIC HOLDINGS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2024 | 8 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.16% | 0.26% | Q1 2022 | Q2 2024 | 7 |
| LPL Financial LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 7 |
| Cetera Advisor Networks LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| Cetera Investment Advisers | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2024 | 6 |
| Financial Advocates Investment Management | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2024 | 6 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2024 | 6 |
| Arete Wealth Advisors, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2024 | 5 |
| Citadel Advisors | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 5 |
| Sunbelt Securities, Inc. | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q1 2023 | 5 |
| IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
| American Portfolios Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
| MORGAN STANLEY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
| FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 3 |
| Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 3 |
| WELLS FARGO & COMPANY/MN | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
| ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q1 2024 | 2 |
| Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
| Frontier Asset Management, LLC | 1 | 1 | 4.16% | 4.16% | 4.16% | Q1 2022 | Q1 2022 | 1 |
This page lists all the filers that currently own TIMOTHY PLAN or have owned TIMOTHY PLAN in the past.