| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
| Ameritas Investment Partners, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
| CreativeOne Wealth, LLC | 14 | 14 | 0.07% | 0.43% | 0.56% | Q2 2020 | Q3 2023 | 14 |
| OSAIC HOLDINGS, INC. | 8 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
| J.W. COLE ADVISORS, INC. | 8 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
| Faithward Advisors, LLC | 11 | 11 | 0.96% | 1.99% | 3.01% | Q1 2021 | Q3 2023 | 11 |
| LVZ, Inc. | 10 | 10 | 0.23% | 0.34% | 0.39% | Q2 2021 | Q3 2023 | 10 |
| JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 10 |
| American Portfolios Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
| Asset Dedication, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 10 |
| Paradiem, LLC | 8 | 8 | 0.12% | 0.22% | 0.38% | Q4 2020 | Q3 2022 | 8 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 8 |
| UBS Group AG | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
| EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 8 |
| CWM, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
| Strategic Blueprint, LLC | 7 | 1 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 8 |
| OLD MISSION CAPITAL LLC | 4 | 1 | 0.00% | 0.06% | 0.19% | Q1 2021 | Q3 2023 | 7 |
| Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
| HHM Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
| Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
| Polen Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
| Frontier Asset Management, LLC | 4 | 2 | 0.10% | 0.34% | 0.44% | Q1 2022 | Q3 2023 | 6 |
| Sound Financial Strategies Group, LLC | 6 | 6 | 0.00% | 0.41% | 1.13% | Q1 2021 | Q2 2022 | 6 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
| Cetera Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
| Geneos Wealth Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
| StoneX Group Inc. | 5 | 5 | 0.04% | 0.09% | 0.14% | Q4 2020 | Q4 2021 | 5 |
| NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
| SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 4 |
| JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
| ROYAL BANK OF CANADA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
| Cambridge Investment Research Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
| Rockefeller Capital Management L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
| LPL Financial LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
| Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
| Disciplined Investments, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
| Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
| O'Connor Financial Group LLC | 3 | 3 | 5.92% | 6.01% | 6.14% | Q1 2023 | Q3 2023 | 3 |
| Mach-1 Financial Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
| Arete Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
| OneAscent Financial Services LLC | 1 | 1 | 0.10% | 2.55% | 5.00% | Q1 2022 | Q3 2022 | 2 |
| Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
| Symphony Financial, Ltd. Co. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
| Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
| NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
| Strategic Financial Concepts, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
| WorthPointe, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
| ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Belpointe Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
| First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| Sound Stewardship, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
| Atria Investments, Inc | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2022 | Q1 2022 | 1 |
| Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
| Sowell Financial Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
| Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
| Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| OneAscent Wealth Management LLC | 1 | 1 | 4.29% | 4.29% | 4.29% | Q1 2022 | Q1 2022 | 1 |
| CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own TIMOTHY PLAN or have owned TIMOTHY PLAN in the past.