Holdings Channel
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Funds Holding AOR

On this page, we present all of the funds holding AOR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AOR, with a link to that fund's top holdings. The next columns indicate the amount of AOR stock held by each of the funds holding AOR, followed by the AOR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 322 funds holding AOR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wells Fargo & Company MN. For more details on the positions held by Wells Fargo & Company MN (or by any of the other funds holding AOR), click the fund name in the "Holder" column of the funds-holding-AOR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN2,404,813$127,912 12/31/2023
     AOR2,404,813$127,912 12/31/2023
BlackRock Inc.1,561,508$83,057 12/31/2023
     AOR1,561,508$83,057 12/31/2023
Bank of America Corp DE1,248,493$66,407 12/31/2023
     AOR1,248,493$66,407 12/31/2023
Global Assets Advisory LLC1,191,466$66,329 03/31/2024
     AOR1,191,466$66,329 03/31/2024
Raymond James & Associates1,047,880$55,737 12/31/2023
     AOR1,047,880$55,737 12/31/2023
Morgan Stanley518,479$27,578 12/31/2023
     AOR518,479$27,578 12/31/2023
Aspiriant LLC414,900$23,098 03/31/2024
     AOR414,900$23,098 03/31/2024
Envestnet Asset Management Inc.391,046$20,800 12/31/2023
     AOR391,046$20,800 12/31/2023
WestEnd Advisors LLC357,428$19,012 12/31/2023
     AOR357,428$19,012 12/31/2023
Strategic Wealth Partners Group LLC325,197$17,297 12/31/2023
     AOR325,197$17,297 12/31/2023
Assetmark Inc.324,385$17,254 12/31/2023
     AOR324,385$17,254 12/31/2023
Consilium Wealth Advisory LLC296,021$15,745 12/31/2023
     AOR296,021$15,745 12/31/2023
LPL Financial LLC293,882$15,632 12/31/2023
     AOR293,882$15,632 12/31/2023
Stifel Financial Corp259,280$13,791 12/31/2023
     AOR259,280$13,791 12/31/2023
Royal Bank of Canada256,911$13,665 12/31/2023
     AOR256,911$13,665 12/31/2023
Janney Montgomery Scott LLC256,609$13,649 12/31/2023
     AOR256,609$13,649 12/31/2023
Ameriprise Financial Inc.235,206$12,510 12/31/2023
     AOR235,206$12,510 12/31/2023
Truist Financial Corp193,075$10,270 12/31/2023
     AOR193,075$10,270 12/31/2023
Warren Averett Asset Management LLC191,714$10,197 12/31/2023
     AOR191,714$10,197 12/31/2023
Lebenthal Global Advisors LLC175,964$9,360 12/31/2023
     AOR175,964$9,360 12/31/2023
Richard Bernstein Advisors LLC173,671$9,238 12/31/2023
     AOR173,671$9,238 12/31/2023
Advisor Group Holdings Inc.172,896$9,197 12/31/2023
     AOR172,896$9,197 12/31/2023
Cambridge Investment Research Advisors Inc.172,242$9,162 12/31/2023
     AOR172,242$9,162 12/31/2023
Bank of New York Mellon Corp167,430$8,906 12/31/2023
     AOR167,430$8,906 12/31/2023
UBS Group AG159,853$8,503 12/31/2023
     AOR159,853$8,503 12/31/2023
Kestra Advisory Services LLC152,713$8,123 12/31/2023
     AOR152,713$8,123 12/31/2023
BSW Wealth Partners151,563$8,062 12/31/2023
     AOR151,563$8,062 12/31/2023
Bell Investment Advisors Inc149,153$7,933 12/31/2023
     AOR149,153$7,933 12/31/2023
Victory Capital Management Inc.133,818$7,118 12/31/2023
     AOR133,818$7,118 12/31/2023
Aveo Capital Partners LLC133,408$7,096 12/31/2023
     AOR133,408$7,096 12/31/2023
Kestra Private Wealth Services LLC112,633$5,991 12/31/2023
     AOR112,633$5,991 12/31/2023
TRUE Private Wealth Advisors110,382$5,871 12/31/2023
     AOR110,382$5,871 12/31/2023
Wealth Forward LLC102,305$5,442 12/31/2023
     AOR102,305$5,442 12/31/2023
Dakota Wealth Management92,172$4,903 12/31/2023
     AOR92,172$4,903 12/31/2023
Unique Wealth LLC86,310$4,805 03/31/2024
     AOR86,310$4,805 03/31/2024
National Bank of Canada FI86,788$4,582 12/31/2023
     AOR86,788$4,582 12/31/2023
Lbmc Investment Advisors LLC79,982$4,453 03/31/2024
     AOR79,982$4,453 03/31/2024
Commonwealth Equity Services LLC80,293$4,271 12/31/2023
     AOR80,293$4,271 12/31/2023
Wealth Enhancement Advisory Services LLC76,490$4,258 03/31/2024
     AOR76,490$4,258 03/31/2024
Patton Albertson Miller Group LLC79,179$4,212 12/31/2023
     AOR79,179$4,212 12/31/2023
Weaver Consulting Group75,453$4,200 03/31/2024
     AOR75,453$4,200 03/31/2024
Marino Stram & Associates LLC72,696$3,867 12/31/2023
     AOR72,696$3,867 12/31/2023
Ellenbecker Investment Group68,052$3,788 03/31/2024
     AOR68,052$3,788 03/31/2024
Strategic Family Wealth Counselors L.L.C.70,969$3,775 12/31/2023
     AOR70,969$3,775 12/31/2023
Burt Wealth Advisors66,576$3,706 03/31/2024
     AOR66,576$3,706 03/31/2024
Jane Street Group LLC66,768$3,551 12/31/2023
     AOR66,768$3,551 12/31/2023
NBT Bank N A NY66,130$3,517 12/31/2023
     AOR66,130$3,517 12/31/2023
Brookstone Capital Management62,238$3,465 03/31/2024
     AOR62,238$3,465 03/31/2024
Lodestar Private Asset Management LLC63,177$3,360 12/31/2023
     AOR63,177$3,360 12/31/2023
Vestmark Advisory Solutions Inc.62,257$3,311 12/31/2023
     AOR62,257$3,311 12/31/2023
Fort Henry Capital LLC59,346$3,304 03/31/2024
     AOR59,346$3,304 03/31/2024
First Foundation Advisors60,264$3,205 12/31/2023
     AOR60,264$3,205 12/31/2023
First Ascent Asset Management LLC57,760$3,072 12/31/2023
     AOR57,760$3,072 12/31/2023
Northwest Wealth Management LLC55,801$2,968 12/31/2023
     AOR55,801$2,968 12/31/2023
Adviser Investments LLC50,616$2,692 12/31/2023
     AOR50,616$2,692 12/31/2023
Wade G W & Inc.48,562$2,583 12/31/2023
     AOR48,562$2,583 12/31/2023
Raymond James Financial Services Advisors Inc.48,543$2,582 12/31/2023
     AOR48,543$2,582 12/31/2023
Renaissance Technologies LLC46,700$2,484 12/31/2023
     AOR46,700$2,484 12/31/2023
StrategIQ Financial Group LLC46,570$2,477 12/31/2023
     AOR46,570$2,477 12/31/2023
Cahill Financial Advisors Inc.44,361$2,360 12/31/2023
     AOR44,361$2,360 12/31/2023
Napa Wealth Management43,927$2,336 12/31/2023
     AOR43,927$2,336 12/31/2023
Viewpoint Investment Partners Corp43,830$2,331 12/31/2023
     AOR43,830$2,331 12/31/2023
Avantax Advisory Services Inc.43,814$2,330 12/31/2023
     AOR43,814$2,330 12/31/2023
Visionary Wealth Advisors41,310$2,197 12/31/2023
     AOR41,310$2,197 12/31/2023
MML Investors Services LLC41,176$2,190 12/31/2023
     AOR41,176$2,190 12/31/2023
CI Private Wealth LLC40,510$2,155 12/31/2023
     AOR40,510$2,155 12/31/2023
Worth Financial Advisory Group LLC38,353$2,040 12/31/2023
     AOR38,353$2,040 12/31/2023
Treynor Bancshares Inc.37,027$1,969 12/31/2023
     AOR37,027$1,969 12/31/2023
John W. Brooker & Co. CPAs34,929$1,944 03/31/2024
     AOR34,929$1,944 03/31/2024
Cetera Advisors LLC35,307$1,878 12/31/2023
     AOR35,307$1,878 12/31/2023
FinTrust Capital Advisors LLC34,893$1,856 12/31/2023
     AOR34,893$1,856 12/31/2023
Waterloo Capital L.P.33,037$1,757 12/31/2023
     AOR33,037$1,757 12/31/2023
Legacy Financial Group LLC31,403$1,748 03/31/2024
     AOR31,403$1,748 03/31/2024
Integrated Advisors Network LLC32,322$1,719 12/31/2023
     AOR32,322$1,719 12/31/2023
Allworth Financial LP31,730$1,688 12/31/2023
     AOR31,730$1,688 12/31/2023
AE Wealth Management LLC31,141$1,658 12/31/2023
     AOR31,141$1,658 12/31/2023
RTD Financial Advisors Inc.29,165$1,624 03/31/2024
     AOR29,165$1,624 03/31/2024
Harbour Investments Inc.29,199$1,553 12/31/2023
     AOR29,199$1,553 12/31/2023
Harbor Group Inc.27,661$1,540 03/31/2024
     AOR27,661$1,540 03/31/2024
Integrity Financial Corp WA26,924$1,432 12/31/2023
     AOR26,924$1,432 12/31/2023
Creative Planning26,384$1,403 12/31/2023
     AOR26,384$1,403 12/31/2023
Qube Research & Technologies Ltd26,276$1,398 12/31/2023
     AOR26,276$1,398 12/31/2023
Capital Insight Partners LLC24,657$1,373 03/31/2024
     AOR24,657$1,373 03/31/2024
Cetera Advisor Networks LLC25,363$1,349 12/31/2023
     AOR25,363$1,349 12/31/2023
Coco Enterprises LLC24,837$1,321 12/31/2023
     AOR24,837$1,321 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC24,032$1,278 12/31/2023
     AOR24,032$1,278 12/31/2023
Captrust Financial Advisors23,530$1,252 12/31/2023
     AOR23,530$1,252 12/31/2023
Stratos Wealth Partners LTD.22,410$1,248 03/31/2024
     AOR22,410$1,248 03/31/2024
Pacific Capital Wealth Advisors Inc.23,335$1,241 12/31/2023
     AOR23,335$1,241 12/31/2023
Susquehanna International Group LLP23,183$1,233 12/31/2023
     AOR23,183$1,233 12/31/2023
Mutual Advisors LLC22,271$1,185 12/31/2023
     AOR22,271$1,185 12/31/2023
Private Advisor Group LLC22,225$1,182 12/31/2023
     AOR22,225$1,182 12/31/2023
Goldman Sachs Group Inc.22,073$1,174 12/31/2023
     AOR22,073$1,174 12/31/2023
Kingsview Wealth Management LLC22,066$1,174 12/31/2023
     AOR22,066$1,174 12/31/2023
Oxinas Partners Wealth Management LLC21,031$1,171 03/31/2024
     AOR21,031$1,171 03/31/2024
Northstar Group Inc.20,936$1,166 03/31/2024
     AOR20,936$1,166 03/31/2024
Northwestern Mutual Wealth Management Co.21,735$1,156 12/31/2023
     AOR21,735$1,156 12/31/2023
Dynamic Advisor Solutions LLC19,921$1,109 03/31/2024
     AOR19,921$1,109 03/31/2024
Prosperity Consulting Group LLC20,240$1,077 12/31/2023
     AOR20,240$1,077 12/31/2023
SimpliFi Inc.21,733$1,074 12/31/2023
     AOR21,733$1,074 12/31/2023
Relative Value Partners Group LLC19,315$1,027 12/31/2023
     AOR19,315$1,027 12/31/2023
Integrated Wealth Concepts LLC18,137$965 12/31/2023
     AOR18,137$965 12/31/2023
Bank of Montreal Can18,036$962 12/31/2023
     AOR18,036$962 12/31/2023
WBH Advisory Inc.17,217$958 03/31/2024
     AOR17,217$958 03/31/2024
Comerica Bank17,935$954 12/31/2023
     AOR17,935$954 12/31/2023
Mercer Global Advisors Inc. ADV17,306$921 12/31/2023
     AOR17,306$921 12/31/2023
PDS Planning Inc16,894$899 12/31/2023
     AOR16,894$899 12/31/2023
Sage Financial Group Inc.16,736$890 12/31/2023
     AOR16,736$890 12/31/2023
Oxford Financial Group Ltd.16,469$876 12/31/2023
     AOR16,469$876 12/31/2023
Private Capital Management LLC15,622$870 03/31/2024
     AOR15,622$870 03/31/2024
David R. Rahn & Associates Inc.15,048$838 03/31/2024
     AOR15,048$838 03/31/2024
McKinley Carter Wealth Services Inc.15,700$835 12/31/2023
     AOR15,700$835 12/31/2023
Trilogy Capital Inc.14,896$829 03/31/2024
     AOR14,896$829 03/31/2024
RIA Advisory Group LLC15,495$824 12/31/2023
     AOR15,495$824 12/31/2023
HRT Financial LP15,324$815 12/31/2023
     AOR15,324$815 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC15,174$807 12/31/2023
     AOR15,174$807 12/31/2023
HighTower Advisors LLC14,981$797 12/31/2023
     AOR14,981$797 12/31/2023
United Capital Financial Advisers LLC14,969$796 12/31/2023
     AOR14,969$796 12/31/2023
Cahaba Wealth Management Inc.14,890$792 12/31/2023
     AOR14,890$792 12/31/2023
Rockefeller Capital Management L.P.14,810$788 12/31/2023
     AOR14,810$788 12/31/2023
High Falls Advisors Inc14,755$785 12/31/2023
     AOR14,755$785 12/31/2023
GWM Advisors LLC14,705$781 12/31/2023
     AOR14,705$781 12/31/2023
Citadel Advisors LLC14,647$779 12/31/2023
     AOR14,647$779 12/31/2023
Lincoln National Corp14,410$766 12/31/2023
     AOR14,410$766 12/31/2023
Greystone Financial Group LLC14,242$758 12/31/2023
     AOR14,242$758 12/31/2023
Mariner LLC13,322$709 12/31/2023
     AOR13,322$709 12/31/2023
Fidato Wealth LLC12,670$705 03/31/2024
     AOR12,670$705 03/31/2024
SageView Advisory Group LLC13,103$700 12/31/2023
     AOR13,103$700 12/31/2023
Morton Brown Family Wealth LLC12,925$687 12/31/2023
     AOR12,925$687 12/31/2023
Buttonwood Financial Group LLC12,088$673 03/31/2024
     AOR12,088$673 03/31/2024
AdvisorNet Financial Inc11,813$658 03/31/2024
     AOR11,813$658 03/31/2024
Kingswood Wealth Advisors LLC11,500$640 03/31/2024
     AOR11,500$640 03/31/2024
Cardinal Point Capital Management ULC11,761$626 12/31/2023
     AOR11,761$626 12/31/2023
Archford Capital Strategies LLC11,473$610 12/31/2023
     AOR11,473$610 12/31/2023
CENTRAL TRUST Co11,432$608 12/31/2023
     AOR11,432$608 12/31/2023
Verus Financial Partners Inc.11,416$608 12/31/2023
     AOR11,416$608 12/31/2023
Tempus Wealth Planning LLC10,596$590 03/31/2024
     AOR10,596$590 03/31/2024
Mountain Capital Investment Advisors Inc10,284$568 03/31/2024
     AOR10,284$568 03/31/2024
Envestnet Portfolio Solutions Inc.10,469$557 12/31/2023
     AOR10,469$557 12/31/2023
Scotia Capital Inc.10,369$551 12/31/2023
     AOR10,369$551 12/31/2023
Valmark Advisers Inc.10,182$542 12/31/2023
     AOR10,182$542 12/31/2023
TrinityPoint Wealth LLC10,163$541 12/31/2023
     AOR10,163$541 12/31/2023
Integrity Wealth Solutions LLC9,603$535 03/31/2024
     AOR9,603$535 03/31/2024
Camarda Financial Advisors LLC9,995$532 12/31/2023
     AOR9,995$532 12/31/2023
Prospera Financial Services Inc9,960$530 12/31/2023
     AOR9,960$530 12/31/2023
D.A. Davidson & CO.9,903$527 12/31/2023
     AOR9,903$527 12/31/2023
Cerity Partners LLC9,848$524 12/31/2023
     AOR9,848$524 12/31/2023
Lido Advisors LLC9,859$524 12/31/2023
     AOR9,859$524 12/31/2023
Beacon Financial Advisory LLC9,764$519 12/31/2023
     AOR9,764$519 12/31/2023
Zimmermann Investment Management & Planning LLC9,491$505 12/31/2023
     AOR9,491$505 12/31/2023
JPMorgan Chase & Co.9,470$504 12/31/2023
     AOR9,470$504 12/31/2023
Encompass More Asset Management9,404$500 12/31/2023
     AOR9,404$500 12/31/2023
Godshalk Welsh Capital Management Inc.9,291$494 12/31/2023
     AOR9,291$494 12/31/2023
Atlas Capital Advisors LLC8,761$488 03/31/2024
     AOR8,761$488 03/31/2024
EFG Asset Management Americas Corp.9,131$486 12/31/2023
     AOR9,131$486 12/31/2023
Heirloom Wealth Management9,065$482 12/31/2023
     AOR9,065$482 12/31/2023
Hubbell Strickland Wealth Management LLC8,648$481 03/31/2024
     AOR8,648$481 03/31/2024
FFT Wealth Management LLC8,947$476 12/31/2023
     AOR8,947$476 12/31/2023
Gallacher Capital Management LLC8,840$470 12/31/2023
     AOR8,840$470 12/31/2023
Boston Research & Management Inc.8,827$469 12/31/2023
     AOR8,827$469 12/31/2023
David Loasby8,950$469 12/31/2023
     AOR8,950$469 12/31/2023
Gladstone Institutional Advisory LLC8,793$468 12/31/2023
     AOR8,793$468 12/31/2023
Brighton Jones LLC8,625$459 12/31/2023
     AOR8,625$459 12/31/2023
Summit Financial Wealth Advisors LLC8,480$451 12/31/2023
     AOR8,480$451 12/31/2023
New Capital Management LP8,033$447 03/31/2024
     AOR8,033$447 03/31/2024
Two Sigma Securities LLC8,229$438 12/31/2023
     AOR8,229$438 12/31/2023
Institute for Wealth Management LLC.8,123$432 12/31/2023
     AOR8,123$432 12/31/2023
Orin Green Financial LLC8,100$431 12/31/2023
     AOR8,100$431 12/31/2023
Zacks Investment Management8,032$427 12/31/2023
     AOR8,032$427 12/31/2023
Eudaimonia Advisors LLC7,855$418 12/31/2023
     AOR7,855$418 12/31/2023
New England Private Wealth Advisors LLC7,847$417 12/31/2023
     AOR7,847$417 12/31/2023
Gallagher Fiduciary Advisors LLC7,658$407 12/31/2023
     AOR7,658$407 12/31/2023
Sigma Planning Corp7,597$404 12/31/2023
     AOR7,597$404 12/31/2023
C2C Wealth Management LLC7,575$404 12/31/2023
     AOR7,575$404 12/31/2023
Philip James Wealth Mangement LLC7,526$400 12/31/2023
     AOR7,526$400 12/31/2023
Wealthquest Corp7,477$398 12/31/2023
     AOR7,477$398 12/31/2023
Modera Wealth Management LLC7,364$392 12/31/2023
     AOR7,364$392 12/31/2023
Western Wealth Management LLC7,353$391 12/31/2023
     AOR7,353$391 12/31/2023
Boston Standard Wealth Management LLC6,980$389 03/31/2024
     AOR6,980$389 03/31/2024
Gould Capital LLC7,316$389 12/31/2023
     AOR7,316$389 12/31/2023
Equitable Holdings Inc.7,296$388 12/31/2023
     AOR7,296$388 12/31/2023
Weitzel Financial Services Inc.6,972$386 03/31/2024
     AOR6,972$386 03/31/2024
Reston Wealth Management LLC7,247$385 12/31/2023
     AOR7,247$385 12/31/2023
Roman Butler Fullerton & Co.7,190$383 12/31/2023
     AOR7,190$383 12/31/2023
RDA Financial Network6,763$377 03/31/2024
     AOR6,763$377 03/31/2024
Strategic Advocates LLC6,774$377 03/31/2024
     AOR6,774$377 03/31/2024
Balanced Wealth Group LLC7,027$374 12/31/2023
     AOR7,027$374 12/31/2023
Venturi Wealth Management LLC6,994$372 12/31/2023
     AOR6,994$372 12/31/2023
Efficient Advisors LLC6,859$365 12/31/2023
     AOR6,859$365 12/31/2023
Harbor Investment Advisory LLC6,505$362 03/31/2024
     AOR6,505$362 03/31/2024
Syverson Strege & Co6,780$361 12/31/2023
     AOR6,780$361 12/31/2023
Atria Wealth Solutions Inc.6,697$356 12/31/2023
     AOR6,697$356 12/31/2023
G2 Capital Management LLC OH6,607$351 12/31/2023
     AOR6,607$351 12/31/2023
Canal Capital Management LLC6,494$345 12/31/2023
     AOR6,494$345 12/31/2023
Elevate Wealth Advisory Inc.6,402$341 12/31/2023
     AOR6,402$341 12/31/2023
Centaurus Financial Inc.6,395$340 12/31/2023
     AOR6,395$340 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC6,258$333 12/31/2023
     AOR6,258$333 12/31/2023
Capital Analysts LLC6,263$333 12/31/2023
     AOR6,263$333 12/31/2023
Mascoma Wealth Management LLC6,207$330 12/31/2023
     AOR6,207$330 12/31/2023
Beacon Pointe Advisors LLC6,203$330 12/31/2023
     AOR6,203$330 12/31/2023
Sunbelt Securities Inc.5,818$324 03/31/2024
     AOR5,818$324 03/31/2024
Keybank National Association OH5,800$309 12/31/2023
     AOR5,800$309 12/31/2023
Van Hulzen Asset Management LLC5,721$304 12/31/2023
     AOR5,721$304 12/31/2023
Kowal Investment Group LLC5,450$303 03/31/2024
     AOR5,450$303 03/31/2024
Corepath Wealth Partners LLC5,787$303 12/31/2023
     AOR5,787$303 12/31/2023
Peregrine Asset Advisers Inc.5,613$299 12/31/2023
     AOR5,613$299 12/31/2023
Milestone Asset Management LLC5,605$298 12/31/2023
     AOR5,605$298 12/31/2023
CKW Financial Group5,592$297 12/31/2023
     AOR5,592$297 12/31/2023
Landmark Wealth Management LLC5,543$295 12/31/2023
     AOR5,543$295 12/31/2023
Affiance Financial LLC5,247$292 03/31/2024
     AOR5,247$292 03/31/2024
Divergent Planning LLC5,244$291 03/31/2024
     AOR5,244$291 03/31/2024
Cary Street Partners Investment Advisory LLC5,360$285 12/31/2023
     AOR5,360$285 12/31/2023
EisnerAmper Wealth Management Corporate Benefits LLC5,319$283 12/31/2023
     AOR5,319$283 12/31/2023
Flagship Harbor Advisors LLC5,065$282 03/31/2024
     AOR5,065$282 03/31/2024
Moss Adams Wealth Advisors LLC5,276$281 12/31/2023
     AOR5,276$281 12/31/2023
Carret Asset Management LLC5,022$280 03/31/2024
     AOR5,022$280 03/31/2024
Howard Wealth Management LLC5,245$279 12/31/2023
     AOR5,245$279 12/31/2023
Signet Financial Management LLC4,965$276 03/31/2024
     AOR4,965$276 03/31/2024
Ausdal Financial Partners Inc.4,959$276 03/31/2024
     AOR4,959$276 03/31/2024
Nvwm LLC5,182$276 12/31/2023
     AOR5,182$276 12/31/2023
Cornerstone Planning Group LLC5,191$276 12/31/2023
     AOR5,191$276 12/31/2023
Foundations Investment Advisors LLC5,096$273 12/31/2023
     AOR5,096$273 12/31/2023
TBH Global Asset Management LLC5,125$273 12/31/2023
     AOR5,125$273 12/31/2023
Per Stirling Capital Management LLC.4,879$260 12/31/2023
     AOR4,879$260 12/31/2023
Sovereign Financial Group Inc.4,658$259 03/31/2024
     AOR4,658$259 03/31/2024
International Assets Investment Management LLC4,586$254 03/31/2024
     AOR4,586$254 03/31/2024
Capital Investment Advisory Services LLC4,749$253 12/31/2023
     AOR4,749$253 12/31/2023
Redwood Investment Management LLC4,673$249 12/31/2023
     AOR4,673$249 12/31/2023
Clear Creek Financial Management LLC4,673$249 12/31/2023
     AOR4,673$249 12/31/2023
Global Retirement Partners LLC4,679$246 12/31/2023
     AOR4,679$246 12/31/2023
Cassaday & Co Wealth Management LLC4,378$233 12/31/2023
     AOR4,378$233 12/31/2023
Asset Dedication LLC4,100$228 03/31/2024
     AOR4,100$228 03/31/2024
Pensionmark Financial Group LLC4,277$227 12/31/2023
     AOR4,277$227 12/31/2023
Coastal Investment Advisors Inc.4,029$224 03/31/2024
     AOR4,029$224 03/31/2024
Narwhal Capital Management4,200$223 12/31/2023
     AOR4,200$223 12/31/2023
Tyler Stone Wealth Management4,187$223 12/31/2023
     AOR4,187$223 12/31/2023
AFS Financial Group LLC4,149$221 12/31/2023
     AOR4,149$221 12/31/2023
Stonehearth Capital Management LLC3,952$220 03/31/2024
     AOR3,952$220 03/31/2024
IFG Advisory LLC4,144$220 12/31/2023
     AOR4,144$220 12/31/2023
Marshall Financial Group Inc. ADV4,118$219 12/31/2023
     AOR4,118$219 12/31/2023
Archvest Wealth Advisors Inc.4,041$215 12/31/2023
     AOR4,041$215 12/31/2023
Chesapeake Wealth Management3,960$211 12/31/2023
     AOR3,960$211 12/31/2023
Aquire Wealth Advisors LLC3,889$207 12/31/2023
     AOR3,889$207 12/31/2023
Lake Street Financial LLC3,663$204 03/31/2024
     AOR3,663$204 03/31/2024
MAI Capital Management3,825$203 12/31/2023
     AOR3,825$203 12/31/2023
Fermata Advisors LLC3,615$201 03/31/2024
     AOR3,615$201 03/31/2024
Cetera Investment Advisers3,776$201 12/31/2023
     AOR3,776$201 12/31/2023
CarsonAllaria Wealth Management Ltd.2,784$148 12/31/2023
     AOR2,784$148 12/31/2023
Parallel Advisors LLC2,773$147 12/31/2023
     AOR2,773$147 12/31/2023
Advisory Services Network LLC2,645$141 12/31/2023
     AOR2,645$141 12/31/2023
Wolff Wiese Magana LLC2,464$137 03/31/2024
     AOR2,464$137 03/31/2024
Proequities Inc.2,483$132 12/31/2023
     AOR2,483$132 12/31/2023
CWM LLC2,000$111 03/31/2024
     AOR2,000$111 03/31/2024
EPG Wealth Management LLC2,054$109 12/31/2023
     AOR2,054$109 12/31/2023
Life Planning Partners Inc1,986$106 12/31/2023
     AOR1,986$106 12/31/2023
Spire Wealth Management1,691$89 12/31/2023
     AOR1,691$89 12/31/2023
American Capital Advisory LLC1,682$89 12/31/2023
     AOR1,682$89 12/31/2023
Geneos Wealth Management Inc.1,563$83 12/31/2023
     AOR1,563$83 12/31/2023
Fifth Third Bancorp1,405$75 12/31/2023
     AOR1,405$75 12/31/2023
Carolinas Wealth Consulting LLC1,391$74 12/31/2023
     AOR1,391$74 12/31/2023
FMR LLC1,378$73 12/31/2023
     AOR1,378$73 12/31/2023
SOA Wealth Advisors LLC.1,113$62 03/31/2024
     AOR1,113$62 03/31/2024
SRS Capital Advisors Inc.1,078$57 12/31/2023
     AOR1,078$57 12/31/2023
Bay Harbor Wealth Management LLC1,040$55 12/31/2023
     AOR1,040$55 12/31/2023
Ancora Advisors LLC1,004$53 12/31/2023
     AOR1,004$53 12/31/2023
Cape Investment Advisory Inc.1,000$53 12/31/2023
     AOR1,000$53 12/31/2023
Arvest Investments Inc.883$49 03/31/2024
     AOR883$49 03/31/2024
AllSquare Wealth Management LLC903$48 12/31/2023
     AOR903$48 12/31/2023
JNBA Financial Advisors856$46 12/31/2023
     AOR856$46 12/31/2023
Concord Wealth Partners867$46 12/31/2023
     AOR867$46 12/31/2023
ZRC Wealth Management LLC807$45 03/31/2024
     AOR807$45 03/31/2024
Oakworth Capital Inc.850$45 12/31/2023
     AOR850$45 12/31/2023
Transcendent Capital Group LLC723$38 12/31/2023
     AOR723$38 12/31/2023
Sugarloaf Wealth Management LLC700$37 12/31/2023
     AOR700$37 12/31/2023
Aspire Private Capital LLC644$36 03/31/2024
     AOR644$36 03/31/2024
Milestone Investment Advisors LLC676$36 12/31/2023
     AOR676$36 12/31/2023
The PNC Financial Services Group Inc.660$35 12/31/2023
     AOR660$35 12/31/2023
RFP Financial Group LLC660$35 12/31/2023
     AOR660$35 12/31/2023
DHJJ Financial Advisors Ltd.605$34 03/31/2024
     AOR605$34 03/31/2024
Burkett Financial Services LLC543$30 03/31/2024
     AOR543$30 03/31/2024
Macroview Investment Management LLC570$30 12/31/2023
     AOR570$30 12/31/2023
Rockbridge Investment Management LCC542$29 12/31/2023
     AOR542$29 12/31/2023
Evermay Wealth Management LLC514$27 12/31/2023
     AOR514$27 12/31/2023
NBC Securities Inc.433$24 03/31/2024
     AOR433$24 03/31/2024
ORG Partners LLC449$24 12/31/2023
     AOR449$24 12/31/2023
ICA Group Wealth Management LLC432$23 12/31/2023
     AOR432$23 12/31/2023
South State CORP.390$21 12/31/2023
     AOR390$21 12/31/2023
BNP Paribas Arbitrage SA397$21 12/31/2023
     AOR397$21 12/31/2023
Global Wealth Management Investment Advisory Inc.399$21 12/31/2023
     AOR399$21 12/31/2023
Founders Capital Management339$19 03/31/2024
     AOR339$19 03/31/2024
Signaturefd LLC352$19 12/31/2023
     AOR352$19 12/31/2023
IFP Advisors Inc316$17 12/31/2023
     AOR316$17 12/31/2023
FSA Wealth Management LLC299$16 12/31/2023
     AOR299$16 12/31/2023
Vermillion & White Wealth Management Group LLC306$16 12/31/2023
     AOR306$16 12/31/2023
MCF Advisors LLC271$15 03/31/2024
     AOR271$15 03/31/2024
Tsfg LLC265$15 03/31/2024
     AOR265$15 03/31/2024
Delta Asset Management LLC TN265$14 12/31/2023
     AOR265$14 12/31/2023
Retirement Group LLC200$11 12/31/2023
     AOR200$11 12/31/2023
Archer Investment Corp215$11 12/31/2023
     AOR215$11 12/31/2023
O Shaughnessy Asset Management LLC183$10 12/31/2023
     AOR183$10 12/31/2023
Sanctuary Wealth Management L.L.C.195$10 12/31/2023
     AOR195$10 12/31/2023
Lee Financial Co165$9 12/31/2023
     AOR165$9 12/31/2023
Focused Wealth Management Inc154$8 12/31/2023
     AOR154$8 12/31/2023
Institutional & Family Asset Management LLC150$8 12/31/2023
     AOR150$8 12/31/2023
Lindbrook Capital LLC150$8 12/31/2023
     AOR150$8 12/31/2023
Coppell Advisory Solutions LLC141$8 12/31/2023
     AOR141$8 12/31/2023
Farther Finance Advisors LLC159$8 12/31/2023
     AOR159$8 12/31/2023
Planning Capital Management Corp157$8 12/31/2023
     AOR157$8 12/31/2023
Stephens Consulting LLC110$6 03/31/2024
     AOR110$6 03/31/2024
Tompkins Financial Corp73$4 03/31/2024
     AOR73$4 03/31/2024
Rain Capital Management LLC66$4 12/31/2023
     AOR66$4 12/31/2023
Northwest Capital Management Inc55$3 03/31/2024
     AOR55$3 03/31/2024
Able Wealth Management LLC62$3 12/31/2023
     AOR62$3 12/31/2023
Creative Financial Designs Inc. ADV35$2 12/31/2023
     AOR35$2 12/31/2023
North Star Investment Management Corp.42$2 12/31/2023
     AOR42$2 12/31/2023
Tower Research Capital LLC TRC 14$1 12/31/2023
     AOR14$1 12/31/2023
Aptus Capital Advisors LLC10$1 12/31/2023
     AOR10$1 12/31/2023
McIlrath & Eck LLC23$1 12/31/2023
     AOR23$1 12/31/2023
Castleview Partners LLC24$1 12/31/2023
     AOR24$1 12/31/2023
Householder Group Estate & Retirement Specialist LLC23$1 12/31/2023
     AOR23$1 12/31/2023
Long Island Wealth Management Inc.15$1 12/31/2023
     AOR15$1 12/31/2023
Guardian Wealth Advisors LLC NC5$0 12/31/2023
     AOR5$0 12/31/2023
Main Street Group LTD1$0 12/31/2023
     AOR1$0 12/31/2023

See Summary: Institutional Holders of AOR
See Details: Top 10 Hedge Funds Holding AOR
Also See: AOR Holdings Changes

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