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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Wells Fargo & Company MN | 2,404,813 | $127,912 | 12/31/2023 | AOR | 2,404,813 | $127,912 | 12/31/2023 | BlackRock Inc. | 1,561,508 | $83,057 | 12/31/2023 | AOR | 1,561,508 | $83,057 | 12/31/2023 | Bank of America Corp DE | 1,248,493 | $66,407 | 12/31/2023 | AOR | 1,248,493 | $66,407 | 12/31/2023 | Global Assets Advisory LLC | 1,191,466 | $66,329 | 03/31/2024 | AOR | 1,191,466 | $66,329 | 03/31/2024 | Raymond James & Associates | 1,047,880 | $55,737 | 12/31/2023 | AOR | 1,047,880 | $55,737 | 12/31/2023 | Morgan Stanley | 518,479 | $27,578 | 12/31/2023 | AOR | 518,479 | $27,578 | 12/31/2023 | Aspiriant LLC | 414,900 | $23,098 | 03/31/2024 | AOR | 414,900 | $23,098 | 03/31/2024 | Envestnet Asset Management Inc. | 391,046 | $20,800 | 12/31/2023 | AOR | 391,046 | $20,800 | 12/31/2023 | WestEnd Advisors LLC | 357,428 | $19,012 | 12/31/2023 | AOR | 357,428 | $19,012 | 12/31/2023 | Strategic Wealth Partners Group LLC | 325,197 | $17,297 | 12/31/2023 | AOR | 325,197 | $17,297 | 12/31/2023 | Assetmark Inc. | 324,385 | $17,254 | 12/31/2023 | AOR | 324,385 | $17,254 | 12/31/2023 | Consilium Wealth Advisory LLC | 296,021 | $15,745 | 12/31/2023 | AOR | 296,021 | $15,745 | 12/31/2023 | LPL Financial LLC | 293,882 | $15,632 | 12/31/2023 | AOR | 293,882 | $15,632 | 12/31/2023 | Stifel Financial Corp | 259,280 | $13,791 | 12/31/2023 | AOR | 259,280 | $13,791 | 12/31/2023 | Royal Bank of Canada | 256,911 | $13,665 | 12/31/2023 | AOR | 256,911 | $13,665 | 12/31/2023 | Janney Montgomery Scott LLC | 256,609 | $13,649 | 12/31/2023 | AOR | 256,609 | $13,649 | 12/31/2023 | Ameriprise Financial Inc. | 235,206 | $12,510 | 12/31/2023 | AOR | 235,206 | $12,510 | 12/31/2023 | Truist Financial Corp | 193,075 | $10,270 | 12/31/2023 | AOR | 193,075 | $10,270 | 12/31/2023 | Warren Averett Asset Management LLC | 191,714 | $10,197 | 12/31/2023 | AOR | 191,714 | $10,197 | 12/31/2023 | Lebenthal Global Advisors LLC | 175,964 | $9,360 | 12/31/2023 | AOR | 175,964 | $9,360 | 12/31/2023 | Richard Bernstein Advisors LLC | 173,671 | $9,238 | 12/31/2023 | AOR | 173,671 | $9,238 | 12/31/2023 | Advisor Group Holdings Inc. | 172,896 | $9,197 | 12/31/2023 | AOR | 172,896 | $9,197 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 172,242 | $9,162 | 12/31/2023 | AOR | 172,242 | $9,162 | 12/31/2023 | Bank of New York Mellon Corp | 167,430 | $8,906 | 12/31/2023 | AOR | 167,430 | $8,906 | 12/31/2023 | UBS Group AG | 159,853 | $8,503 | 12/31/2023 | AOR | 159,853 | $8,503 | 12/31/2023 | Kestra Advisory Services LLC | 152,713 | $8,123 | 12/31/2023 | AOR | 152,713 | $8,123 | 12/31/2023 | BSW Wealth Partners | 151,563 | $8,062 | 12/31/2023 | AOR | 151,563 | $8,062 | 12/31/2023 | Bell Investment Advisors Inc | 149,153 | $7,933 | 12/31/2023 | AOR | 149,153 | $7,933 | 12/31/2023 | Victory Capital Management Inc. | 133,818 | $7,118 | 12/31/2023 | AOR | 133,818 | $7,118 | 12/31/2023 | Aveo Capital Partners LLC | 133,408 | $7,096 | 12/31/2023 | AOR | 133,408 | $7,096 | 12/31/2023 | Kestra Private Wealth Services LLC | 112,633 | $5,991 | 12/31/2023 | AOR | 112,633 | $5,991 | 12/31/2023 | TRUE Private Wealth Advisors | 110,382 | $5,871 | 12/31/2023 | AOR | 110,382 | $5,871 | 12/31/2023 | Wealth Forward LLC | 102,305 | $5,442 | 12/31/2023 | AOR | 102,305 | $5,442 | 12/31/2023 | Dakota Wealth Management | 92,172 | $4,903 | 12/31/2023 | AOR | 92,172 | $4,903 | 12/31/2023 | Unique Wealth LLC | 86,310 | $4,805 | 03/31/2024 | AOR | 86,310 | $4,805 | 03/31/2024 | National Bank of Canada FI | 86,788 | $4,582 | 12/31/2023 | AOR | 86,788 | $4,582 | 12/31/2023 | Lbmc Investment Advisors LLC | 79,982 | $4,453 | 03/31/2024 | AOR | 79,982 | $4,453 | 03/31/2024 | Commonwealth Equity Services LLC | 80,293 | $4,271 | 12/31/2023 | AOR | 80,293 | $4,271 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 76,490 | $4,258 | 03/31/2024 | AOR | 76,490 | $4,258 | 03/31/2024 | Patton Albertson Miller Group LLC | 79,179 | $4,212 | 12/31/2023 | AOR | 79,179 | $4,212 | 12/31/2023 | Weaver Consulting Group | 75,453 | $4,200 | 03/31/2024 | AOR | 75,453 | $4,200 | 03/31/2024 | Marino Stram & Associates LLC | 72,696 | $3,867 | 12/31/2023 | AOR | 72,696 | $3,867 | 12/31/2023 | Ellenbecker Investment Group | 68,052 | $3,788 | 03/31/2024 | AOR | 68,052 | $3,788 | 03/31/2024 | Strategic Family Wealth Counselors L.L.C. | 70,969 | $3,775 | 12/31/2023 | AOR | 70,969 | $3,775 | 12/31/2023 | Burt Wealth Advisors | 66,576 | $3,706 | 03/31/2024 | AOR | 66,576 | $3,706 | 03/31/2024 | Jane Street Group LLC | 66,768 | $3,551 | 12/31/2023 | AOR | 66,768 | $3,551 | 12/31/2023 | NBT Bank N A NY | 66,130 | $3,517 | 12/31/2023 | AOR | 66,130 | $3,517 | 12/31/2023 | Brookstone Capital Management | 62,238 | $3,465 | 03/31/2024 | AOR | 62,238 | $3,465 | 03/31/2024 | Lodestar Private Asset Management LLC | 63,177 | $3,360 | 12/31/2023 | AOR | 63,177 | $3,360 | 12/31/2023 | Vestmark Advisory Solutions Inc. | 62,257 | $3,311 | 12/31/2023 | AOR | 62,257 | $3,311 | 12/31/2023 | Fort Henry Capital LLC | 59,346 | $3,304 | 03/31/2024 | AOR | 59,346 | $3,304 | 03/31/2024 | First Foundation Advisors | 60,264 | $3,205 | 12/31/2023 | AOR | 60,264 | $3,205 | 12/31/2023 | First Ascent Asset Management LLC | 57,760 | $3,072 | 12/31/2023 | AOR | 57,760 | $3,072 | 12/31/2023 | Northwest Wealth Management LLC | 55,801 | $2,968 | 12/31/2023 | AOR | 55,801 | $2,968 | 12/31/2023 | Adviser Investments LLC | 50,616 | $2,692 | 12/31/2023 | AOR | 50,616 | $2,692 | 12/31/2023 | Wade G W & Inc. | 48,562 | $2,583 | 12/31/2023 | AOR | 48,562 | $2,583 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 48,543 | $2,582 | 12/31/2023 | AOR | 48,543 | $2,582 | 12/31/2023 | Renaissance Technologies LLC | 46,700 | $2,484 | 12/31/2023 | AOR | 46,700 | $2,484 | 12/31/2023 | StrategIQ Financial Group LLC | 46,570 | $2,477 | 12/31/2023 | AOR | 46,570 | $2,477 | 12/31/2023 | Cahill Financial Advisors Inc. | 44,361 | $2,360 | 12/31/2023 | AOR | 44,361 | $2,360 | 12/31/2023 | Napa Wealth Management | 43,927 | $2,336 | 12/31/2023 | AOR | 43,927 | $2,336 | 12/31/2023 | Viewpoint Investment Partners Corp | 43,830 | $2,331 | 12/31/2023 | AOR | 43,830 | $2,331 | 12/31/2023 | Avantax Advisory Services Inc. | 43,814 | $2,330 | 12/31/2023 | AOR | 43,814 | $2,330 | 12/31/2023 | Visionary Wealth Advisors | 41,310 | $2,197 | 12/31/2023 | AOR | 41,310 | $2,197 | 12/31/2023 | MML Investors Services LLC | 41,176 | $2,190 | 12/31/2023 | AOR | 41,176 | $2,190 | 12/31/2023 | CI Private Wealth LLC | 40,510 | $2,155 | 12/31/2023 | AOR | 40,510 | $2,155 | 12/31/2023 | Worth Financial Advisory Group LLC | 38,353 | $2,040 | 12/31/2023 | AOR | 38,353 | $2,040 | 12/31/2023 | Treynor Bancshares Inc. | 37,027 | $1,969 | 12/31/2023 | AOR | 37,027 | $1,969 | 12/31/2023 | John W. Brooker & Co. CPAs | 34,929 | $1,944 | 03/31/2024 | AOR | 34,929 | $1,944 | 03/31/2024 | Cetera Advisors LLC | 35,307 | $1,878 | 12/31/2023 | AOR | 35,307 | $1,878 | 12/31/2023 | FinTrust Capital Advisors LLC | 34,893 | $1,856 | 12/31/2023 | AOR | 34,893 | $1,856 | 12/31/2023 | Waterloo Capital L.P. | 33,037 | $1,757 | 12/31/2023 | AOR | 33,037 | $1,757 | 12/31/2023 | Legacy Financial Group LLC | 31,403 | $1,748 | 03/31/2024 | AOR | 31,403 | $1,748 | 03/31/2024 | Integrated Advisors Network LLC | 32,322 | $1,719 | 12/31/2023 | AOR | 32,322 | $1,719 | 12/31/2023 | Allworth Financial LP | 31,730 | $1,688 | 12/31/2023 | AOR | 31,730 | $1,688 | 12/31/2023 | AE Wealth Management LLC | 31,141 | $1,658 | 12/31/2023 | AOR | 31,141 | $1,658 | 12/31/2023 | RTD Financial Advisors Inc. | 29,165 | $1,624 | 03/31/2024 | AOR | 29,165 | $1,624 | 03/31/2024 | Harbour Investments Inc. | 29,199 | $1,553 | 12/31/2023 | AOR | 29,199 | $1,553 | 12/31/2023 | Harbor Group Inc. | 27,661 | $1,540 | 03/31/2024 | AOR | 27,661 | $1,540 | 03/31/2024 | Integrity Financial Corp WA | 26,924 | $1,432 | 12/31/2023 | AOR | 26,924 | $1,432 | 12/31/2023 | Creative Planning | 26,384 | $1,403 | 12/31/2023 | AOR | 26,384 | $1,403 | 12/31/2023 | Qube Research & Technologies Ltd | 26,276 | $1,398 | 12/31/2023 | AOR | 26,276 | $1,398 | 12/31/2023 | Capital Insight Partners LLC | 24,657 | $1,373 | 03/31/2024 | AOR | 24,657 | $1,373 | 03/31/2024 | Cetera Advisor Networks LLC | 25,363 | $1,349 | 12/31/2023 | AOR | 25,363 | $1,349 | 12/31/2023 | Coco Enterprises LLC | 24,837 | $1,321 | 12/31/2023 | AOR | 24,837 | $1,321 | 12/31/2023 | Cliftonlarsonallen Wealth Advisors LLC | 24,032 | $1,278 | 12/31/2023 | AOR | 24,032 | $1,278 | 12/31/2023 | Captrust Financial Advisors | 23,530 | $1,252 | 12/31/2023 | AOR | 23,530 | $1,252 | 12/31/2023 | Stratos Wealth Partners LTD. | 22,410 | $1,248 | 03/31/2024 | AOR | 22,410 | $1,248 | 03/31/2024 | Pacific Capital Wealth Advisors Inc. | 23,335 | $1,241 | 12/31/2023 | AOR | 23,335 | $1,241 | 12/31/2023 | Susquehanna International Group LLP | 23,183 | $1,233 | 12/31/2023 | AOR | 23,183 | $1,233 | 12/31/2023 | Mutual Advisors LLC | 22,271 | $1,185 | 12/31/2023 | AOR | 22,271 | $1,185 | 12/31/2023 | Private Advisor Group LLC | 22,225 | $1,182 | 12/31/2023 | AOR | 22,225 | $1,182 | 12/31/2023 | Goldman Sachs Group Inc. | 22,073 | $1,174 | 12/31/2023 | AOR | 22,073 | $1,174 | 12/31/2023 | Kingsview Wealth Management LLC | 22,066 | $1,174 | 12/31/2023 | AOR | 22,066 | $1,174 | 12/31/2023 | Oxinas Partners Wealth Management LLC | 21,031 | $1,171 | 03/31/2024 | AOR | 21,031 | $1,171 | 03/31/2024 | Northstar Group Inc. | 20,936 | $1,166 | 03/31/2024 | AOR | 20,936 | $1,166 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 21,735 | $1,156 | 12/31/2023 | AOR | 21,735 | $1,156 | 12/31/2023 | Dynamic Advisor Solutions LLC | 19,921 | $1,109 | 03/31/2024 | AOR | 19,921 | $1,109 | 03/31/2024 | Prosperity Consulting Group LLC | 20,240 | $1,077 | 12/31/2023 | AOR | 20,240 | $1,077 | 12/31/2023 | SimpliFi Inc. | 21,733 | $1,074 | 12/31/2023 | AOR | 21,733 | $1,074 | 12/31/2023 | Relative Value Partners Group LLC | 19,315 | $1,027 | 12/31/2023 | AOR | 19,315 | $1,027 | 12/31/2023 | Integrated Wealth Concepts LLC | 18,137 | $965 | 12/31/2023 | AOR | 18,137 | $965 | 12/31/2023 | Bank of Montreal Can | 18,036 | $962 | 12/31/2023 | AOR | 18,036 | $962 | 12/31/2023 | WBH Advisory Inc. | 17,217 | $958 | 03/31/2024 | AOR | 17,217 | $958 | 03/31/2024 | Comerica Bank | 17,935 | $954 | 12/31/2023 | AOR | 17,935 | $954 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 17,306 | $921 | 12/31/2023 | AOR | 17,306 | $921 | 12/31/2023 | PDS Planning Inc | 16,894 | $899 | 12/31/2023 | AOR | 16,894 | $899 | 12/31/2023 | Sage Financial Group Inc. | 16,736 | $890 | 12/31/2023 | AOR | 16,736 | $890 | 12/31/2023 | Oxford Financial Group Ltd. | 16,469 | $876 | 12/31/2023 | AOR | 16,469 | $876 | 12/31/2023 | Private Capital Management LLC | 15,622 | $870 | 03/31/2024 | AOR | 15,622 | $870 | 03/31/2024 | David R. Rahn & Associates Inc. | 15,048 | $838 | 03/31/2024 | AOR | 15,048 | $838 | 03/31/2024 | McKinley Carter Wealth Services Inc. | 15,700 | $835 | 12/31/2023 | AOR | 15,700 | $835 | 12/31/2023 | Trilogy Capital Inc. | 14,896 | $829 | 03/31/2024 | AOR | 14,896 | $829 | 03/31/2024 | RIA Advisory Group LLC | 15,495 | $824 | 12/31/2023 | AOR | 15,495 | $824 | 12/31/2023 | HRT Financial LP | 15,324 | $815 | 12/31/2023 | AOR | 15,324 | $815 | 12/31/2023 | Wilbanks Smith & Thomas Asset Management LLC | 15,174 | $807 | 12/31/2023 | AOR | 15,174 | $807 | 12/31/2023 | HighTower Advisors LLC | 14,981 | $797 | 12/31/2023 | AOR | 14,981 | $797 | 12/31/2023 | United Capital Financial Advisers LLC | 14,969 | $796 | 12/31/2023 | AOR | 14,969 | $796 | 12/31/2023 | Cahaba Wealth Management Inc. | 14,890 | $792 | 12/31/2023 | AOR | 14,890 | $792 | 12/31/2023 | Rockefeller Capital Management L.P. | 14,810 | $788 | 12/31/2023 | AOR | 14,810 | $788 | 12/31/2023 | High Falls Advisors Inc | 14,755 | $785 | 12/31/2023 | AOR | 14,755 | $785 | 12/31/2023 | GWM Advisors LLC | 14,705 | $781 | 12/31/2023 | AOR | 14,705 | $781 | 12/31/2023 | Citadel Advisors LLC | 14,647 | $779 | 12/31/2023 | AOR | 14,647 | $779 | 12/31/2023 | Lincoln National Corp | 14,410 | $766 | 12/31/2023 | AOR | 14,410 | $766 | 12/31/2023 | Greystone Financial Group LLC | 14,242 | $758 | 12/31/2023 | AOR | 14,242 | $758 | 12/31/2023 | Mariner LLC | 13,322 | $709 | 12/31/2023 | AOR | 13,322 | $709 | 12/31/2023 | Fidato Wealth LLC | 12,670 | $705 | 03/31/2024 | AOR | 12,670 | $705 | 03/31/2024 | SageView Advisory Group LLC | 13,103 | $700 | 12/31/2023 | AOR | 13,103 | $700 | 12/31/2023 | Morton Brown Family Wealth LLC | 12,925 | $687 | 12/31/2023 | AOR | 12,925 | $687 | 12/31/2023 | Buttonwood Financial Group LLC | 12,088 | $673 | 03/31/2024 | AOR | 12,088 | $673 | 03/31/2024 | AdvisorNet Financial Inc | 11,813 | $658 | 03/31/2024 | AOR | 11,813 | $658 | 03/31/2024 | Kingswood Wealth Advisors LLC | 11,500 | $640 | 03/31/2024 | AOR | 11,500 | $640 | 03/31/2024 | Cardinal Point Capital Management ULC | 11,761 | $626 | 12/31/2023 | AOR | 11,761 | $626 | 12/31/2023 | Archford Capital Strategies LLC | 11,473 | $610 | 12/31/2023 | AOR | 11,473 | $610 | 12/31/2023 | CENTRAL TRUST Co | 11,432 | $608 | 12/31/2023 | AOR | 11,432 | $608 | 12/31/2023 | Verus Financial Partners Inc. | 11,416 | $608 | 12/31/2023 | AOR | 11,416 | $608 | 12/31/2023 | Tempus Wealth Planning LLC | 10,596 | $590 | 03/31/2024 | AOR | 10,596 | $590 | 03/31/2024 | Mountain Capital Investment Advisors Inc | 10,284 | $568 | 03/31/2024 | AOR | 10,284 | $568 | 03/31/2024 | Envestnet Portfolio Solutions Inc. | 10,469 | $557 | 12/31/2023 | AOR | 10,469 | $557 | 12/31/2023 | Scotia Capital Inc. | 10,369 | $551 | 12/31/2023 | AOR | 10,369 | $551 | 12/31/2023 | Valmark Advisers Inc. | 10,182 | $542 | 12/31/2023 | AOR | 10,182 | $542 | 12/31/2023 | TrinityPoint Wealth LLC | 10,163 | $541 | 12/31/2023 | AOR | 10,163 | $541 | 12/31/2023 | Integrity Wealth Solutions LLC | 9,603 | $535 | 03/31/2024 | AOR | 9,603 | $535 | 03/31/2024 | Camarda Financial Advisors LLC | 9,995 | $532 | 12/31/2023 | AOR | 9,995 | $532 | 12/31/2023 | Prospera Financial Services Inc | 9,960 | $530 | 12/31/2023 | AOR | 9,960 | $530 | 12/31/2023 | D.A. Davidson & CO. | 9,903 | $527 | 12/31/2023 | AOR | 9,903 | $527 | 12/31/2023 | Cerity Partners LLC | 9,848 | $524 | 12/31/2023 | AOR | 9,848 | $524 | 12/31/2023 | Lido Advisors LLC | 9,859 | $524 | 12/31/2023 | AOR | 9,859 | $524 | 12/31/2023 | Beacon Financial Advisory LLC | 9,764 | $519 | 12/31/2023 | AOR | 9,764 | $519 | 12/31/2023 | Zimmermann Investment Management & Planning LLC | 9,491 | $505 | 12/31/2023 | AOR | 9,491 | $505 | 12/31/2023 | JPMorgan Chase & Co. | 9,470 | $504 | 12/31/2023 | AOR | 9,470 | $504 | 12/31/2023 | Encompass More Asset Management | 9,404 | $500 | 12/31/2023 | AOR | 9,404 | $500 | 12/31/2023 | Godshalk Welsh Capital Management Inc. | 9,291 | $494 | 12/31/2023 | AOR | 9,291 | $494 | 12/31/2023 | Atlas Capital Advisors LLC | 8,761 | $488 | 03/31/2024 | AOR | 8,761 | $488 | 03/31/2024 | EFG Asset Management Americas Corp. | 9,131 | $486 | 12/31/2023 | AOR | 9,131 | $486 | 12/31/2023 | Heirloom Wealth Management | 9,065 | $482 | 12/31/2023 | AOR | 9,065 | $482 | 12/31/2023 | Hubbell Strickland Wealth Management LLC | 8,648 | $481 | 03/31/2024 | AOR | 8,648 | $481 | 03/31/2024 | FFT Wealth Management LLC | 8,947 | $476 | 12/31/2023 | AOR | 8,947 | $476 | 12/31/2023 | Gallacher Capital Management LLC | 8,840 | $470 | 12/31/2023 | AOR | 8,840 | $470 | 12/31/2023 | Boston Research & Management Inc. | 8,827 | $469 | 12/31/2023 | AOR | 8,827 | $469 | 12/31/2023 | David Loasby | 8,950 | $469 | 12/31/2023 | AOR | 8,950 | $469 | 12/31/2023 | Gladstone Institutional Advisory LLC | 8,793 | $468 | 12/31/2023 | AOR | 8,793 | $468 | 12/31/2023 | Brighton Jones LLC | 8,625 | $459 | 12/31/2023 | AOR | 8,625 | $459 | 12/31/2023 | Summit Financial Wealth Advisors LLC | 8,480 | $451 | 12/31/2023 | AOR | 8,480 | $451 | 12/31/2023 | New Capital Management LP | 8,033 | $447 | 03/31/2024 | AOR | 8,033 | $447 | 03/31/2024 | Two Sigma Securities LLC | 8,229 | $438 | 12/31/2023 | AOR | 8,229 | $438 | 12/31/2023 | Institute for Wealth Management LLC. | 8,123 | $432 | 12/31/2023 | AOR | 8,123 | $432 | 12/31/2023 | Orin Green Financial LLC | 8,100 | $431 | 12/31/2023 | AOR | 8,100 | $431 | 12/31/2023 | Zacks Investment Management | 8,032 | $427 | 12/31/2023 | AOR | 8,032 | $427 | 12/31/2023 | Eudaimonia Advisors LLC | 7,855 | $418 | 12/31/2023 | AOR | 7,855 | $418 | 12/31/2023 | New England Private Wealth Advisors LLC | 7,847 | $417 | 12/31/2023 | AOR | 7,847 | $417 | 12/31/2023 | Gallagher Fiduciary Advisors LLC | 7,658 | $407 | 12/31/2023 | AOR | 7,658 | $407 | 12/31/2023 | Sigma Planning Corp | 7,597 | $404 | 12/31/2023 | AOR | 7,597 | $404 | 12/31/2023 | C2C Wealth Management LLC | 7,575 | $404 | 12/31/2023 | AOR | 7,575 | $404 | 12/31/2023 | Philip James Wealth Mangement LLC | 7,526 | $400 | 12/31/2023 | AOR | 7,526 | $400 | 12/31/2023 | Wealthquest Corp | 7,477 | $398 | 12/31/2023 | AOR | 7,477 | $398 | 12/31/2023 | Modera Wealth Management LLC | 7,364 | $392 | 12/31/2023 | AOR | 7,364 | $392 | 12/31/2023 | Western Wealth Management LLC | 7,353 | $391 | 12/31/2023 | AOR | 7,353 | $391 | 12/31/2023 | Boston Standard Wealth Management LLC | 6,980 | $389 | 03/31/2024 | AOR | 6,980 | $389 | 03/31/2024 | Gould Capital LLC | 7,316 | $389 | 12/31/2023 | AOR | 7,316 | $389 | 12/31/2023 | Equitable Holdings Inc. | 7,296 | $388 | 12/31/2023 | AOR | 7,296 | $388 | 12/31/2023 | Weitzel Financial Services Inc. | 6,972 | $386 | 03/31/2024 | AOR | 6,972 | $386 | 03/31/2024 | Reston Wealth Management LLC | 7,247 | $385 | 12/31/2023 | AOR | 7,247 | $385 | 12/31/2023 | Roman Butler Fullerton & Co. | 7,190 | $383 | 12/31/2023 | AOR | 7,190 | $383 | 12/31/2023 | RDA Financial Network | 6,763 | $377 | 03/31/2024 | AOR | 6,763 | $377 | 03/31/2024 | Strategic Advocates LLC | 6,774 | $377 | 03/31/2024 | AOR | 6,774 | $377 | 03/31/2024 | Balanced Wealth Group LLC | 7,027 | $374 | 12/31/2023 | AOR | 7,027 | $374 | 12/31/2023 | Venturi Wealth Management LLC | 6,994 | $372 | 12/31/2023 | AOR | 6,994 | $372 | 12/31/2023 | Efficient Advisors LLC | 6,859 | $365 | 12/31/2023 | AOR | 6,859 | $365 | 12/31/2023 | Harbor Investment Advisory LLC | 6,505 | $362 | 03/31/2024 | AOR | 6,505 | $362 | 03/31/2024 | Syverson Strege & Co | 6,780 | $361 | 12/31/2023 | AOR | 6,780 | $361 | 12/31/2023 | Atria Wealth Solutions Inc. | 6,697 | $356 | 12/31/2023 | AOR | 6,697 | $356 | 12/31/2023 | G2 Capital Management LLC OH | 6,607 | $351 | 12/31/2023 | AOR | 6,607 | $351 | 12/31/2023 | Canal Capital Management LLC | 6,494 | $345 | 12/31/2023 | AOR | 6,494 | $345 | 12/31/2023 | Elevate Wealth Advisory Inc. | 6,402 | $341 | 12/31/2023 | AOR | 6,402 | $341 | 12/31/2023 | Centaurus Financial Inc. | 6,395 | $340 | 12/31/2023 | AOR | 6,395 | $340 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 6,258 | $333 | 12/31/2023 | AOR | 6,258 | $333 | 12/31/2023 | Capital Analysts LLC | 6,263 | $333 | 12/31/2023 | AOR | 6,263 | $333 | 12/31/2023 | Mascoma Wealth Management LLC | 6,207 | $330 | 12/31/2023 | AOR | 6,207 | $330 | 12/31/2023 | Beacon Pointe Advisors LLC | 6,203 | $330 | 12/31/2023 | AOR | 6,203 | $330 | 12/31/2023 | Sunbelt Securities Inc. | 5,818 | $324 | 03/31/2024 | AOR | 5,818 | $324 | 03/31/2024 | Keybank National Association OH | 5,800 | $309 | 12/31/2023 | AOR | 5,800 | $309 | 12/31/2023 | Van Hulzen Asset Management LLC | 5,721 | $304 | 12/31/2023 | AOR | 5,721 | $304 | 12/31/2023 | Kowal Investment Group LLC | 5,450 | $303 | 03/31/2024 | AOR | 5,450 | $303 | 03/31/2024 | Corepath Wealth Partners LLC | 5,787 | $303 | 12/31/2023 | AOR | 5,787 | $303 | 12/31/2023 | Peregrine Asset Advisers Inc. | 5,613 | $299 | 12/31/2023 | AOR | 5,613 | $299 | 12/31/2023 | Milestone Asset Management LLC | 5,605 | $298 | 12/31/2023 | AOR | 5,605 | $298 | 12/31/2023 | CKW Financial Group | 5,592 | $297 | 12/31/2023 | AOR | 5,592 | $297 | 12/31/2023 | Landmark Wealth Management LLC | 5,543 | $295 | 12/31/2023 | AOR | 5,543 | $295 | 12/31/2023 | Affiance Financial LLC | 5,247 | $292 | 03/31/2024 | AOR | 5,247 | $292 | 03/31/2024 | Divergent Planning LLC | 5,244 | $291 | 03/31/2024 | AOR | 5,244 | $291 | 03/31/2024 | Cary Street Partners Investment Advisory LLC | 5,360 | $285 | 12/31/2023 | AOR | 5,360 | $285 | 12/31/2023 | EisnerAmper Wealth Management Corporate Benefits LLC | 5,319 | $283 | 12/31/2023 | AOR | 5,319 | $283 | 12/31/2023 | Flagship Harbor Advisors LLC | 5,065 | $282 | 03/31/2024 | AOR | 5,065 | $282 | 03/31/2024 | Moss Adams Wealth Advisors LLC | 5,276 | $281 | 12/31/2023 | AOR | 5,276 | $281 | 12/31/2023 | Carret Asset Management LLC | 5,022 | $280 | 03/31/2024 | AOR | 5,022 | $280 | 03/31/2024 | Howard Wealth Management LLC | 5,245 | $279 | 12/31/2023 | AOR | 5,245 | $279 | 12/31/2023 | Signet Financial Management LLC | 4,965 | $276 | 03/31/2024 | AOR | 4,965 | $276 | 03/31/2024 | Ausdal Financial Partners Inc. | 4,959 | $276 | 03/31/2024 | AOR | 4,959 | $276 | 03/31/2024 | Nvwm LLC | 5,182 | $276 | 12/31/2023 | AOR | 5,182 | $276 | 12/31/2023 | Cornerstone Planning Group LLC | 5,191 | $276 | 12/31/2023 | AOR | 5,191 | $276 | 12/31/2023 | Foundations Investment Advisors LLC | 5,096 | $273 | 12/31/2023 | AOR | 5,096 | $273 | 12/31/2023 | TBH Global Asset Management LLC | 5,125 | $273 | 12/31/2023 | AOR | 5,125 | $273 | 12/31/2023 | Per Stirling Capital Management LLC. | 4,879 | $260 | 12/31/2023 | AOR | 4,879 | $260 | 12/31/2023 | Sovereign Financial Group Inc. | 4,658 | $259 | 03/31/2024 | AOR | 4,658 | $259 | 03/31/2024 | International Assets Investment Management LLC | 4,586 | $254 | 03/31/2024 | AOR | 4,586 | $254 | 03/31/2024 | Capital Investment Advisory Services LLC | 4,749 | $253 | 12/31/2023 | AOR | 4,749 | $253 | 12/31/2023 | Redwood Investment Management LLC | 4,673 | $249 | 12/31/2023 | AOR | 4,673 | $249 | 12/31/2023 | Clear Creek Financial Management LLC | 4,673 | $249 | 12/31/2023 | AOR | 4,673 | $249 | 12/31/2023 | Global Retirement Partners LLC | 4,679 | $246 | 12/31/2023 | AOR | 4,679 | $246 | 12/31/2023 | Cassaday & Co Wealth Management LLC | 4,378 | $233 | 12/31/2023 | AOR | 4,378 | $233 | 12/31/2023 | Asset Dedication LLC | 4,100 | $228 | 03/31/2024 | AOR | 4,100 | $228 | 03/31/2024 | Pensionmark Financial Group LLC | 4,277 | $227 | 12/31/2023 | AOR | 4,277 | $227 | 12/31/2023 | Coastal Investment Advisors Inc. | 4,029 | $224 | 03/31/2024 | AOR | 4,029 | $224 | 03/31/2024 | Narwhal Capital Management | 4,200 | $223 | 12/31/2023 | AOR | 4,200 | $223 | 12/31/2023 | Tyler Stone Wealth Management | 4,187 | $223 | 12/31/2023 | AOR | 4,187 | $223 | 12/31/2023 | AFS Financial Group LLC | 4,149 | $221 | 12/31/2023 | AOR | 4,149 | $221 | 12/31/2023 | Stonehearth Capital Management LLC | 3,952 | $220 | 03/31/2024 | AOR | 3,952 | $220 | 03/31/2024 | IFG Advisory LLC | 4,144 | $220 | 12/31/2023 | AOR | 4,144 | $220 | 12/31/2023 | Marshall Financial Group Inc. ADV | 4,118 | $219 | 12/31/2023 | AOR | 4,118 | $219 | 12/31/2023 | Archvest Wealth Advisors Inc. | 4,041 | $215 | 12/31/2023 | AOR | 4,041 | $215 | 12/31/2023 | Chesapeake Wealth Management | 3,960 | $211 | 12/31/2023 | AOR | 3,960 | $211 | 12/31/2023 | Aquire Wealth Advisors LLC | 3,889 | $207 | 12/31/2023 | AOR | 3,889 | $207 | 12/31/2023 | Lake Street Financial LLC | 3,663 | $204 | 03/31/2024 | AOR | 3,663 | $204 | 03/31/2024 | MAI Capital Management | 3,825 | $203 | 12/31/2023 | AOR | 3,825 | $203 | 12/31/2023 | Fermata Advisors LLC | 3,615 | $201 | 03/31/2024 | AOR | 3,615 | $201 | 03/31/2024 | Cetera Investment Advisers | 3,776 | $201 | 12/31/2023 | AOR | 3,776 | $201 | 12/31/2023 | CarsonAllaria Wealth Management Ltd. | 2,784 | $148 | 12/31/2023 | AOR | 2,784 | $148 | 12/31/2023 | Parallel Advisors LLC | 2,773 | $147 | 12/31/2023 | AOR | 2,773 | $147 | 12/31/2023 | Advisory Services Network LLC | 2,645 | $141 | 12/31/2023 | AOR | 2,645 | $141 | 12/31/2023 | Wolff Wiese Magana LLC | 2,464 | $137 | 03/31/2024 | AOR | 2,464 | $137 | 03/31/2024 | Proequities Inc. | 2,483 | $132 | 12/31/2023 | AOR | 2,483 | $132 | 12/31/2023 | CWM LLC | 2,000 | $111 | 03/31/2024 | AOR | 2,000 | $111 | 03/31/2024 | EPG Wealth Management LLC | 2,054 | $109 | 12/31/2023 | AOR | 2,054 | $109 | 12/31/2023 | Life Planning Partners Inc | 1,986 | $106 | 12/31/2023 | AOR | 1,986 | $106 | 12/31/2023 | Spire Wealth Management | 1,691 | $89 | 12/31/2023 | AOR | 1,691 | $89 | 12/31/2023 | American Capital Advisory LLC | 1,682 | $89 | 12/31/2023 | AOR | 1,682 | $89 | 12/31/2023 | Geneos Wealth Management Inc. | 1,563 | $83 | 12/31/2023 | AOR | 1,563 | $83 | 12/31/2023 | Fifth Third Bancorp | 1,405 | $75 | 12/31/2023 | AOR | 1,405 | $75 | 12/31/2023 | Carolinas Wealth Consulting LLC | 1,391 | $74 | 12/31/2023 | AOR | 1,391 | $74 | 12/31/2023 | FMR LLC | 1,378 | $73 | 12/31/2023 | AOR | 1,378 | $73 | 12/31/2023 | SOA Wealth Advisors LLC. | 1,113 | $62 | 03/31/2024 | AOR | 1,113 | $62 | 03/31/2024 | SRS Capital Advisors Inc. | 1,078 | $57 | 12/31/2023 | AOR | 1,078 | $57 | 12/31/2023 | Bay Harbor Wealth Management LLC | 1,040 | $55 | 12/31/2023 | AOR | 1,040 | $55 | 12/31/2023 | Ancora Advisors LLC | 1,004 | $53 | 12/31/2023 | AOR | 1,004 | $53 | 12/31/2023 | Cape Investment Advisory Inc. | 1,000 | $53 | 12/31/2023 | AOR | 1,000 | $53 | 12/31/2023 | Arvest Investments Inc. | 883 | $49 | 03/31/2024 | AOR | 883 | $49 | 03/31/2024 | AllSquare Wealth Management LLC | 903 | $48 | 12/31/2023 | AOR | 903 | $48 | 12/31/2023 | JNBA Financial Advisors | 856 | $46 | 12/31/2023 | AOR | 856 | $46 | 12/31/2023 | Concord Wealth Partners | 867 | $46 | 12/31/2023 | AOR | 867 | $46 | 12/31/2023 | ZRC Wealth Management LLC | 807 | $45 | 03/31/2024 | AOR | 807 | $45 | 03/31/2024 | Oakworth Capital Inc. | 850 | $45 | 12/31/2023 | AOR | 850 | $45 | 12/31/2023 | Transcendent Capital Group LLC | 723 | $38 | 12/31/2023 | AOR | 723 | $38 | 12/31/2023 | Sugarloaf Wealth Management LLC | 700 | $37 | 12/31/2023 | AOR | 700 | $37 | 12/31/2023 | Aspire Private Capital LLC | 644 | $36 | 03/31/2024 | AOR | 644 | $36 | 03/31/2024 | Milestone Investment Advisors LLC | 676 | $36 | 12/31/2023 | AOR | 676 | $36 | 12/31/2023 | The PNC Financial Services Group Inc. | 660 | $35 | 12/31/2023 | AOR | 660 | $35 | 12/31/2023 | RFP Financial Group LLC | 660 | $35 | 12/31/2023 | AOR | 660 | $35 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 605 | $34 | 03/31/2024 | AOR | 605 | $34 | 03/31/2024 | Burkett Financial Services LLC | 543 | $30 | 03/31/2024 | AOR | 543 | $30 | 03/31/2024 | Macroview Investment Management LLC | 570 | $30 | 12/31/2023 | AOR | 570 | $30 | 12/31/2023 | Rockbridge Investment Management LCC | 542 | $29 | 12/31/2023 | AOR | 542 | $29 | 12/31/2023 | Evermay Wealth Management LLC | 514 | $27 | 12/31/2023 | AOR | 514 | $27 | 12/31/2023 | NBC Securities Inc. | 433 | $24 | 03/31/2024 | AOR | 433 | $24 | 03/31/2024 | ORG Partners LLC | 449 | $24 | 12/31/2023 | AOR | 449 | $24 | 12/31/2023 | ICA Group Wealth Management LLC | 432 | $23 | 12/31/2023 | AOR | 432 | $23 | 12/31/2023 | South State CORP. | 390 | $21 | 12/31/2023 | AOR | 390 | $21 | 12/31/2023 | BNP Paribas Arbitrage SA | 397 | $21 | 12/31/2023 | AOR | 397 | $21 | 12/31/2023 | Global Wealth Management Investment Advisory Inc. | 399 | $21 | 12/31/2023 | AOR | 399 | $21 | 12/31/2023 | Founders Capital Management | 339 | $19 | 03/31/2024 | AOR | 339 | $19 | 03/31/2024 | Signaturefd LLC | 352 | $19 | 12/31/2023 | AOR | 352 | $19 | 12/31/2023 | IFP Advisors Inc | 316 | $17 | 12/31/2023 | AOR | 316 | $17 | 12/31/2023 | FSA Wealth Management LLC | 299 | $16 | 12/31/2023 | AOR | 299 | $16 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 306 | $16 | 12/31/2023 | AOR | 306 | $16 | 12/31/2023 | MCF Advisors LLC | 271 | $15 | 03/31/2024 | AOR | 271 | $15 | 03/31/2024 | Tsfg LLC | 265 | $15 | 03/31/2024 | AOR | 265 | $15 | 03/31/2024 | Delta Asset Management LLC TN | 265 | $14 | 12/31/2023 | AOR | 265 | $14 | 12/31/2023 | Retirement Group LLC | 200 | $11 | 12/31/2023 | AOR | 200 | $11 | 12/31/2023 | Archer Investment Corp | 215 | $11 | 12/31/2023 | AOR | 215 | $11 | 12/31/2023 | O Shaughnessy Asset Management LLC | 183 | $10 | 12/31/2023 | AOR | 183 | $10 | 12/31/2023 | Sanctuary Wealth Management L.L.C. | 195 | $10 | 12/31/2023 | AOR | 195 | $10 | 12/31/2023 | Lee Financial Co | 165 | $9 | 12/31/2023 | AOR | 165 | $9 | 12/31/2023 | Focused Wealth Management Inc | 154 | $8 | 12/31/2023 | AOR | 154 | $8 | 12/31/2023 | Institutional & Family Asset Management LLC | 150 | $8 | 12/31/2023 | AOR | 150 | $8 | 12/31/2023 | Lindbrook Capital LLC | 150 | $8 | 12/31/2023 | AOR | 150 | $8 | 12/31/2023 | Coppell Advisory Solutions LLC | 141 | $8 | 12/31/2023 | AOR | 141 | $8 | 12/31/2023 | Farther Finance Advisors LLC | 159 | $8 | 12/31/2023 | AOR | 159 | $8 | 12/31/2023 | Planning Capital Management Corp | 157 | $8 | 12/31/2023 | AOR | 157 | $8 | 12/31/2023 | Stephens Consulting LLC | 110 | $6 | 03/31/2024 | AOR | 110 | $6 | 03/31/2024 | Tompkins Financial Corp | 73 | $4 | 03/31/2024 | AOR | 73 | $4 | 03/31/2024 | Rain Capital Management LLC | 66 | $4 | 12/31/2023 | AOR | 66 | $4 | 12/31/2023 | Northwest Capital Management Inc | 55 | $3 | 03/31/2024 | AOR | 55 | $3 | 03/31/2024 | Able Wealth Management LLC | 62 | $3 | 12/31/2023 | AOR | 62 | $3 | 12/31/2023 | Creative Financial Designs Inc. ADV | 35 | $2 | 12/31/2023 | AOR | 35 | $2 | 12/31/2023 | North Star Investment Management Corp. | 42 | $2 | 12/31/2023 | AOR | 42 | $2 | 12/31/2023 | Tower Research Capital LLC TRC | 14 | $1 | 12/31/2023 | AOR | 14 | $1 | 12/31/2023 | Aptus Capital Advisors LLC | 10 | $1 | 12/31/2023 | AOR | 10 | $1 | 12/31/2023 | McIlrath & Eck LLC | 23 | $1 | 12/31/2023 | AOR | 23 | $1 | 12/31/2023 | Castleview Partners LLC | 24 | $1 | 12/31/2023 | AOR | 24 | $1 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 23 | $1 | 12/31/2023 | AOR | 23 | $1 | 12/31/2023 | Long Island Wealth Management Inc. | 15 | $1 | 12/31/2023 | AOR | 15 | $1 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 5 | $0 | 12/31/2023 | AOR | 5 | $0 | 12/31/2023 | Main Street Group LTD | 1 | $0 | 12/31/2023 | AOR | 1 | $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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