8/1/2025 | Capital Investment Counsel LLC | 168,442 | $7.28M | 1.1% | -3.1% | 0.061% | |
8/1/2025 | Purkiss Capital Advisors LLC | 40,304 | $1.74M | 1.0% | +47.8% | 0.014% | |
8/1/2025 | GWN Securities Inc. | 5,654 | $245K | 0.0% | -14.5% | 0.002% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 29,431 | $1.27M | 0.0% | N/A | 0.011% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 64,445 | $2.79M | 0.5% | -0.5% | 0.023% | |
8/1/2025 | Pasadena Private Wealth LLC | 16,782 | $725K | 0.1% | -7.4% | 0.006% | |
8/1/2025 | Envestnet Asset Management Inc. | 18,834,601 | $814.03M | 0.2% | +1.4% | 6.773% | |
7/31/2025 | Wealthfront Advisers LLC | 30,231 | $1.31M | 0.0% | +6.5% | 0.011% | |
7/31/2025 | Interchange Capital Partners LLC | 314,522 | $13.59M | 3.1% | +5.0% | 0.113% | |
7/31/2025 | Brighton Jones LLC | 4,703 | $203K | 0.0% | N/A | 0.002% | |
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7/31/2025 | Leavell Investment Management Inc. | 117,053 | $5.06M | 0.2% | +13.8% | 0.042% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 126,355 | $5.46M | 0.1% | +103.9% | 0.045% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 53,766 | $2.32M | 0.9% | -0.9% | 0.019% | |
7/31/2025 | Sage Mountain Advisors LLC | 1,376,979 | $59.51M | 3.9% | +11.3% | 0.495% | |
7/31/2025 | Ground Swell Capital LLC | 6,855 | $296K | 0.5% | N/A | 0.002% | |
7/31/2025 | AlTi Global Inc. | 235,074 | $10.16M | 0.3% | -6.2% | 0.085% | |
7/31/2025 | Opes Wealth Management LLC | 43,829 | $1.89M | 0.3% | -15.8% | 0.016% | |
7/31/2025 | Carnegie Investment Counsel | 664,874 | $28.74M | 0.6% | +5.3% | 0.239% | |
7/31/2025 | Longview Financial Advisors Inc. | 361,489 | $15.62M | 13.3% | -1.8% | 0.130% | |
7/30/2025 | KPP Advisory Services LLC | 9,959 | $430K | 0.1% | +3.3% | 0.004% | |
7/30/2025 | Strategic Blueprint LLC | 160,838 | $6.95M | 0.3% | -0.7% | 0.058% | |
7/30/2025 | Durante & Waters LLC | 101,404 | $4.38M | 3.4% | +44.8% | 0.036% | |
7/30/2025 | Brookstone Capital Management | 9,720 | $420K | 0.0% | +35.7% | 0.003% | |
7/30/2025 | Retirement Planning Group LLC | 593,917 | $25.67M | 1.1% | -16.9% | 0.214% | |
7/30/2025 | Journey Advisory Group LLC | 108,309 | $4.68M | 0.4% | -3.7% | 0.039% | |
7/30/2025 | Princeton Global Asset Management LLC | 5,012 | $217K | 0.0% | -20.9% | 0.002% | |
7/29/2025 | Unison Advisors LLC | 845,151 | $36.53M | 4.1% | +2.5% | 0.304% | |
7/29/2025 | Liberty Square Wealth Partners LLC | 384,784 | $16.63M | 5.7% | +16.3% | 0.138% | |
7/29/2025 | Chicago Partners Investment Group LLC | 48,293 | $2.12M | 0.1% | +0.7% | 0.017% | |
7/29/2025 | Wingate Wealth Advisors Inc. | 65,095 | $2.81M | 2.5% | +5.1% | 0.023% | |
7/29/2025 | Catalyst Capital Advisors LLC | 1,509,275 | $65.23M | 1.3% | -7.6% | 0.543% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 69,115 | $2.99M | 0.1% | +1.9% | 0.025% | |
7/29/2025 | May Barnhard Investments LLC | 83,247 | $3.60M | 1.7% | +3.3% | 0.030% | |
7/29/2025 | Koshinski Asset Management Inc. | 4,862 | $210K | 0.0% | N/A | 0.002% | |
7/29/2025 | Hoese & Co LLP | 11,890 | $514K | 0.4% | -24.1% | 0.004% | |
7/29/2025 | Stratos Wealth Partners LTD. | 13,239 | $572K | 0.0% | +18.2% | 0.005% | |
7/29/2025 | TFC Financial Management Inc. | 10,725 | $464K | 0.1% | -5.5% | 0.004% | |
7/28/2025 | Copia Wealth Management | 3,836 | $166K | 0.1% | -14.4% | 0.001% | |
7/28/2025 | Sagace Wealth Management LLC | 109,476 | $4.73M | 3.5% | -12.9% | 0.039% | |
7/28/2025 | Interchange Capital Partners LLC | 2,097 | $91K | 0.1% | -99.3% | 0.001% | |
Jeff Bezos Launches "ChatGPT Killer"? (Ad) Amazon just launched Nova—its secretive new AI system designed to rival ChatGPT. Bezos says he now spends 95% of his time focused on AI… but Nova is only part of the story.
Behind the scenes, Amazon has been quietly investing in a breakthrough called “Helios” tech—a core enabler of the $40 trillion AI revolution. While Nova grabs headlines, this technology could be what truly transforms Amazon’s future.
But one tiny startup—not Amazon—may offer the bigger upside. Get the name of the small company at the center of the $40 trillion AI boom. |
7/28/2025 | Mutual Advisors LLC | 240,868 | $10.44M | 0.3% | +9.8% | 0.087% | |
7/28/2025 | Delap Wealth Advisory LLC | 13,072 | $565K | 0.3% | N/A | 0.005% | |
7/28/2025 | Harbour Investments Inc. | 25,864 | $1.12M | 0.0% | -7.5% | 0.009% | |
7/28/2025 | Brown Financial Advisory | 8,538 | $369K | 0.2% | +14.8% | 0.003% | |
7/25/2025 | Atria Wealth Solutions Inc. | 331,529 | $14.33M | 0.3% | -4.8% | 0.119% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 28,603 | $1.24M | 0.0% | -27.9% | 0.010% | |
7/25/2025 | Sequoia Financial Advisors LLC | 256,806 | $11.10M | 0.1% | -14.8% | 0.092% | |
7/25/2025 | MGO One Seven LLC | 71,599 | $3.09M | 0.1% | +3.0% | 0.026% | |
7/25/2025 | Pathway Financial Advisors LLC | 23,257 | $1.01M | 0.1% | +7.4% | 0.008% | |
7/25/2025 | Wells Financial Advisors INC | 24,906 | $1.08M | 1.5% | -4.4% | 0.009% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 8,193 | $356K | 0.1% | -6.1% | 0.003% | |
7/25/2025 | G2 Capital Management LLC OH | 16,010 | $692K | 0.2% | -13.7% | 0.006% | |
7/25/2025 | CWM LLC | 1,643 | $71K | 0.0% | +26.7% | 0.001% | |
7/25/2025 | Ackerman Capital Advisors LLC | 119,505 | $5.17M | 1.2% | -4.3% | 0.043% | |
7/25/2025 | Apollon Financial LLC | 79,524 | $3.44M | 0.7% | +56.7% | 0.029% | |
7/25/2025 | Apollon Wealth Management LLC | 1,050,267 | $45.39M | 0.9% | -1.8% | 0.378% | |
7/25/2025 | IRON Financial LLC | 17,885 | $773K | 0.4% | +9.6% | 0.006% | |
7/24/2025 | Eastern Bank | 2,175,636 | $94.03M | 1.8% | +3.6% | 0.782% | |
7/24/2025 | JFS Wealth Advisors LLC | 1,950 | $84K | 0.0% | N/A | 0.001% | |
7/24/2025 | Greenwood Gearhart Inc. | 24,509 | $1.06M | 0.1% | -27.5% | 0.009% | |
7/24/2025 | Blue Trust Inc. | 24,502 | $1.06M | 0.0% | +40.4% | 0.009% | |
7/24/2025 | Brandywine Oak Private Wealth LLC | 6,698 | $289K | 0.0% | N/A | 0.002% | |
7/24/2025 | Riverchase Wealth Management LLC | 6,484 | $280K | 0.2% | -43.9% | 0.002% | |
7/24/2025 | Coordinated Financial Services Inc. | 9,142 | $395K | 0.3% | N/A | 0.003% | |
7/24/2025 | Blair William & Co. IL | 10,596 | $458K | 0.0% | +3.7% | 0.004% | |
7/24/2025 | Capital Advisors Ltd. LLC | 21,998 | $951K | 0.1% | +10.2% | 0.008% | |
7/24/2025 | Edge Financial Advisors LLC | 4,736 | $205K | 0.1% | N/A | 0.002% | |
7/24/2025 | MFA Wealth Services | 81,505 | $3.52M | 2.6% | +52.4% | 0.029% | |
7/24/2025 | Leo Wealth LLC | 41,099 | $1.78M | 0.1% | N/A | 0.015% | |
7/24/2025 | US Bancorp DE | 13,349 | $577K | 0.0% | +23.5% | 0.005% | |
7/23/2025 | Eagle Strategies LLC | 152,450 | $6.59M | 1.0% | +1.8% | 0.055% | |
7/23/2025 | Fluent Financial LLC | 131,713 | $5.69M | 2.3% | +36.0% | 0.047% | |
7/23/2025 | Valmark Advisers Inc. | 18,388 | $795K | 0.0% | +213.0% | 0.007% | |
7/23/2025 | Armbruster Capital Management Inc. | 455,373 | $19.68M | 3.6% | +4.2% | 0.164% | |
7/23/2025 | Opulen Financial Group LLC | 184,963 | $7.99M | 6.6% | -0.3% | 0.067% | |
7/23/2025 | Abel Hall LLC | 8,519 | $368K | 0.2% | -8.7% | 0.003% | |
7/23/2025 | Sax Wealth Advisors LLC | 51,711 | $2.24M | 0.1% | -8.8% | 0.019% | |
7/23/2025 | BankPlus Trust Department | 14,283 | $617K | 0.2% | +136.9% | 0.005% | |
7/23/2025 | HMV Wealth Advisors LLC | 43,900 | $1.90M | 1.2% | N/A | 0.016% | |
7/23/2025 | KPP Advisory Services LLC | 9,959 | $430K | 0.1% | +3.3% | 0.004% | |
7/22/2025 | Evensky & Katz LLC | 110,019 | $4.76M | 0.3% | -8.7% | 0.040% | |
7/22/2025 | Inlight Wealth Management LLC | 205,268 | $8.87M | 2.3% | +10.1% | 0.074% | |
7/22/2025 | Belpointe Asset Management LLC | 15,691 | $678K | 0.0% | -13.6% | 0.006% | |
7/22/2025 | Duncan Williams Asset Management LLC | 5,605 | $242K | 0.0% | N/A | 0.002% | |
7/22/2025 | Plimoth Trust Co. LLC | 133,791 | $5.78M | 1.4% | +0.5% | 0.048% | |
7/22/2025 | Woodmont Investment Counsel LLC | 45,025 | $1.95M | 0.1% | -0.6% | 0.016% | |
7/22/2025 | MBL Wealth LLC | 24,275 | $1.05M | 0.1% | -12.0% | 0.009% | |
7/22/2025 | Berger Financial Group Inc | 32,666 | $1.41M | 0.1% | -0.9% | 0.012% | |
7/22/2025 | USAdvisors Wealth Management LLC | 179,918 | $7.78M | 2.9% | +1.1% | 0.065% | |
7/22/2025 | Silvia Mccoll Wealth Management LLC | 55,356 | $2.39M | 1.7% | -4.4% | 0.020% | |
Jeff Bezos Launches "ChatGPT Killer"? (Ad) Amazon just launched Nova—its secretive new AI system designed to rival ChatGPT. Bezos says he now spends 95% of his time focused on AI… but Nova is only part of the story.
Behind the scenes, Amazon has been quietly investing in a breakthrough called “Helios” tech—a core enabler of the $40 trillion AI revolution. While Nova grabs headlines, this technology could be what truly transforms Amazon’s future.
But one tiny startup—not Amazon—may offer the bigger upside. Get the name of the small company at the center of the $40 trillion AI boom. |
7/22/2025 | Yoder Wealth Management Inc. | 32,146 | $1.39M | 0.7% | -1.4% | 0.012% | |
7/21/2025 | Ameritas Advisory Services LLC | 133,546 | $5.77M | 0.3% | -49.5% | 0.048% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,328,573 | $143.86M | 3.2% | +4.3% | 1.199% | |
7/21/2025 | Abundance Wealth Counselors | 246,134 | $10.51M | 2.0% | -5.7% | 0.089% | |
7/21/2025 | 1900 Wealth Management LLC | 187,842 | $8.12M | 0.6% | -0.4% | 0.068% | |
7/21/2025 | Warner Financial Inc. | 83,911 | $3.63M | 1.5% | +2.2% | 0.030% | |
7/21/2025 | Triad Wealth Partners LLC | 12,128 | $524K | 0.1% | -30.7% | 0.004% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 91,419 | $3.95M | 0.5% | -5.7% | 0.033% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 708,484 | $30.62M | 0.5% | -14.6% | 0.255% | |
7/18/2025 | Vicus Capital | 16,259 | $703K | 0.1% | -13.5% | 0.006% | |