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Global X Morningstar Capital Allocation Leaders ETF
CPTL

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Creative Planning
26
Creative Planning
Kansas
US$ 234 mil – – –
RW
27
Rede Wealth
Virginia
US$ 211 mil +US$ 207 mil +4.485 Nova
MAFA
28
MJT & Associates Financial Advisory
Minnesota
US$ 131 mil +US$ 5,72 mil +124 +5%
Farther Finance Advisors
29
Farther Finance Advisors
California
US$ 73,7 mil – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
US$ 69,4 mil -US$ 4,47 mil -97 -6%
RF
31
Rossby Financial
Florida
US$ 51,7 mil +US$ 3,92 mil +85 +8%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
US$ 51,2 mil – – –
APFP
33
Action Point Financial Planning
Michigan
US$ 43,4 mil +US$ 42,5 mil +923 Nova
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
US$ 18,1 mil – – –
OAG
35
Oakmont Advisory Group
New Mexico
US$ 11,9 mil +US$ 11,7 mil +254 Nova
Wells Fargo
36
Wells Fargo
California
US$ 9,4 mil – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
US$ 9,4 mil +US$ 9,22 mil +200 Nova
Citigroup
38
Citigroup
New York
US$ 4,7 mil – – –
SBI Securities
39
SBI Securities
Japan
US$ 4,7 mil – – –
Harbour Investments
40
Harbour Investments
Wisconsin
US$ 4,46 mil – – –
Creative Financial Designs
41
Creative Financial Designs
Indiana
US$ 3,76 mil – – –
LRI Investments
42
LRI Investments
Florida
US$ 2,16 mil – – –
Independent Advisor Alliance
43
Independent Advisor Alliance
North Carolina
– -US$ 2,29 mi -55.025 Encerrada
GSEP
44
Golden State Equity Partners
California
– -US$ 70 mil -1.684 Encerrada
MAI Capital Management
45
MAI Capital Management
Ohio
– -US$ 12,3 mil -295 Encerrada
CW
46
Curio Wealth
Maryland
– -US$ 415 -10 Encerrada
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