50. Annex Wealth Management

Rank: 50
Location: Brookfield, WI
Website: www.annexwealth.com

ALL ETF Holdings

$5,583,981,406

Total AUM

$1,791,599,910

Total ETF Assets

18,642

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. AVUS: $345,417,076
  2. AVDE: $302,873,962
  3. VGLT: $143,684,938
  4. JQUA: $135,617,587
  5. AVEM: $122,516,084
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Foreign Large Cap Equities
  3. Government Bonds
  4. Corporate Bonds
  5. Large Cap Value Equities
Top 5 ETF Issuers
  1. American Century
  2. JPMorgan
  3. VictoryShares
  4. Roundhill
  5. Grantham, Mayo, Van Otterloo & Co. LLC


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of December 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


For details on how firms qualified for this list, please see our Methodology.



https://www.annexwealth.com 2025 Top 50 ETF Power Users