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Nomination Categories and Subcategories

401 (k) - Retirement Plan Support Services



ASSET MANAGERS



BROKERS/DEALERS (1,000 Advisors or More)

 


BROKERS/DEALERS (Fewer Than 1,000 Advisors)



COMPLIANCE/LAW FIRMS



CUSTODIANS (Emerging – Less than $25B)



CUSTODIANS (Established — $25B and Over)



Disruptors

 


Family Offices

 


Hedge Funds/Private Equity



INDIVIDUAL RIA FIRM LEADERS



INDUSTRY ASSOCIATIONS



INDUSTRY RESEARCH PROVIDERS



INSURANCE



INVESTMENT BANKS/LENDERS/SUCCESSION PLANNING CONSULTANTS



NON-CUSTODIAL RIA SUPPORT PLATFORMS



PRIVATE EQUITY PROVIDERS



SUCCESSION/OWNERSHIP TRANSITION SERVICES – NON-CUSTODIAN/BROKER/DEALER



TAMPs



Technology Providers



Trusts