Orion Advisor Services, LLC (Orion) is the winner of the Technology Providers – Portfolio Management, Accounting and Performance Reports category.
TD Ameritrade Institutional is the winner of two categories: Trusts and Custodians ($25 Billion or More) -- Corporate Social Responsibility/Diversity.
Summit Brokerage is the winner of the Broker/Dealers (Fewer than 1000 Advisors)—Transition Support category.
Janney Montgomery Scott is the winner of the Broker/Dealers (Fewer Than 1,000 Advisors) – Technology category.
Investment Management Consultants Association® is the winner of the Industry Associations category.
Charles Schwab Investment Management (CSIM) is the winner of the Asset Managers - Corporate Social Responsibility/Diversity category.
Vestmark is the winner of the Technology Providers – Innovation category.
