Custodians (established - $25b and over)

Practice Management
Technology

Finalists

Schwab Advisor Services

Virtual Practice Management

BNY Mellon | Pershing

Driving Growth Through Multigenerational Relationships

Finalists

TradePMR

Model Sleeve Trading

Fidelity investments

Managed Account Xchange

BNY Mellon Wealth Management

AdvicePath

Apex Clearing Corporation

Apex Extend

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