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Jacquelyn leads business operations at OfficeTogether, an office reservation and scheduling software that helps teams coordinate time in the office together while also enabling companies to effectively manage real estate needs against historical and predicted capacity. Prior to OfficeTogether, Jacquelyn led People Analytics & Strategy at Coinbase and was a member of Google's People Analytics team. She is currently pursuing her MBA at Berkeley's Haas School of Business and serves on the Stanford Cap & Gown and Computer History Museum NextGen Boards.

While the quant firm will miss becoming the first to flip mutual funds to ETFs, its nearly $26 billion conversion will by far be the biggest.

This group carried fees nearly three times the industry average.

Some familiar names top the list for these investors who kept about 35% of their brokerage assets in equities.

Reginald J. Twigg, Ph.D. is the director of digital enterprise at ABBYY, a digital intelligence company.

Arthur J. González is a member of the Financial Oversight and Management Board for Puerto Rico and a Senior Fellow at New York University School of Law.

Yves-Gabriel Leboeuf is founder and CEO of Flinks.

Alyssa Cutright is vice president of global payments at eBay.

New entrants are gaining traction while established players continue to grow.

Those with the resources to sort through compliance thickets may be better positioned to take advantage of some long-awaited changes.