Best of the Best 2023

Asset Managers

2023 FINALISTS

• BlackRock • Cambiar Investors • CION Investments • DLP Capital • Fidelity Investments • Fiduciary Trust Company • FlexShares Exchange Traded Funds (Managed by Northern Trust) • Franklin Templeton • FS Investments

• J.P. Morgan • Kestra Investment Management • Nationwide Financial - Retirement Institute • Nebo by GMO • Neuberger Berman • Nuveen Investments • Parametric • PIMCO • Prosperity Capital Advisors • Rockefeller Asset Management • Schwab Charitable

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WealthManagement.com

*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.

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