Diversity, Equity and Inclusion Nationwide Financial - Retirement Institute
ADVISOR SUPPORT PLATFORMS Office Of Supervisory Jurisdiction (OSJS) Affiliated Advisors
30
Fixed Income Fidelity Investments PIMCO Rockefeller Asset Management
31 32 33
11
Registered Investment Advisors (RIAs) Bluespring Wealth Partners
12 13 14 15 16 17
Goals-based Investing Platforms Franklin Templeton Nebo by GMO
Carson Group Carson Group Dynasty Financial Partners Private Advisor Group RFG Advisory
34 35
New Product Development DLP Capital Kestra Investment Management
36 37
Thought Leadership BlackRock CION Investments FlexShares Exchange Traded Funds (Managed by Northern Trust) Kestra Investment Management J.P. Morgan
38 39 40
ASSET MANAGERS Alternative Investments Franklin Templeton
19
41 42
Charitable Giving/Donor Advised Funds Fiduciary Trust Company Schwab Charitable Chief Marketing Officer of the Year Cambiar Investors Nuveen Investments Prosperity Capital Advisors
20 21
BROKERS-DEALERS Chief Executive Officer of the Year
22 23 24
44 45
Concorde Investment Services Osaic, previously Advisor Group
Chief Experience Initiative FS Investments J.P. Morgan
25 26
Chief Technology Officer of the Year LPL Financial Raymond James
46 47
Digital Marketing Campaign of the Year FS Investments
27
Digital Marketing Campaign of the Year Cambridge Investment Research, Inc. Concorde Investment Services Prospera Financial Services
48 49 50
Direct Indexing Neuberger Berman Parametric
28 29
4
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