Smartleaf Asset Management offers its clients access to third party investment models and strategies via our open-architecture Model Distribution Service. SAM will work with the provider to onboard and update the models for use by our clients directly with SAM's sub-advisory service. SAM handles the billing based on the model providers' fee structure, streamlining the process for both SAM clients and the third-party model providers. The model providers listed on our website have authorized us to do so, and there are additional models available to active SAM clients. SAM does not provide due diligence or confirm suitability for any of the model providers.
Showing:
Firm | Model | Type | Contact |
---|---|---|---|
Advisors Capital Management | Small/Mid Cap (SMID) Core | Equity |
Michael Lieberman
michael@advisorscenter.com
201-447-3400
|
Alpha Vee | Risk Managed Large Cap Top 5 Sector Equities | Asset Allocation, Equity, ETF |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Risk Managed All Cap Top 5 Sector ETF | Asset Allocation, ETF |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Risk Managed Small Cap Top 5 Sector Equities | Asset Allocation, Equity, ETF |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Risk Managed SMID Top 5 Sector Equities | Asset Allocation, Equity, ETF |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Risk Managed US Equity & Treasury Bonds | Asset Allocation, Equity, ETF |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Quality Yield | Equity |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | U.S. Large Cap Dividend 100 | Equity |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | U.S. Large Cap 100 | Equity |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Green Transportation | Equity, ESG |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Risk Managed Enhanced US Equity | Equity |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Risk Managed Mid Cap | Equity |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | US Mega Cap | Equity |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Focused Growth | Equity |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alta Capital Mgt | All Cap Quality Growth Composite | Equity |
Andrew Schaffernoth
aschaffernoth@altacapital.com
804.423.9000
|
Alta Capital Mgt | Large Cap Quality Growth Composite | Equity |
Andrew Schaffernoth
aschaffernoth@altacapital.com
804.423.9000
|
Applied Finance Capital Management, LLC | Valuation 50 | Equity |
Chris Austin
ca@appliedfinance.com
559-892-0401
|
Applied Finance Capital Management, LLC | Valuation Dividend | Equity |
Chris Austin
ca@appliedfinance.com
559-892-0401
|
Applied Finance Capital Management, LLC | Valuation Delta | Equity |
Chris Austin
ca@appliedfinance.com
559-892-0401
|
Argus Investors Counsel, Inc. | Argus Innovators | Equity |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Argus Investors Counsel, Inc. | Argus U.S. ESG | Equity |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Argus Investors Counsel, Inc. | Argus Dividend Growers | Equity |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Argus Investors Counsel, Inc. | Argus Equity Income | Equity |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Argus Investors Counsel, Inc. | Argust Growth & Income | Equity |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Argus Investors Counsel, Inc. | Argus Growth | Equity |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Argus Investors Counsel, Inc. | Argus International Dividend | Equity, ADR |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Argus Investors Counsel, Inc. | Argus Minimum Volatility | Equity |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Ativo Capital Management | Ativo Capital Small Cap Concentrated | Equity |
Adan Galvan
agalvan@ativocapital.com
312.263.7600
|
Ativo Capital Management | Ativo Mid Cap Concentrated | Equity |
Adan Galvan
agalvan@ativocapital.com
312.263.7600
|
Ativo Capital Management | Ativo Large Cap Concentrated | Equity |
Adan Galvan
agalvan@ativocapital.com
312.263.7600
|
Ativo Capital Management | Ativo Capital ADR Concentrated | Equity, ADR |
Adan Galvan
agalvan@ativocapital.com
312.263.7600
|
Becker Capital Mgt Inc. | Becker Large Cap Value | Equity |
Andy Murray
amurray@beckercap.com |
Brown Advisory LLC | Large Cap Growth | Equity |
Christopher Hourihan
chourihan@brownadvisory.com |
Brown Advisory LLC | Large-Cap Sustainable Growth | Equity |
Christopher Hourihan
chourihan@brownadvisory.com |
Brown Advisory LLC | Flexible Equity | Equity |
Christopher Hourihan
chourihan@brownadvisory.com |
Broyhill Asset Management, LLC | Broyhill Equity | Equity, ADR |
Kyle Minges
kyle@broyhillasset.com
252-903-3503
|
C.S. McKee | Large Cap Core | Equity |
Robert Rossi
rrossi@csmckee.com
412-849-1246
|
Capital Group | International Equity SMA | Equity |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | International Growth SMA | Equity |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | US Growth SMA | Equity |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | US Income & Growth SMA | Equity |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | US Core SMA | Equity |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | US Equity SMA | Equity |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | US Conservative Growth & Income SMA | Equity |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | Global Equity SMA | Equity |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | Global Growth SMA | Equity |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | World Dividend Growers SMA | Equity |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | American Funds Growth Model Portfolio | Asset Allocation, Mutual Funds |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | American Funds Growth and Income Model Portfolio | Asset Allocation, Mutual Funds |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | American Funds Tax-Aware Conservative Income Model Portfolio | Asset Allocation, Mutual Funds |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | American Funds Tax-Aware Growth and Income Model Portfolio | Asset Allocation, Mutual Funds |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | Capital Group Active-Passive Growth and Income Model Portfolio | Asset Allocation, ETF |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | Capital Group Active-Passive Growth Model Portfolio | Asset Allocation, ETF |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | Capital Group Active-Passive Tax-Aware Conservative Income Model Portfolio | Asset Allocation, ETF |
Capital Research and Management Company
capitalgroup@seic.com |
Capital Group | Capital Group Active-Passive Tax-Aware Growth and Income Model Portfolio | Asset Allocation, ETF |
Capital Research and Management Company
capitalgroup@seic.com |
Causeway Capital Management | Model International Value ADR Model | Equity, ADR |
Danny O’Donnell
odonnell@causewaycap.com
(310) 231-6169
|
Cedargold | Austrian Economics ESG | Equity, ESG |
Richard Bonugli
richard.bonugli@cedarportfolio.com
(416) 786-5507
|
Chickasaw Capital Management, LLC | Midstream Energy Infrastructure (including MLPs) | Equity |
Drew Lapsley
DLapsley@chickasawcap.com
(901) 537-1866
|
Chilton Capital Management | Chilton Capital REIT Strategy | Equity |
Chris St Paul
cstpaul@chiltoncapital.com
(713)-243-3225
|
Chilton Capital Management | Chilton Capital Strategic Equity | Equity |
Chris St Paul
cstpaul@chiltoncapital.com
(713)-243-3225
|
Chilton Capital Management | Chilton Capital High Conviction Equity | Equity |
Chris St Paul
cstpaul@chiltoncapital.com
(713)-243-3225
|
ClearBridge Advisors, LLC | All Cap Growth Portfolios | Equity |
Daniel Ruggiero
Daniel.Ruggiero@franklintempleton.com
(212) 805-6007
|
ClearBridge Advisors, LLC | All Cap Value Portfolios | Equity |
Daniel Ruggiero
Daniel.Ruggiero@franklintempleton.com
(212) 805-6007
|
ClearBridge Advisors, LLC | Appreciation Portfolios | Equity |
Daniel Ruggiero
Daniel.Ruggiero@franklintempleton.com
(212) 805-6007
|
ClearBridge Advisors, LLC | Dividend Strategy Portfolios | Equity |
Daniel Ruggiero
Daniel.Ruggiero@franklintempleton.com
(212) 805-6007
|
ClearBridge Advisors, LLC | Large Cap Growth Portfolios | Equity |
Daniel Ruggiero
Daniel.Ruggiero@franklintempleton.com
(212) 805-6007
|
ClearBridge Advisors, LLC | Large Cap Value Portfolios | Equity |
Daniel Ruggiero
Daniel.Ruggiero@franklintempleton.com
(212) 805-6007
|
ClearBridge Advisors, LLC | Multi-Cap Growth Portfolios | Equity |
Daniel Ruggiero
Daniel.Ruggiero@franklintempleton.com
(212) 805-6007
|
ClearBridge Advisors, LLC | Opportunity Portfolios | Equity |
Daniel Ruggiero
Daniel.Ruggiero@franklintempleton.com
(212) 805-6007
|
ClearBridge Advisors, LLC | SAI Large Cap Growth Portfolios | Equity |
Daniel Ruggiero
Daniel.Ruggiero@franklintempleton.com
(212) 805-6007
|
Coho Partners, Ltd | Relative Value ESG | Equity, ESG |
Wayne LeSage, Jr., CFA
wlesage@cohopartners.com
610-981-4430
|
Coho Partners, Ltd | Relative Value Equity | Equity |
Wayne LeSage, Jr., CFA
wlesage@cohopartners.com
610-981-4430
|
Congress Asset Management | Large Cap Growth | Equity |
Tony Pacheco
tpacheco@congressasset.com
(774) 239-8757
|
Congress Asset Management | SMID Growth | Equity |
Tony Pacheco
tpacheco@congressasset.com
(774) 239-8757
|
Congress Asset Management | Small Cap Growth | Equity |
Tony Pacheco
tpacheco@congressasset.com
(774) 239-8757
|
Congress Asset Management | Large Cap Balanced | Equity |
Tony Pacheco
tpacheco@congressasset.com
(774) 239-8757
|
Congress Asset Management | Mid Cap Growth | Equity |
Tony Pacheco
tpacheco@congressasset.com
(774) 239-8757
|
CQL Capital Management LLC | CQL Small Cap Value | Equity |
Daniel J. Cross
dancross@cqlcap.com
(617) 429-6340
|
CQL Capital Management LLC | CQL Small Cap Core | Equity |
Daniel J. Cross
dancross@cqlcap.com
(617) 429-6340
|
Dana Investment Advisors | Large Cap Equity | Equity |
John Mueller
JohnM@danainvestment.com |
Dana Investment Advisors | Domestic Large Cap Growth | Equity |
John Mueller
JohnM@danainvestment.com |
Dana Investment Advisors | Domestic Large Cap Value | Equity |
John Mueller
JohnM@danainvestment.com |
Dana Investment Advisors | Small Cap Equity | Equity |
John Mueller
JohnM@danainvestment.com |
Dana Investment Advisors | Social ESG Equity | Equity, All Cap, ESG |
John Mueller
JohnM@danainvestment.com |
Eagle Asset Management | Eagle International ADR Strategy | Equity, ADR |
Dana Cunningham
Dana.Cunningham@carillontower.com |
Eagle Asset Management | Eagle Equity Income Strategy | Equity |
Dana Cunningham
Dana.Cunningham@carillontower.com |
Eagle Asset Management | Eagle Large Cap Core Strategy | Equity |
Dana Cunningham
Dana.Cunningham@carillontower.com |
Eagle Asset Management | Eagle Large Cap Growth Strategy | Equity |
Dana Cunningham
Dana.Cunningham@carillontower.com |
Eagle Asset Management | Eagle SMID Cap Strategy | Equity |
Dana Cunningham
Dana.Cunningham@carillontower.com |
ETF Global | Aggressive Global Growth | Asset Allocation, ETF |
Trammel M. Robinson
trobinson@etfg.com
(212) 223-3834
|
ETF Global | Moderate Global Allocation | Asset Allocation, ETF |
Trammel M. Robinson
trobinson@etfg.com
(212) 223-3834
|
ETF Global | Balanced Global Growth & Income | Asset Allocation, ETF |
Trammel M. Robinson
trobinson@etfg.com
(212) 223-3834
|
ETF Global | Conservative Global Income | Asset Allocation, ETF |
Trammel M. Robinson
trobinson@etfg.com
(212) 223-3834
|
Federated Hermes | Domestic Equity Strategic Value Dividend | Equity |
Diane Robinson, SVP
Diane.Robinson@federatedHermes.com
215-498-5224
|
Federated Hermes | International Equity Strategic Value Dividend | Equity, ADR |
Diane Robinson, SVP
Diane.Robinson@federatedHermes.com
215-498-5224
|
First Trust Direct Indexing L.P. | US Large Cap Catholic Values | Equity |
Gerald Moore
gmoore@ftdirectindexing.com
(617) 752-6010
|
First Trust Direct Indexing L.P. | US Small & Mid Cap Catholic Values | Equity |
Gerald Moore
gmoore@ftdirectindexing.com
(617) 752-6010
|
First Trust Direct Indexing L.P. | International Developed Markets Catholic Values | Equity |
Gerald Moore
gmoore@ftdirectindexing.com
(617) 752-6010
|
FolioBeyond | Fixed Income Optimized for Yield and Total Return | Asset Allocation, Bond, ETF |
Yung Lim
ylim@foliobeyond.com
917-892-9075
|
Fred Alger Management, LLC | Alger Weatherbie Select 15 | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger Weatherbie Specialized Growth | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger Small Cap Growth | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger Small Cap Focus | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger Mid Cap Focus | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger Mid Cap Growth | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger Weatherbie Enduring Growth | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger Focus Equity | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger 35 | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger International Focus | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Glenmede Investment Mgt | Small Cap Core | Equity |
Jason Laird
jason.laird@glenmede.com
215-419-6662
|
Glenmede Investment Mgt | Large Cap Core | Equity |
Jason Laird
jason.laird@glenmede.com
215-419-6662
|
Glenmede Investment Mgt | Large Cap Growth | Equity |
Jason Laird
jason.laird@glenmede.com
215-419-6662
|
Glenmede Investment Mgt | Responsible ESG | Equity, ESG |
Jason Laird
jason.laird@glenmede.com
215-419-6662
|
Glenmede Investment Mgt | Women in Leadership | Equity, ESG |
Jason Laird
jason.laird@glenmede.com
215-419-6662
|
Glenmede Investment Mgt | Equity Income | Equity |
Jason Laird
jason.laird@glenmede.com
215-419-6662
|
Glenmede Investment Mgt | Strategic Equity | Equity |
Jason Laird
jason.laird@glenmede.com
215-419-6662
|
Great Lakes Advisors | Great Lakes Small/Mid Cap Core (SMID) | Equity |
Great Lakes Team
sma@greatlakesadvisors.com |
Great Lakes Advisors | Great Lakes Large Cap Value Equity | Equity |
Great Lakes Team
sma@greatlakesadvisors.com |
Great Lakes Advisors | Great Lakes Disciplined Equity (DE) SMidCap | Equity |
Great Lakes Team
sma@greatlakesadvisors.com |
Guardian Capital, LP | Fundamental Global Equity | Equity, ADR |
Nathan Rhees
nrhees@altacapital.com
801-274-6010
|
Ironwood Investment Mgt | VIP Small Cap Value | Equity |
Shantelle Reidy
sreidy@ironwoodfunds.com
617-757-7630
|
Ironwood Investment Mgt | Small Cap Core | Equity |
Shantelle Reidy
sreidy@ironwoodfunds.com
617-757-7630
|
Kensington Asset Management | Managed Income | Asset Allocation, ETF |
Kensington Team
Info@KensingtonAssetManagement.com
877-891-1222
|
Kensington Asset Management | Dynamic Growth | Asset Allocation, ETF |
Kensington Team
Info@KensingtonAssetManagement.com
877-891-1222
|
Kensington Asset Management | Active Advantage Strategy | Asset Allocation, ETF |
Kensington Team
Info@KensingtonAssetManagement.com
877-891-1222
|
Kensington Asset Management | Defender Strategy | Asset Allocation, ETF |
Kensington Team
Info@KensingtonAssetManagement.com
877-891-1222
|
MainStreet Investment Advisors, LLC | Large Cap Blend | Equity |
Alex Urbani
aurbani@maistreetadv.com
312-223-0270
|
MainStreet Investment Advisors, LLC | Dividend Income | Equity |
Alex Urbani
aurbani@maistreetadv.com
312-223-0271
|
MainStreet Investment Advisors, LLC | AllCap | Equity |
Alex Urbani
aurbani@maistreetadv.com
312-223-0272
|
Melius Investments | Christian Values | Equity, ESG |
Mark Merritt
markm@meliusinvestments.com |
Melius Investments | High Dividend Yield | Equity |
Mark Merritt
markm@meliusinvestments.com |
Melius Investments | Islamic Values | Equity, ESG |
Mark Merritt
markm@meliusinvestments.com |
Melius Investments | Small Cap Blend | Equity |
Mark Merritt
markm@meliusinvestments.com |
Melius Investments | Sector Disruptor | Equity |
Mark Merritt
markm@meliusinvestments.com |
Melius Investments | Traditional ESG | Equity, ESG |
Mark Merritt
markm@meliusinvestments.com |
Melius Investments | Pegassets Large Cap ESG | Equity, ESG |
Mark Merritt
markm@meliusinvestments.com |
Melius Investments | Pegassets Positive Earnings | Equity |
Mark Merritt
markm@meliusinvestments.com |
Morningstar Research Services LLC | Morningstar Medalist Core Portfolios | Asset Allocation, ETF |
Dave Goes
dave.goes@morningstar.com |
Morningstar, Inc. | Morningstar® Target Allocation Indexes℠ | Asset Allocation, ETF |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Large Cap Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Mid Cap Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Small Cap Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Dividend Valuation Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Sustainability Dividend Yield Focus Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US High Dividend Yield Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Dividend Enhanced Select Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® Wide Moat Focus Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Sustainability Moat Focus Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® Global ADR Moat Composite Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® Global Markets ADR Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Large Cap 70 Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Small-Mid Cap 150 Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Quality Factor Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
NextFolio, LLC | NextFolio Pos Earnings Large Cap | Equity |
Jeff Seiple
jeff@nextfolio.net
310-902-7335
|
NextFolio, LLC | NextFolio Small Cap 1 | Equity |
Jeff Seiple
jeff@nextfolio.net
310-902-7335
|
Ninety One North America | Ninety One Global Franchise | Asset Allocation, ETF |
Steven Nigro
steven.nigro@ninetyone.com
917-206-5165
|
Ninety One North America | Ninety One International Franchise | Asset Allocation, ETF |
Steven Nigro
steven.nigro@ninetyone.com
917-206-5165
|
Old West Investment Management, LLC | Old West All Cap Opportunity | Equity |
Joseph Boskovich, Jr.
BoskovichJr@oldwestim.com
213-943-1740
|
Old West Investment Management, LLC | Old West Small Cap | Equity |
Joseph Boskovich, Jr.
BoskovichJr@oldwestim.com
213-943-1740
|
One 6 Research | Police & Public Safety Index | Equity |
Michael Hardiman
michael@one6research.com
(+61) 401-610-626
|
Principal Global Investors | Principal Aligned Blue Chip Equity | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal Edge Concentrated MidCap Equity | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal Edge Equity Income | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal Edge Small MidCap Dividend Income | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal International Opportunities ADR Equity | Equity, ADR |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal Large Cap Core Index | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal Low Volatility Core – Large Cap | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal MidCap Equity | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal Quality Core – All Cap | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal Quality Core – Large Cap | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal Quality Growth – All Cap | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal Quality Growth – Large Cap | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal Quality Income – Large Cap | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal U.S. Small Cap Select Equity | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Spectrum Preferred Securities SMA | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Spectrum Preferred Securities Tax Advantaged SMA | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal Core ETF | Asset Allocation, ETF |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal Core Multi-Manager | Asset Allocation, MF and ETF |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal Core with Alts Multi-Manager | Asset Allocation, MF and ETF |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal Growth and Income Multi-Manager | Asset Allocation, MF and ETF |
Owais Rana
212-603-3611
|
Sapphire Star Capital | Sapphire Star Small Cap | Equity |
Meghan Chicoine
mnchicoine@sapphirestarcapital.com
425-576-4083
|
Sapphire Star Capital | Sapphire Star Mid Cap | Equity |
Meghan Chicoine
mnchicoine@sapphirestarcapital.com
425-576-4083
|
Shaker Investments | Small Cap Growth | Equity |
Ashley Arsena
ashley@shakerinvest.com
216-292-2950
|
Shaker Investments | Fundamental Growth | Equity |
Ashley Arsena
ashley@shakerinvest.com
216-292-2950
|
SKBA Capital Management | Value Plus | Equity |
Brian Forth
forth@skba.com
800.969.7852
|
SKBA Capital Management | Socially Responsible Value | Equity, ESG |
Brian Forth
forth@skba.com
800-969-7852
|
Smartleaf Asset Mgt (SAM) | Smartleaf Large Cap Model 70 (SLMLCC70) | Equity |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smartleaf Large Cap Model 150 (SLMLCC150) | Equity |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smartleaf Large Cap Model 300 (SLMLDCC300) | Equity |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smarteaf Large Cap Growth Model 150 (SLMLCG150) | Equity |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smartleaf Large Cap Value Model 150 (SLMLCV150) | Equity |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smartleaf Large Cap Catholic Values Model 150 (SLMLCCA150) | Equity, ESG |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smartleaf Mid Cap Model 125 (SLMDMCC125) | Equity |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smartleaf Mid Cap Growth Model 150 (SLMMCG150) | Equity |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smartleaf Mid Cap Value Model 150 (SLMMCV150) | Equity |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smarteaf Mid Cap Catholic Model 150 (SLMMCCA150) | Equity, ESG |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smartleaf SMID Cap Model 200 (SLMSMIDC200) | Equity |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smartleaf All Cap Model 200 (SLMACC200) | Equity |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smartleaf International ADR Model 200 (SLMCADR200) | Equity, ADR |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smartleaf Large Cap Income Model (SLMLCI125) | Equity |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smartleaf Russell 1000 Core Model (SLMR1C300) | Equity |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smartleaf Russell 2000 Core Model (SLMR2C400) | Equity |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
Smartleaf Asset Mgt (SAM) | Smartleaf Russell 3000 Core Model (SLMR3C400) | Equity |
Bob Leaper
bleaper@SmartleafAM.com
617-453-0074
|
State Street Global Advisors (SSGA) | Strategic Asset Allocation ETF Model Portfolio: Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Strategic Asset Allocation ETF Model Portfolio: Moderate Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Strategic Asset Allocation ETF Model Portfolio: Moderate Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Strategic Asset Allocation ETF Model Portfolio: Moderate Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Strategic Asset Allocation ETF Model Portfolio: Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Strategic Asset Allocation ETF Model Portfolio: Maximum Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio: Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio: Moderate Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio: Moderate Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio: Moderate Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio: Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Active Asset Allocation ETF Model Portfolio: Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Active Asset Allocation ETF Model Portfolio: Moderate Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Active Asset Allocation ETF Model Portfolio: Moderate Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Active Asset Allocation ETF Model Portfolio: Moderate Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Active Asset Allocation ETF Model Portfolio: Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Active Asset Allocation ETF Model Portfolio: Maximum Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Income Allocation ETF Model Portfolio | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
Stewart Capital Advisors | All Cap Equity | Equity |
Troy Murray
troy.murray@stewartcap.com
412-471-4016
|
Stewart Capital Advisors | Large Cap Value | Equity |
Troy Murray
troy.murray@stewartcap.com
412-471-4016
|
Stewart Capital Advisors | Mid Cap Equity | Equity |
Troy Murray
troy.murray@stewartcap.com
412-471-4016
|
Sungarden Investment Publishing, LLC | Sungarden Core | Asset Allocation, ETF |
Rob Isbitts
rob@sungardeninvestment.com
954-336-8377
|
Sungarden Investment Publishing, LLC | Sungarden Growth | Asset Allocation, ETF |
Rob Isbitts
rob@sungardeninvestment.com
954-336-8377
|
Sungarden Investment Publishing, LLC | Sungarden Modern Income Portfolio | Asset Allocation, ETF |
Rob Isbitts
rob@sungardeninvestment.com
954-336-8377
|
Todd Asset Management | Todd International Intrinsic Value | Equity |
Chris Bennett
cbennett@toddasset.com
502-417-3042
|
Todd Asset Management | Todd Global Intrinsic Value Equity Income | Equity |
Chris Bennett
cbennett@toddasset.com
502-417-3042
|
Todd Asset Management | Todd Large Cap Intrinsic Value | Equity |
Chris Bennett
cbennett@toddasset.com
502-417-3042
|
Tributary Capital Management, LLC | Tributary Small Cap Equity | Equity |
Client Service Team
clientservices@tributarycapital.com
402-602-7200
|
Tributary Capital Management, LLC | Tributary Small/Mid Cap Equity | Equity |
Client Service Team
clientservices@tributarycapital.com
402-602-7200
|
Tuttle Capital Management | Shareholder's First Index | Equity |
Matthew Tuttle
mtuttle@tuttlecap.com
347-852-0548
|
Viking Harbour Investment Solutions | US Evolution Strategy | Asset Allocation, ETF |
Scott Douglass
sdouglass@vikingharbour.com
203.984.3119
|
Wedgewood Partners | Large Cap Focus Growth | Equity |
Steve Kaufmann
skaufmann@wedgewood.com
314-567-6407
|
Winslow Capital | Large Cap Growth | Equity |
Barry Peters
bpeters@winscap.com
(612) 376-9139
|
WisdomTree Investments | Aggressive Allocation | Asset Allocation, ETF |
Justin Hagner
jhagner@wisdomtree.com |
WisdomTree Investments | Conservative Allocation | Asset Allocation, ETF |
Justin Hagner
jhagner@wisdomtree.com |
WisdomTree Investments | Moderate Allocation | Asset Allocation, ETF |
Justin Hagner
jhagner@wisdomtree.com |
WisdomTree Investments | Equity Portfolio | Asset Allocation, ETF |
Justin Hagner
jhagner@wisdomtree.com |
WisdomTree Investments | Disruptive Growth Portfolio | Asset Allocation, ETF |
Justin Hagner
jhagner@wisdomtree.com |
WisdomTree Investments | Moderately Aggressive Endowment Model Portfolio | Asset Allocation, ETF |
Justin Hagner
jhagner@wisdomtree.com |
WisdomTree Investments | Fixed Income Portfolio | Asset Allocation, ETF |
Justin Hagner
jhagner@wisdomtree.com |
WisdomTree Investments | Global Dividend Portfolio | Asset Allocation, ETF |
Justin Hagner
jhagner@wisdomtree.com |
WisdomTree Investments | U.S. Large Cap Dividend Index | Equity |
Justin Hagner
jhagner@wisdomtree.com |
WisdomTree Investments | Siegel-WisdomTree Longevity Model Portfolio | Asset Allocation, ETF |
Justin Hagner
jhagner@wisdomtree.com |
WisdomTree Investments | Siegel-WisdomTree Global Equity Model Portfolio | Asset Allocation, ETF |
Justin Hagner
jhagner@wisdomtree.com |
Woodward Investment Management | Woodward Small Companies (Small Cap Equity) | Equity |
Anisa Perez
anisa@woodwardim.com
346-320-3176
|
Wright Investor's Service, Inc | Wright Dividend Income | Equity |
Amit Khandwala
AKhandwala@wisi.com
203-783-4250
|
Wright Investor's Service, Inc | Wright Large Core | Equity |
Amit Khandwala
AKhandwala@wisi.com
203-783-4250
|
Zacks Investment Management | Zacks Dividend | Equity |
James Fives
jfives@zacks.com
312-265-9171
|
Zacks Investment Management | Zacks All Cap Core | Equity |
James Fives
jfives@zacks.com
312-265-9171
|
Zacks Investment Management | Zacks Small Cap Core | Equity |
James Fives
jfives@zacks.com
312-265-9171
|
Zacks Investment Management | Zacks Mid Cap Core | Equity |
James Fives
jfives@zacks.com
312-265-9171
|
Zacks Investment Management | Zacks Focus Growth | Equity |
James Fives
jfives@zacks.com
312-265-9171
|
Zacks Investment Management | Zacks ETF | Asset Allocation, ETF |
James Fives
jfives@zacks.com
312-265-9171
|
Zacks Investment Management | Zacks Custom Asset Management Services | Equity |
James Fives
jfives@zacks.com
312-265-9171
|