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:

FirmModelTypeContact
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