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.

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FirmModelTypeContact
Advisors Capital Management Equity Michael Lieberman michael@advisorscenter.com
201-447-3400
Alpha Vee Risk Managed Top 5 Sector Equities & Treasury Bonds Asset Allocation, Equity, ETF Leigh Eichel leigh@alphavee.com
617-212-8691
Alpha Vee Risk Managed Top 5 Sector ETFs & Treasuries Asset Allocation, 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
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
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 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
Becker Capital Mgt Inc. Becker Large Cap Value Equity Andy Murray amurray@beckercap.com
Brown Advisory LLC Equity Income Equity Christopher Hourihan chourihan@brownadvisory.com
Brown Advisory LLC Large Cap Growth Equity Christopher Hourihan chourihan@brownadvisory.com
Brown Advisory LLC Flexible Equity Equity Christopher Hourihan chourihan@brownadvisory.com
C.S. McKee Large Cap Core Equity
Cedargold Austrian Economics ESG ESG Richard Bonugli richard.bonugli@cedarportfolio.com
(416) 786-5507
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 Asset Allocation 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 Core Equity, ESG 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 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 James E. Budd jbudd@etfg.com
(212) 223-3834
ETF Global Moderate Global Allocation Asset Allocation, ETF James E. Budd jbudd@etfg.com
(212) 223-3834
ETF Global Balanced Global Growth & Income Asset Allocation, ETF James E. Budd jbudd@etfg.com
(212) 223-3834
ETF Global Conservative Global Income Asset Allocation, ETF James E. Budd jbudd@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 ADR Diane Robinson, SVP Diane.Robinson@federatedHermes.com
215-498-5224
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 Jeffrey Coron jeffrey.coron@glenmede.com
215-419-6627
Glenmede Investment Mgt Large Cap Core Equity Jeffrey Coron jeffrey.coron@glenmede.com
215-419-6627
Glenmede Investment Mgt Large Cap Growth Equity Jeffrey Coron jeffrey.coron@glenmede.com
215-419-6627
Glenmede Investment Mgt Responsible ESG ESG Jeffrey Coron jeffrey.coron@glenmede.com
215-419-6627
Glenmede Investment Mgt Women in Leadership ESG Jeffrey Coron jeffrey.coron@glenmede.com
215-419-6627
Glenmede Investment Mgt Equity Income Equity Jeffrey Coron jeffrey.coron@glenmede.com
215-419-6627
Glenmede Investment Mgt Strategic Equity Equity Jeffrey Coron jeffrey.coron@glenmede.com
215-419-6627
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
Ironwood Investment Mgt VIP Small Cap Value Equity Paul LeBlanc pleblanc@ironwoodfunds.com
617-757-7624
Ironwood Investment Mgt Small Cap Core Equity Paul LeBlanc pleblanc@ironwoodfunds.com
617-757-7624
Kensington Asset Management Managed Income Bond Kensington Team Info@KensingtonAssetManagement.com
877-891-1222
Melius Investments Christian Values Equity, ESG Mark Merritt markm@meliusinvestments.com
Melius Investments Fundamental Factors Equity 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 Fundamental Factors Equity Mark Merritt markm@meliusinvestments.com
Melius Investments Pegassets Large Cap Blend Equity 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, Inc. Morningstar® Target Allocation Indexes℠ Asset Allocatioon 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® 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
Principal Global Investors Principal Aligned Blue Chip Equity Equity Mike Casciano casciano.mike@principal.com
484-764-2387
Principal Global Investors Principal Edge Equity Income Equity Mike Casciano casciano.mike@principal.com
484-764-2387
Principal Global Investors Principal MidCap Equity Equity Mike Casciano casciano.mike@principal.com
484-764-2387
Principal Global Investors Principal Edge Concentrated MidCap Equity Equity Mike Casciano casciano.mike@principal.com
484-764-2387
Principal Global Investors Principal Edge Small MidCap Dividend Income Equity Mike Casciano casciano.mike@principal.com
484-764-2387
Principal Global Investors Principal International Opportunities ADR Equity Equity, ADR Mike Casciano casciano.mike@principal.com
484-764-2387
Principal Global Investors Principal U.S. Small Cap Select Equity Equity Mike Casciano casciano.mike@principal.com
484-764-2387
Principal Global Investors Spectrum Preferred Securities SMA Equity Mike Casciano casciano.mike@principal.com
484-764-2387
Principal Global Investors Spectrum Preferred Securities Tax Advantaged SMA Equity Mike Casciano casciano.mike@principal.com
484-764-2387
Principal Global Investors Principal LargeCap Value Index Equity Mike Casciano casciano.mike@principal.com
484-764-2387
Principal Global Investors Principal Large Cap Core Index Equity Mike Casciano casciano.mike@principal.com
484-764-2387
Principal Global Investors Principal LargeCap Growth Index Equity Mike Casciano casciano.mike@principal.com
484-764-2387
Principal Global Investors Principal SMID Value Index Equity Mike Casciano casciano.mike@principal.com
484-764-2387
Principal Global Investors Principal SMID Core Index Equity Mike Casciano casciano.mike@principal.com
484-764-2387
Principal Global Investors Principal International ADR Index Equity, ADR Mike Casciano casciano.mike@principal.com
484-764-2387
Principal Global Investors Principal SMID Growth Index Equity Mike Casciano casciano.mike@principal.com
484-764-2387
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) SCM - S70 Large Cap Index Equity Bob Leaper bleaper@SmartleafAM.com
Smartleaf Asset Mgt (SAM) SCM - S150 Large Cap Index Equity Bob Leaper bleaper@SmartleafAM.com
Smartleaf Asset Mgt (SAM) SCM-S150-Large Cap Growth Index Equity Bob Leaper bleaper@SmartleafAM.com
Smartleaf Asset Mgt (SAM) SCM-S150-Large Cap Value Index Equity Bob Leaper bleaper@SmartleafAM.com
Smartleaf Asset Mgt (SAM) SCM-S125-Mid Cap Core Index Equity Bob Leaper bleaper@SmartleafAM.com
Smartleaf Asset Mgt (SAM) SCM-S150-Mid Cap Growth Index Equity Bob Leaper bleaper@SmartleafAM.com
Smartleaf Asset Mgt (SAM) SCM-S150-Mid Cap Value Index Equity Bob Leaper bleaper@SmartleafAM.com
Smartleaf Asset Mgt (SAM) SCM-S200-SMID Cap Core Index Equity Bob Leaper bleaper@SmartleafAM.com
Smartleaf Asset Mgt (SAM) SCM-S200-All Cap Core Index Equity Bob Leaper bleaper@SmartleafAM.com
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
Woodward Investment Management Woodward Small Companies (Small Cap Equity) Equity Anisa Perez anisa@woodwardim.com
346-320-3176
Zacks Investment Management Zacks Dividend Equity Danielle Dale ddale@zacks.com
312-265-9193
Zacks Investment Management Zacks All Cap Core Equity Danielle Dale ddale@zacks.com
312-265-9193
Zacks Investment Management Zacks Small Cap Core Equity Danielle Dale ddale@zacks.com
312-265-9193
Zacks Investment Management Zacks Mid Cap Core Equity Danielle Dale ddale@zacks.com
312-265-9193
Zacks Investment Management Zacks Focus Growth Equity Danielle Dale ddale@zacks.com
312-265-9193
Zacks Investment Management Zacks ETF Asset Allocation, ETF Danielle Dale ddale@zacks.com
312-265-9193
Zacks Investment Management Zacks Custom Asset Management Services Equity Danielle Dale ddale@zacks.com
312-265-9193