Smartleaf offers its clients access to third party investment models and strategies via our open-architecture Model Distribution Service. Smartleaf will work with the provider to onboard and update the models for use by our clients directly within the Smartleaf application. Smartleaf handles the billing based on the model providers fee structure, streamlining the process for both Smartleaf 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 Smartleaf clients. Smartleaf does not provide due diligence or confirm suitability for any of the model providers.

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FirmModelTypeContact
Alpha Vee Risk Managed Allocation - Top 5 Sector & Treasury Bonds Index Asset Allocation, Equity Core, ETF Leigh Eichel leigh@alphavee.com
Alpha Vee Core Allocation Top 5 Sector ETFs & Treasury Asset Allocation, ETF Leigh Eichel leigh@alphavee.com
Alpha Vee Core High Quality Yield Equity Core Leigh Eichel leigh@alphavee.com
Alpha Vee Large Cap Div 100 Equity Core Leigh Eichel leigh@alphavee.com
Alpha Vee Large Cap 100 Equity Core Leigh Eichel leigh@alphavee.com
Alpha Vee Green Transportation Index Equity Core, ESG Leigh Eichel leigh@alphavee.com
Alpha Vee Mid Cap 100 Equity Core Leigh Eichel leigh@alphavee.com
Becker Capital Mgt Inc. Becker Large Cap Value Equity Core Andy Murray amurray@beckercap.com
Brown Advisory LLC Equity Income Equity Core Christopher Hourihan chourihan@brownadvisory.com
Brown Advisory LLC Large Cap Growth Equity Core Christopher Hourihan chourihan@brownadvisory.com
Cambiar Investors Cambiar International ADR ADR Core Len Keating lkeating@cambiar.com
303-302-9048
Coho Partners, Ltd Relative Value ESG Equity Core, ESG Wayne LeSage, Jr., CFA wlesage@cohopartners.com
610-981-4430
Coho Partners, Ltd Relative Value Equity Equity Core Wayne LeSage, Jr., CFA wlesage@cohopartners.com
610-981-4430
Dana Investment Advisors Large Cap Equity Equity Core John Mueller JohnM@danainvestment.com
Dana Investment Advisors Domestic Large Cap Growth Equity Core John Mueller JohnM@danainvestment.com
Dana Investment Advisors Domestic Large Cap Value Equity Core John Mueller JohnM@danainvestment.com
Dana Investment Advisors Small Cap Equity Equity Core John Mueller JohnM@danainvestment.com
Dana Investment Advisors Social ESG Equity Equity Core, All Cap, ESG John Mueller JohnM@danainvestment.com
Eagle Asset Management Eagle Equity Income Strategy Equity Core Dana Cunningham Dana.Cunningham@carillontower.com
Eagle Asset Management Eagle International ADR Strategy ADR Core Dana Cunningham Dana.Cunningham@carillontower.com
Eagle Asset Management Eagle Large Cap Core Strategy Equity Core Dana Cunningham Dana.Cunningham@carillontower.com
Eagle Asset Management Eagle Large Cap Growth Strategy Equity Core Dana Cunningham Dana.Cunningham@carillontower.com
Eagle Asset Management Eagle SMID Cap Strategy Equity Core Dana Cunningham Dana.Cunningham@carillontower.com
Federated Hermes Domestic Equity Strategic Value Dividend Equity Core Diane Robinson, SVP Diane.Robinson@federatedHermes.com
215-498-5224
Federated Hermes International Equity Strategic Value Dividend Equity Core Diane Robinson, SVP Diane.Robinson@federatedHermes.com
215-498-5224
Great Lakes Advisors Great Lakes Small/Mid Cap Core (SMID) Equity Core Great Lakes Team sma@greatlakesadvisors.com
Great Lakes Advisors Great Lakes Large Cap Value Equity Equity Core Great Lakes Team sma@greatlakesadvisors.com
Great Lakes Advisors Great Lakes Disciplined Equity (DE) SMidCap Equity Core Great Lakes Team sma@greatlakesadvisors.com
IDX Insights International ADR ADR Core Andrew Swan andrew@idxadvisors.com
IDX Insights International ADR 125 Stock Market Cap ADR Core Andrew Swan andrew@idxadvisors.com
IDX Insights Small/Mid Cap 125 Stock Index (SMID) Equity Core Andrew Swan andrew@idxadvisors.com
IDX Insights Quality International ADR ADR Core Andrew Swan andrew@idxadvisors.com
Melius Investments Christian Values Equity Core, ESG Mark Merritt markm@meliusinvestments.com
Melius Investments Fundamental Factors Equity Core Mark Merritt markm@meliusinvestments.com
Melius Investments High Dividend Yield Equity Core Mark Merritt markm@meliusinvestments.com
Melius Investments Islamic Values Equity Core, ESG Mark Merritt markm@meliusinvestments.com
Melius Investments Small Cap Blend Equity Core Mark Merritt markm@meliusinvestments.com
Melius Investments Sector Disruptor Equity Core Mark Merritt markm@meliusinvestments.com
Melius Investments Traditional ESG Equity Core, ESG Mark Merritt markm@meliusinvestments.com
Melius Investments Pegassets Fundamental Factors Equity Core Mark Merritt markm@meliusinvestments.com
Melius Investments Pegassets Large Cap Blend Equity Core Mark Merritt markm@meliusinvestments.com
Melius Investments Pegassets Large Cap ESG Equity Core, ESG Mark Merritt markm@meliusinvestments.com
Melius Investments Pegassets Positive Earnings Equity Core Mark Merritt markm@meliusinvestments.com
Miller/Howard Investments Income Equity Ex-Carbon Energy - ESG Equity Core, All Cap, ESG Miller/Howard Team
845-679-9166
Miller/Howard Investments Income Equity (No MLPs) - ESG Equity Core, All Cap, ESG Miller/Howard Team
845-679-9166
Miller/Howard Investments Utilities Plus Equity Core Miller/Howard Team
845-679-9166
Miller/Howard Investments Infrastructure - ESG Equity Core, ESG Miller/Howard Team
845-679-9166
Pearl Impact Capital Global Equity ESG Opportunities Equity Core, ADR Core, ESG Mike Miller Mike@pearlimpact.com
Pearl Impact Capital International Equity ESG Opportunities Equity Core, ADR Core, ESG Mike Miller Mike@pearlimpact.com
Pearl Impact Capital US Equity ESG Opportunities Equity Core, ESG Mike Miller Mike@pearlimpact.com
Pearl Impact Capital Custom ESG Model Creation Equity Core, ESG Mike Miller Mike@pearlimpact.com
Renaissance Investment Mgt Emerging Markets ADR Core Mary Meiners mcm@reninv.com
Renaissance Investment Mgt International ADR ADR Core Mary Meiners mcm@reninv.com
Renaissance Investment Mgt International Small Cap ADR Core Mary Meiners mcm@reninv.com
Renaissance Investment Mgt International Equity Large Cap Growth Equity Core Mary Meiners mcm@reninv.com
Russell Investments Conservative Model Strategy Asset Allocation, Mutual Funds Russell Investments Team
Russell Investments Moderate Model Strategy Asset Allocation, Mutual Funds Russell Investments Team
Russell Investments Balanced Model Strategy Asset Allocation, Mutual Funds Russell Investments Team
Russell Investments Growth Model Strategy Asset Allocation, Mutual Funds Russell Investments Team
Russell Investments Equity Growth Model Strategy Asset Allocation, Mutual Funds Russell Investments Team
Russell Investments Tax-Managed Conservative Model Strategy Asset Allocation, Mutual Funds Russell Investments Team
Russell Investments Tax-Managed Moderate Growth Model Strategy Asset Allocation, Mutual Funds Russell Investments Team
Russell Investments Tax-Managed Balanced Model Strategy Asset Allocation, Mutual Funds Russell Investments Team
Russell Investments Tax-Managed Growth Model Strategy Asset Allocation, Mutual Funds Russell Investments Team
Russell Investments Tax-Managed Equity Growth Model Strategy Asset Allocation, Mutual Funds Russell Investments Team
Smartleaf Asset Mgt SAM - S70 Equity Core Bob Leaper bleaper@SmartleafAM.com
Smartleaf Asset Mgt SAM - S150 Equity Core Bob Leaper bleaper@SmartleafAM.com
Stringer Asset Mg Global Growth Portfolio Asset Allocation, ETF Jonathan Bernstein jonathan.bernstein@stringeram.com
(281) 829-7009
Stringer Asset Mg Global Moderate Growth Portfolio Asset Allocation, ETF Jonathan Bernstein jonathan.bernstein@stringeram.com
(281) 829-7009
Stringer Asset Mg Global Conservative Growth Portfolio Asset Allocation, ETF Jonathan Bernstein jonathan.bernstein@stringeram.com
(281) 829-7009
Stringer Asset Mg Global Income with Growth Asset Allocation, ETF Jonathan Bernstein jonathan.bernstein@stringeram.com
(281) 829-7009
Stringer Asset Mg Global Income Portfolio Asset Allocation, ETF Jonathan Bernstein jonathan.bernstein@stringeram.com
(281) 829-7009
T. Rowe Price Associates, Inc. T. Rowe Price International Core Equity SMA ADR, Equity Core advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price U.S. Growth Stock SMA Equity Core advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price U.S. Large-Cap Core Equity SMA Equity Core advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price U.S. Select Value Equity SMA Equity Core advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price U.S. Value Equity SMA Equity Core advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price U.S. Dividend Growth Equity SMA Equity Core advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price U.S. Blue Chip Growth Equity SMA Equity Core advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price U.S. Risk Managed Dynamic Allocation SMA Equity Core advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price Target Allocation 10/90 Model Asset Allocation, ETF advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price Target Allocation 20/80 Model Asset Allocation, ETF advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price Target Allocation 40/60 Model Asset Allocation, ETF advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price Target Allocation 60/40 Model Asset Allocation, ETF advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price Target Allocation 70/30 Model Asset Allocation, ETF advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price Target Allocation 80/20 Model Asset Allocation, ETF advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price arget Allocation 100 Equity Model Asset Allocation, ETF advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price Target Allocation 100 Fixed Income Model Asset Allocation, ETF advisorservices@troweprice.com
Wedgewood Partners Large Cap Focused Growth Equity Core Emily D'Agostino edagostino@wedgewood-partners.com