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Model Distribution Service

Smartleaf offers its clients access to third party investment models and strategies via our open-architecture Model Distribution Service (MDS). 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. More than a model hub, MDS is a true service. If a model provider is not currently on MDS, we’ll seek to add them. The model providers listed on our website have authorized us to do so, and there are additional models available to active Smartleaf clients. And fees for MDS are transparent. Smartleaf  passes through the model fees at cost plus a modest serving fee.

 

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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
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 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 International ADR Kelly O'Malley komalley@ativocapital.com
847-452-8848
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 Large-Cap Sustainable 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 Robert Rossi rrossi@csmckee.com
412-849-1246
Cambiar Investors Cambiar International ADR ADR Len Keating lkeating@cambiar.com
303-302-9048
Capital Group International Equity Equity Capital Research and Management Company capitalgroup@seic.com
Cedargold Austrian Economics ESG 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
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 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 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 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 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
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
Gaineswood Investment Mgt Small/Mid Cap (SMID) Equity Bill Baker baker@gaineswood.com
410-318-5022
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 ESG Jason Laird jason.laird@glenmede.com
215-419-6662
Glenmede Investment Mgt Women in Leadership 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 Global Equity Nathan Rhees nrhees@altacapital.com
801-274-6010
IDX Insights International ADR ADR Andrew Swan andrew@idxadvisors.com
IDX Insights International ADR 125 Stock Market Cap ADR Andrew Swan andrew@idxadvisors.com
IDX Insights IDX Large Capitalization Low Vol/Quality 75 Equity Andrew Swan andrew@idxadvisors.com
IDX Insights Small/Mid Cap 125 Stock Index (SMID) Equity Andrew Swan andrew@idxadvisors.com
IDX Insights Quality International ADR ADR Andrew Swan andrew@idxadvisors.com
Integrated Capital Mgt iCM Income Opportunities Asset Allocation Peter Seyler pseyler@icm-invest.com
570-344-0100
Integrated Capital Mgt TICE Alpha Opportunities - 35/65 Asset Allocation Peter Seyler pseyler@icm-invest.com
570-344-0100
Integrated Capital Mgt TICE Alpha Opportunities - 50/50 Asset Allocation Peter Seyler pseyler@icm-invest.com
570-344-0100
Integrated Capital Mgt TICE Alpha Opportunities - 60/40 Asset Allocation Peter Seyler pseyler@icm-invest.com
570-344-0100
Integrated Capital Mgt TICE Alpha Opportunities - 80/20 Asset Allocation Peter Seyler pseyler@icm-invest.com
570-344-0100
Integrated Capital Mgt Tactical Income Closed End (TICE) Asset Allocation Peter Seyler pseyler@icm-invest.com
570-344-0100
Integrated Capital Mgt iCM - Quantitative Innovations Capital Preservation ETF ETF Peter Seyler pseyler@icm-invest.com
570-344-0100
Integrated Capital Mgt iCM - Quantitative Innovations Income & Growth ETF ETF Peter Seyler pseyler@icm-invest.com
570-344-0100
Integrated Capital Mgt iCM - Quantitative Innovations Balanced ETF ETF Peter Seyler pseyler@icm-invest.com
570-344-0100
Integrated Capital Mgt iCM - Quantitative Innovations Dynamic Growth ETF ETF Peter Seyler pseyler@icm-invest.com
570-344-0100
Integrated Capital Mgt iCM - Quantitative Innovations Conservative Growth ETF ETF Peter Seyler pseyler@icm-invest.com
570-344-0100
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 Bond Kensington Team Info@KensingtonAssetManagement.com
877-891-1222
Kensington Asset Management Dynamic Growth Equity Kensington Team Info@KensingtonAssetManagement.com
877-891-1222
Kensington Asset Management Active Advantage Strategy Asset Allocation Kensington Team Info@KensingtonAssetManagement.com
877-891-1222
Kensington Asset Management Defender Strategy Asset Allocation Kensington Team Info@KensingtonAssetManagement.com
877-891-1222
KraneShares Dynamic Emerging Markets Strategy Asset Allocation, ETF Kyle McGrath
973-219-0304
KraneShares Opportunistic China Growth Strategy Asset Allocation, ETF Kyle McGrath
973-219-0304
KraneShares China Growth Strategy Asset Allocation, ETF Kyle McGrath
973-219-0305
KraneShares China Innovation Strategy Asset Allocation, ETF Kyle McGrath
973-219-0306
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
Miller/Howard Investments Income Equity Ex-Carbon Energy - ESG Equity, All Cap, ESG Miller/Howard Team
845-679-9166
Miller/Howard Investments Income Equity (No MLPs) - ESG Equity, All Cap, ESG Miller/Howard Team
845-679-9166
Miller/Howard Investments Utilities Plus Equity Miller/Howard Team
845-679-9166
Miller/Howard Investments Infrastructure - ESG Equity, ESG Miller/Howard Team
845-679-9166
Morningstar Research Services LLC Morningstar Medalist Core Portfolios Asset Allocatioon Dave Goes dave.goes@morningstar.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
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
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
Renaissance Investment Mgt Emerging Markets ADR Mary Meiners mcm@reninv.com
Renaissance Investment Mgt International ADR ADR Mary Meiners mcm@reninv.com
Renaissance Investment Mgt International Small Cap ADR Mary Meiners mcm@reninv.com
Renaissance Investment Mgt International Equity Large Cap Growth Equity Mary Meiners mcm@reninv.com
Riverbridge Partners All Cap Growth Equity Austin Cumblad austinc@riverbridge.com
612-904-6205
Riverbridge Partners Eco Leaders Equity, ESG Austin Cumblad austinc@riverbridge.com
612-904-6206
Riverbridge Partners Large Cap Growth Equity Austin Cumblad austinc@riverbridge.com
612-904-6207
Riverbridge Partners Small Cap Growth Equity Austin Cumblad austinc@riverbridge.com
612-904-6208
Riverbridge Partners Small/Mid Cap Growth (SMID) Equity Austin Cumblad austinc@riverbridge.com
612-904-6209
Russell Investments Conservative Model Strategy Asset Allocation, Mutual Funds Russell Investments Team Russell Investments Service Team
1-800-787-7354
Russell Investments Moderate Model Strategy Asset Allocation, Mutual Funds Russell Investments Team Russell Investments Service Team
1-800-787-7354
Russell Investments Balanced Model Strategy Asset Allocation, Mutual Funds Russell Investments Team Russell Investments Service Team
1-800-787-7354
Russell Investments Growth Model Strategy Asset Allocation, Mutual Funds Russell Investments Team Russell Investments Service Team
1-800-787-7354
Russell Investments Equity Growth Model Strategy Asset Allocation, Mutual Funds Russell Investments Team Russell Investments Service Team
1-800-787-7354
Russell Investments Tax-Managed Conservative Model Strategy Asset Allocation, Mutual Funds Russell Investments Team Russell Investments Service Team
1-800-787-7354
Russell Investments Tax-Managed Moderate Growth Model Strategy Asset Allocation, Mutual Funds Russell Investments Team Russell Investments Service Team
1-800-787-7354
Russell Investments Tax-Managed Balanced Model Strategy Asset Allocation, Mutual Funds Russell Investments Team Russell Investments Service Team
1-800-787-7354
Russell Investments Tax-Managed Growth Model Strategy Asset Allocation, Mutual Funds Russell Investments Team Russell Investments Service Team
1-800-787-7354
Russell Investments Tax-Managed Equity Growth Model Strategy Asset Allocation, Mutual Funds Russell Investments Team Russell Investments Service Team
1-800-787-7354
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
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
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
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
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
T. Rowe Price Associates, Inc. T. Rowe Price International Equity SMA ADR, Equity advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price U.S. Growth Stock SMA Equity advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price U.S. Large-Cap Equity SMA Equity advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price U.S. Select Value Equity SMA Equity advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price U.S. Value Equity SMA Equity advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price U.S. Dividend Growth Equity SMA Equity advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price U.S. Blue Chip Growth Equity SMA Equity advisorservices@troweprice.com
T. Rowe Price Associates, Inc. T. Rowe Price U.S. Risk Managed Dynamic Allocation SMA Equity 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 target 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
Todd Asset Management International Intrinsic Value Equity Chris Bennett CBENNETT@toddasset.com
502-417-3042
Todd Asset Management Global Intrinsic Value Equity Income Equity Chris Bennett CBENNETT@toddasset.com
502-417-3042
Todd Asset Management Large Cap Intrinsic Value Equity Chris Bennett CBENNETT@toddasset.com
502-417-3042
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
Tuttle Capital Management Shareholder's First Index Equity Matthew Tuttle mtuttle@tuttlecap.com
347-852-0548
Wedgewood Partners Large Cap Focus Growth Equity Steve Kaufmann skaufmann@wedgewood.com
314-567-6407
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