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, 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 Leigh Eichel leigh@alphavee.com
Alpha Vee Large Cap Div 100 Equity Leigh Eichel leigh@alphavee.com
Alpha Vee Large Cap 100 Equity Leigh Eichel leigh@alphavee.com
Alpha Vee Green Transportation Index Equity, ESG Leigh Eichel leigh@alphavee.com
Alpha Vee Mid Cap 100 Equity Leigh Eichel leigh@alphavee.com
Alpha Vee US Mega Cap Index Equity Leigh Eichel leigh@alphavee.com
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
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
Cambiar Investors Cambiar International ADR ADR Len Keating lkeating@cambiar.com
303-302-9048
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
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 Equity Income Strategy Equity Dana Cunningham Dana.Cunningham@carillontower.com
Eagle Asset Management Eagle International ADR Strategy ADR 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
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
Gaineswood Investment Mgt Small/Mid Cap (SMID) Equity Bill Baker baker@gaineswood.com
410-318-5022
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
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 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 Terry McMahon tmcmahon@icm-institutional.com
570-344-0100
Integrated Capital Mgt TICE Alpha Opportunities - 35/65 Asset Allocation Terry McMahon tmcmahon@icm-institutional.com
570-344-0100
Integrated Capital Mgt TICE Alpha Opportunities - 50/50 Asset Allocation Terry McMahon tmcmahon@icm-institutional.com
570-344-0100
Integrated Capital Mgt TICE Alpha Opportunities - 60/40 Asset Allocation Terry McMahon tmcmahon@icm-institutional.com
570-344-0100
Integrated Capital Mgt TICE Alpha Opportunities - 80/20 Asset Allocation Terry McMahon tmcmahon@icm-institutional.com
570-344-0100
Integrated Capital Mgt Tactical Income Closed End (TICE) Asset Allocation Terry McMahon tmcmahon@icm-institutional.com
570-344-0100
Integrated Capital Mgt iCM - Quantitative Innovations Capital Preservation ETF ETF Terry McMahon tmcmahon@icm-institutional.com
570-344-0100
Integrated Capital Mgt iCM - Quantitative Innovations Income & Growth ETF ETF Terry McMahon tmcmahon@icm-institutional.com
570-344-0100
Integrated Capital Mgt iCM - Quantitative Innovations Balanced ETF ETF Terry McMahon tmcmahon@icm-institutional.com
570-344-0100
Integrated Capital Mgt iCM - Quantitative Innovations Dynamic Growth ETF ETF Terry McMahon tmcmahon@icm-institutional.com
570-344-0100
Integrated Capital Mgt iCM - Quantitative Innovations Conservative Growth ETF ETF Terry McMahon tmcmahon@icm-institutional.com
570-344-0100
Ironwood Investment Mgt Small Cap Core Equity Paul LeBlanc pleblanc@ironwoodfunds.com
617-757-7624
Ironwood Investment Mgt VIP Small Cap Value Equity Paul LeBlanc pleblanc@ironwoodfunds.com
617-757-7624
Kensington Asset Management Managed Income Bond Kensington Team Info@KensingtonAssetManagement.com
877-891-1222
KraneShares Dynamic Emerging Market Strategy Asset Allocation, ETF Kyle McGrath
973-219-0304
KraneShares All China Growth Strategy Asset Allocation, ETF Kyle McGrath
973-219-0304
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
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
Pearl Impact Capital Global Equity ESG Opportunities Equity, ADR, ESG Mike Miller Mike@pearlimpact.com
Pearl Impact Capital International Equity ESG Opportunities Equity, ADR, ESG Mike Miller Mike@pearlimpact.com
Pearl Impact Capital US Equity ESG Opportunities Equity, ESG Mike Miller Mike@pearlimpact.com
Pearl Impact Capital Custom ESG Model Creation Equity, ESG Mike Miller Mike@pearlimpact.com
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
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
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
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 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 Emily D'Agostino edagostino@wedgewood-partners.com