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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 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
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
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
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 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
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
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
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
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 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
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
Wedgewood Partners Large Cap Focused Growth Equity Emily D'Agostino edagostino@wedgewood-partners.com
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
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