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.
Showing:
Firm | Model | Type | Contact |
---|---|---|---|
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 |
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
|
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 |
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 |
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
|
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 Equity Income | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal MidCap 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 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 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
|
Principal Global Investors | Principal Large Cap Value Index | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal Large Cap Core Index | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal LargeCap Growth Index | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal SMID Value Index | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal SMID Core Index | Equity |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal International ADR Index | Equity, ADR |
Owais Rana
212-603-3611
|
Principal Global Investors | Principal SMID Growth Index | 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
|
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
|
Wedgewood Partners | Large Cap Focus Growth | Equity |
Steve Kaufmann
skaufmann@wedgewood.com
314-567-6407
|
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
|