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 * Our Platform
   * Our Platform
   * Direct Indexing
   * Advisor Portal
   * Tax Management
   * Partners & Integrations
   * Model Distribution Service
 * Resources
   * Downloadable Resources
     * Smartleaf Overview
     * The Estimated Taxes Saved or Deferred Report
     * What Makes Us Different
     * Client Marketing Packet
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   * FAQ
     * Smartleaf FAQ
     * Direct Indexing FAQ
 * About
   * About Us
   * Careers
 * Contact
   * Contact Us
   * Subscribe to Our Blog
   * Privacy Policy
 * Smartleaf Asset Management
   * Smartleaf's RIA subsidiary, Smartleaf Asset Management (SAM), can make
     using the Smartleaf platform even easier by taking responsibility for
     day-to-day portfolio review, rebalancing and trading, while leaving you in
     control of investment policy and the personalization parameters of each
     account.

Schedule A Call

 * Our Platform
   * Our Platform
   * Direct Indexing
   * Advisor Portal
   * Tax Management
   * Partners & Integrations
   * Model Distribution Service
 * Resources
   * Downloadable Resources
     * Smartleaf Overview
     * The Estimated Taxes Saved or Deferred Report
     * What Makes Us Different
     * Client Marketing Packet
   * Blog
   * FAQ
     * Smartleaf FAQ
     * Direct Indexing FAQ
 * About
   * About Us
   * Careers
 * Contact
   * Contact Us
   * Subscribe to Our Blog
   * Privacy Policy
 * Smartleaf Asset Management
   * Smartleaf's RIA subsidiary, Smartleaf Asset Management (SAM), can make
     using the Smartleaf platform even easier by taking responsibility for
     day-to-day portfolio review, rebalancing and trading, while leaving you in
     control of investment policy and the personalization parameters of each
     account.

Schedule A Call





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

Capital Group International Equity Equity Capital Research and Management
Company capitalgroup@seic.com

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
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 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
Guardian Capital, LP Fundamental Global Equity Global Equity Nathan Rhees
nrhees@altacapital.com
801-274-6010
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 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 Large Cap 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
Principal Global Investors Principal Quality Growth – All Cap Equity Owais Rana
212-603-3611
Principal Global Investors Principal Quality Core – All Cap Equity Owais Rana
212-603-3611
Principal Global Investors Principal Cyclical Growth – Large Cap Equity Owais
Rana
212-603-3611
Principal Global Investors Principal Cyclical Income – Large Cap 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 Quality Core – Large 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
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
Principal Global Investors Principal Quality Income Equity Owais Rana
212-603-3611
Principal Global Investors Principal Quality Core Equity Owais Rana
212-603-3611
Principal Global Investors Principal Quality Growth Equity Owais Rana
212-603-3611
Principal Global Investors Principal Low Volatility Core Equity Owais Rana
212-603-3611
Principal Global Investors Principal Cyclical Income Equity Owais Rana
212-603-3611
Principal Global Investors Principal Cyclical Growth Equity Owais Rana
212-603-3611
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
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

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
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
Woodward Investment Management Woodward Small Companies (Small Cap Equity)
Equity Anisa Perez anisa@woodwardim.com
346-320-3176
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

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