1 億至 10 億美元機構名單（共 7392 家）

目前共有 7392 家機構的資產管理規模落在1 億至 10 億美元，以下依 AUM 由高至低排序。

Whalerock Point Partners, LLC

CIK 0001389709

申報總市值

US$5.2億

197 stks

2026-03-31

Beacon Bank & Trust

CIK 0001831984

申報總市值

US$5.2億

251 stks

2026-06-30

Lodge Hill Capital, LLC

CIK 0001598245

申報總市值

US$5.2億

22 stks

2026-03-31

WealthPLAN Partners, LLC

CIK 0001639943

申報總市值

US$5.2億

275 stks

2026-03-31

Dechtman Wealth Management, LLC

CIK 0001992316

申報總市值

US$5.2億

65 stks

2024-12-31

資料過舊，未更新

Ar Asset Management INC

CIK 0001080166

申報總市值

US$5.2億

119 stks

2026-03-31

Rs Crum INC.

CIK 0001401459

申報總市值

US$5.2億

102 stks

2026-03-31

Princeton Portfolio Strategies Group LLC

CIK 0001568289

申報總市值

US$5.2億

139 stks

2021-06-30

資料過舊，未更新

Sachem Hill LLC

CIK 0001994333

申報總市值

US$5.2億

65 stks

2026-03-31

Mason & Associates Inc

CIK 0001917686

申報總市值

US$5.2億

160 stks

2026-03-31

Bridgecreek Investment Management, LLC

CIK 0001370629

申報總市值

US$5.2億

95 stks

2023-12-31

資料過舊，未更新

Fortitude Family Office, LLC

CIK 0001950506

申報總市值

US$5.2億

2,276 stks

2026-06-30

10-15 Associates, INC.

CIK 0001511144

申報總市值

US$5.2億

93 stks

2020-09-30

資料過舊，未更新

Sivia Capital Partners, LLC

CIK 0002012032

申報總市值

US$5.2億

455 stks

2026-03-31

Ropes Wealth Advisors LLC

CIK 0001641652

申報總市值

US$5.2億

252 stks

2023-09-30

資料過舊，未更新

SPT Invest Management Sarl

CIK 0001831949

申報總市值

US$5.2億

2 stks

2022-09-30

資料過舊，未更新

Tetragon Partners GP Ltd

CIK 0001515070

申報總市值

US$5.2億

40 stks

2026-03-31

River Global Investors LLP

CIK 0001486180

申報總市值

US$5.2億

138 stks

2024-12-31

資料過舊，未更新

Vertex Planning Partners, LLC

CIK 0001942341

申報總市值

US$5.1億

135 stks

2026-03-31

Winslow Asset Management INC

CIK 0001286534

申報總市值

US$5.1億

80 stks

2026-03-31

Palo Duro Investment Partners, LP

CIK 0001977128

申報總市值

US$5.1億

29 stks

2026-03-31

Systelligence, LLC

CIK 0001882691

申報總市值

US$5.1億

56 stks

2026-03-31

Aspen Grove Capital, LLC

CIK 0001806027

申報總市值

US$5.1億

200 stks

2026-03-31

Leverty Financial Group, LLC

CIK 0001908386

申報總市值

US$5.1億

49 stks

2026-06-30

TrueMark Investments, LLC

CIK 0001974457

申報總市值

US$5.1億

167 stks

2026-03-31

Hamilton Wealth, LLC

CIK 0001760263

申報總市值

US$5.1億

111 stks

2026-03-31

IAM Advisory, LLC

CIK 0001825292

申報總市值

US$5.1億

107 stks

2026-06-30

Southland Equity Partners LLC

CIK 0002006517

申報總市值

US$5.1億

273 stks

2026-03-31

Mattern Wealth Management LLC

CIK 0001802376

申報總市值

US$5.1億

158 stks

2026-03-31

Kozak & Associates, Inc.

CIK 0001764970

申報總市值

US$5.1億

452 stks

2026-03-31

Salient Private Client, LLC

CIK 0001714472

申報總市值

US$5.1億

108 stks

2018-09-30

資料過舊，未更新

Grosvenor Holdings, L.L.C.

CIK 0001743987

申報總市值

US$5.1億

14 stks

2022-03-31

資料過舊，未更新

Cedar Mountain Advisors, LLC

CIK 0001798986

申報總市值

US$5.1億

1,152 stks

2026-03-31

Manhattan West Asset Management, LLC

CIK 0001904770

申報總市值

US$5.1億

149 stks

2026-03-31

ABLE Financial Group, LLC

CIK 0001977500

申報總市值

US$5.1億

206 stks

2026-03-31

Call To Action Foundation

CIK 0001981942

申報總市值

US$5.1億

1 stks

2026-03-31

Bernardo Wealth Planning LLC

CIK 0001765595

申報總市值

US$5.1億

129 stks

2026-03-31

HughesLittle Investment Management Ltd.

CIK 0002106035

申報總市值

US$5.1億

14 stks

2026-03-31

JFG Wealth Management, LLC

CIK 0001766972

申報總市值

US$5.1億

67 stks

2025-09-30

資料過舊，未更新

Nalanda India Equity Fund Ltd

CIK 0001622904

申報總市值

US$5.1億

1 stks

2026-03-31

Richard P Slaughter Associates Inc

CIK 0001811783

申報總市值

US$5.1億

109 stks

2026-06-30

JSF Financial, LLC

CIK 0001802224

申報總市值

US$5.1億

126 stks

2026-03-31

Vishria Bird Financial Group, LLC

CIK 0001746438

申報總市值

US$5.1億

97 stks

2025-09-30

資料過舊，未更新

Integrated Investment Consultants, LLC

CIK 0001665337

申報總市值

US$5.1億

542 stks

2025-12-31

資料過舊，未更新

BetterWealth, LLC

CIK 0001911702

申報總市值

US$5.1億

85 stks

2026-03-31

Paloma Partners Management Co

CIK 0001103882

申報總市值

US$5.1億

61 stks

2026-03-31

Castle Rock Wealth Management, LLC

CIK 0001727605

申報總市值

US$5.1億

268 stks

2026-06-30

Financial Gravity Companies, Inc.

CIK 0001377167

申報總市值

US$5.1億

1,015 stks

2025-06-30

資料過舊，未更新

Prestige Wealth Management Group LLC

CIK 0001772715

申報總市值

US$5.1億

1,407 stks

2026-03-31

High Note Wealth, LLC

CIK 0001807283

申報總市值

US$5.1億

938 stks

2026-03-31

Magnolia Capital Advisors LLC

CIK 0001803662

申報總市值

US$5.1億

281 stks

2026-03-31

Oasis Advisors, LLC

CIK 0002124777

申報總市值

US$5.1億

210 stks

2026-03-31

Machina Capital S.A.S.

CIK 0001744373

申報總市值

US$5.1億

353 stks

2026-03-31

Wealth Dimensions Group, Ltd.

CIK 0001846462

申報總市值

US$5.1億

171 stks

2026-03-31

Round Table Services, LLC

CIK 0001375664

申報總市值

US$5.1億

159 stks

2022-09-30

資料過舊，未更新

55 North Private Wealth, LLC

CIK 0002106457

申報總市值

US$5.1億

304 stks

2026-06-30

Mfa Wealth Advisors, LLC

CIK 0001688184

申報總市值

US$5.1億

88 stks

2026-03-31

Ascentis Wealth Management, LLC

CIK 0002032602

申報總市值

US$5.1億

1,741 stks

2026-03-31

Maltese Capital Management LLC

CIK 0001040762

申報總市值

US$5.1億

300 stks

2026-03-31

WESCAP Management Group, Inc.

CIK 0001667140

申報總市值

US$5.1億

107 stks

2026-03-31

Old Port Advisors

CIK 0001744348

申報總市值

US$5.1億

267 stks

2026-06-30

Buffington Mohr McNeal

CIK 0001317829

申報總市值

US$5.1億

111 stks

2025-03-31

資料過舊，未更新

Bcm Advisors, LLC

CIK 0001373017

申報總市值

US$5.1億

78 stks

2026-03-31

REAP Financial Group, LLC

CIK 0002048581

申報總市值

US$5.1億

533 stks

2026-03-31

Moller Wealth Partners

CIK 0001475271

申報總市值

US$5.1億

67 stks

2026-03-31

Ramsay, Stattman, Vela & Price, Inc.

CIK 0001541399

申報總市值

US$5.1億

79 stks

2026-03-31

West Wealth Group, LLC

CIK 0001923591

申報總市值

US$5.1億

130 stks

2026-03-31

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD

CIK 0001639754

申報總市值

US$5.1億

57 stks

2026-03-31

Daiwa SB Investments Ltd.

CIK 0001435346

申報總市值

US$5.1億

221 stks

2019-03-31

資料過舊，未更新

Cobiz Wealth, LLC

CIK 0001324659

申報總市值

US$5.1億

113 stks

2019-06-30

資料過舊，未更新

Community Bank & Trust, Waco, Texas

CIK 0001654847

申報總市值

US$5.0億

161 stks

2026-03-31

Abound Wealth Management

CIK 0001950323

申報總市值

US$5.0億

1,361 stks

2026-06-30

VHCP Management III, LLC

CIK 0001738053

申報總市值

US$5.0億

18 stks

2019-12-31

資料過舊，未更新

Independent Investors INC

CIK 0001121908

申報總市值

US$5.0億

70 stks

2026-03-31

Tradewinds Capital Management, LLC

CIK 0001616026

申報總市值

US$5.0億

719 stks

2026-03-31

PNC Managed Account Solutions, Inc.

CIK 0001783285

申報總市值

US$5.0億

572 stks

2021-06-30

資料過舊，未更新

Shorepoint Capital Partners LLC

CIK 0001759476

申報總市值

US$5.0億

184 stks

2025-09-30

資料過舊，未更新

Allegiance Financial Group Advisory Services LLC

CIK 0001964068

申報總市值

US$5.0億

198 stks

2026-03-31

Single Point Partners, LLC

CIK 0001801184

申報總市值

US$5.0億

83 stks

2026-03-31

Altrius Capital Management Inc

CIK 0001940646

申報總市值

US$5.0億

87 stks

2026-03-31

Northwest Bancshares, Inc.

CIK 0001471265

申報總市值

US$5.0億

219 stks

2026-03-31

Camden National CORP

CIK 0000750686

申報總市值

US$5.0億

141 stks

2021-06-30

資料過舊，未更新

集中度6.4

產業集中度36.8

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Uptick Partners, LLC

CIK 0002005353

申報總市值

US$5.0億

339 stks

2026-03-31

Mycio Wealth Partners, LLC

CIK 0001371726

申報總市值

US$5.0億

49 stks

2026-03-31

Peak Retirement Planning, Inc.

CIK 0002056697

申報總市值

US$5.0億

152 stks

2026-03-31

Wolff Financial Management LLC

CIK 0001767940

申報總市值

US$5.0億

106 stks

2026-06-30

Gifford Fong Associates

CIK 0001740316

申報總市值

US$5.0億

124 stks

2025-12-31

資料過舊，未更新

DORCHESTER WEALTH MANAGEMENT Co

CIK 0001649888

申報總市值

US$5.0億

146 stks

2024-12-31

資料過舊，未更新

Serenus Wealth Advisors, LLC

CIK 0002053695

申報總市值

US$5.0億

68 stks

2026-03-31

Mission Creek Capital Partners, Inc.

CIK 0001801583

申報總市值

US$5.0億

219 stks

2026-03-31

Auxano Advisors, LLC

CIK 0001811491

申報總市值

US$5.0億

199 stks

2026-03-31

Dividend Assets Capital, LLC

CIK 0001365167

申報總市值

US$5.0億

138 stks

2026-03-31

Aspen Wealth Management LLC

CIK 0001895252

申報總市值

US$5.0億

124 stks

2026-03-31

Private Capital Management LLC

CIK 0001778185

申報總市值

US$5.0億

213 stks

2024-12-31

資料過舊，未更新

Centric Wealth Management

CIK 0001752761

申報總市值

US$5.0億

203 stks

2026-03-31

Shapiro Robert N

CIK 0001008930

申報總市值

US$5.0億

4,186 stks

2014-12-31

資料過舊，未更新

H/2 Credit Manager LP

CIK 0001813784

申報總市值

US$5.0億

19 stks

2026-03-31

Precedent Wealth Partners, LLC

CIK 0002008666

申報總市值

US$5.0億

166 stks

2026-03-31

Marietta Investment Partners LLC

CIK 0001114702

申報總市值

US$5.0億

161 stks

2026-03-31

Artia Global Partners LP

CIK 0001937964

申報總市值

US$5.0億

50 stks

2026-03-31

First National Bank of Mount Dora, Trust Investment Services

CIK 0001423045

申報總市值

US$5.0億

211 stks

2026-06-30

Bright Rock Capital Management, LLC

CIK 0001509973

申報總市值

US$5.0億

73 stks

2026-06-30

Harraden Circle Investments, LLC

CIK 0001910592

申報總市值

US$5.0億

181 stks

2026-03-31

KR Capital LP

CIK 0002103364

申報總市值

US$5.0億

49 stks

2026-03-31

Park Place Capital Corp

CIK 0001965810

申報總市值

US$5.0億

850 stks

2026-03-31

Inspire Investing, LLC

CIK 0001670139

申報總市值

US$5.0億

313 stks

2026-03-31

Private Wealth Strategies, L.L.C.

CIK 0001803189

申報總市值

US$5.0億

73 stks

2024-06-30

資料過舊，未更新

Holderness Investments Co

CIK 0001184820

申報總市值

US$5.0億

252 stks

2026-03-31

Scissortail Wealth Management, LLC

CIK 0001906793

申報總市值

US$5.0億

115 stks

2026-03-31

First Fiduciary Investment Counsel, Inc.

CIK 0001072843

申報總市值

US$5.0億

66 stks

2026-03-31

Accident Compensation CORP

CIK 0001618832

申報總市值

US$5.0億

110 stks

2020-06-30

資料過舊，未更新

Tortoise Index Solutions, LLC

CIK 0001650373

申報總市值

US$5.0億

64 stks

2024-03-31

資料過舊，未更新

Westchester Capital Management, Inc.

CIK 0001390063

申報總市值

US$5.0億

45 stks

2026-03-31

TBH Global Asset Management, LLC

CIK 0001787125

申報總市值

US$5.0億

245 stks

2026-03-31

Turiya Advisors Asia Ltd

CIK 0001554179

申報總市值

US$5.0億

5 stks

2026-03-31

New Hampshire Trust

CIK 0001961742

申報總市值

US$5.0億

278 stks

2026-03-31

Canton Hathaway, LLC

CIK 0001755785

申報總市值

US$5.0億

268 stks

2026-03-31

Altavista Wealth Management, Inc.

CIK 0001434981

申報總市值

US$5.0億

189 stks

2021-12-31

資料過舊，未更新

Compton Wealth Advisory Group, LLC

CIK 0001761044

申報總市值

US$5.0億

83 stks

2026-06-30

Derby & Company, INC

CIK 0001086611

申報總市值

US$5.0億

78 stks

2021-09-30

資料過舊，未更新

Talaria Asset Management Pty Ltd

CIK 0002026352

申報總市值

US$5.0億

12 stks

2026-03-31

Wagner Wealth Management, LLC

CIK 0001728657

申報總市值

US$5.0億

279 stks

2026-03-31

Bedell Frazier Investment Counselling, LLC

CIK 0001388142

申報總市值

US$5.0億

128 stks

2026-03-31

Fairvoy Private Wealth, LLC

CIK 0002046607

申報總市值

US$4.9億

200 stks

2026-06-30

Fermata Advisors, LLC

CIK 0001859259

申報總市值

US$4.9億

275 stks

2026-06-30

Stelac Advisory Services LLC

CIK 0001519676

申報總市值

US$4.9億

163 stks

2026-03-31

Chemung Canal Trust Co

CIK 0000790354

申報總市值

US$4.9億

203 stks

2026-03-31

Bedel Financial Consulting INC

CIK 0000850553

申報總市值

US$4.9億

235 stks

2023-09-30

資料過舊，未更新

Lafayette Investments, Inc.

CIK 0001308377

申報總市值

US$4.9億

158 stks

2026-03-31

Benin Management CORP

CIK 0001352871

申報總市值

US$4.9億

152 stks

2026-06-30

Avidity Partners Management LP

CIK 0001791827

申報總市值

US$4.9億

45 stks

2026-03-31

High Falls Advisors, Inc

CIK 0001569139

申報總市值

US$4.9億

144 stks

2025-12-31

資料過舊，未更新

Rowlandmiller & Partners.adv

CIK 0000225816

申報總市值

US$4.9億

189 stks

2026-03-31

Cascadia Advisory Services, LLC

CIK 0001800724

申報總市值

US$4.9億

246 stks

2021-09-30

資料過舊，未更新

Highline Wealth Partners LLC

CIK 0002042654

申報總市值

US$4.9億

1,411 stks

2026-06-30

Fulcrum Capital LLC

CIK 0001724090

申報總市值

US$4.9億

103 stks

2026-06-30

Broad Peak Investment Advisers Pte Ltd

CIK 0001547349

申報總市值

US$4.9億

23 stks

2026-03-31

Financial Sense Advisors, Inc.

CIK 0001358828

申報總市值

US$4.9億

142 stks

2026-03-31

Vantage Financial Partners, LLC

CIK 0001911766

申報總市值

US$4.9億

212 stks

2025-12-31

資料過舊，未更新

Wilmington Trust Investment Management, LLC

CIK 0001418288

申報總市值

US$4.9億

375 stks

2014-06-30

資料過舊，未更新

Cypress Point Wealth Management, LLC

CIK 0001825611

申報總市值

US$4.9億

142 stks

2026-06-30

Cranbrook Wealth Management, LLC

CIK 0001599084

申報總市值

US$4.9億

385 stks

2026-03-31

Marion Wealth Management

CIK 0001911097

申報總市值

US$4.9億

159 stks

2026-06-30

Blue Zone Wealth Advisors, LLC

CIK 0001803106

申報總市值

US$4.9億

130 stks

2026-03-31

SMITH HAYES Advisers, Inc

CIK 0001418870

申報總市值

US$4.9億

317 stks

2016-03-31

資料過舊，未更新

Rushmore Investment Advisors, INC.

CIK 0001443037

申報總市值

US$4.9億

197 stks

2013-06-30

資料過舊，未更新

Triumph Capital Management

CIK 0001730765

申報總市值

US$4.9億

1,838 stks

2026-03-31

Professional Financial Advisors, LLC

CIK 0001798221

申報總市值

US$4.9億

137 stks

2026-03-31

Schafer Cullen Capital Management Inc

CIK 0001056593

申報總市值

US$4.9億

58 stks

2021-03-31

資料過舊，未更新

New York Life Insurance Co

CIK 0000071633

申報總市值

US$4.9億

6 stks

2026-03-31