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。

Beam Wealth Advisors, INC.

CIK 0001803426

申報總市值

US$4.0億

108 stks

2026-03-31

Trv Gp V, LLC

CIK 0001990717

申報總市值

US$4.0億

3 stks

2026-03-31

Citizens & Northern CORP

CIK 0000810958

申報總市值

US$4.0億

119 stks

2026-03-31

Copperwynd Financial, LLC

CIK 0001687832

申報總市值

US$4.0億

156 stks

2025-06-30

資料過舊，未更新

Strengthening Families & Communities, LLC

CIK 0001921196

申報總市值

US$4.0億

589 stks

2026-03-31

Alpine Investment Management Ltd

CIK 0001964631

申報總市值

US$4.0億

13 stks

2026-03-31

Wealth Group, Ltd.

CIK 0002013988

申報總市值

US$4.0億

106 stks

2026-06-30

Burleson & Company, LLC

CIK 0001733510

申報總市值

US$4.0億

426 stks

2022-12-31

資料過舊，未更新

Brown, Lisle/cummings, INC.

CIK 0000014745

申報總市值

US$4.0億

1,021 stks

2026-03-31

Joseph Group Capital Management

CIK 0001910383

申報總市值

US$4.0億

379 stks

2026-03-31

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

CIK 0001622852

申報總市值

US$4.0億

122 stks

2020-12-31

資料過舊，未更新

Rappaport Reiches Capital Management, LLC

CIK 0001990195

申報總市值

US$4.0億

122 stks

2025-03-31

資料過舊，未更新

Elmwood Wealth Management, Inc.

CIK 0001731927

申報總市值

US$4.0億

200 stks

2026-06-30

Dumont & Blake Investment Advisors LLC

CIK 0001287618

申報總市值

US$4.0億

202 stks

2026-03-31

One Charles Private Wealth Services, LLC

CIK 0001800938

申報總市值

US$4.0億

160 stks

2026-03-31

Mokosak Advisory Group, LLC

CIK 0001713112

申報總市值

US$4.0億

34 stks

2026-03-31

Capital Innovations LLC

CIK 0001596076

申報總市值

US$4.0億

53 stks

2026-03-31

Monument Capital Management

CIK 0001729428

申報總市值

US$4.0億

217 stks

2026-03-31

Kettle Hill Capital Management, LLC

CIK 0001387369

申報總市值

US$4.0億

45 stks

2026-03-31

Legacy Wealth Partners, LLC

CIK 0002066638

申報總市值

US$4.0億

176 stks

2026-03-31

PW Nova Financial Services LLC

CIK 0002127408

申報總市值

US$4.0億

193 stks

2026-03-31

Ironsides Asset Advisors, LLC

CIK 0001615135

申報總市值

US$4.0億

80 stks

2026-03-31

Turim 21 Investimentos Ltda.

CIK 0001652174

申報總市值

US$4.0億

118 stks

2026-03-31

NovaPoint Capital, LLC

CIK 0001815025

申報總市值

US$4.0億

79 stks

2026-03-31

Fosun International Ltd

CIK 0001447884

申報總市值

US$4.0億

66 stks

2026-03-31

Fortem Financial Group, LLC

CIK 0001766509

申報總市值

US$4.0億

173 stks

2026-03-31

Hudson Value Partners, LLC

CIK 0001840501

申報總市值

US$4.0億

113 stks

2026-06-30

Bard Associates INC

CIK 0001105907

申報總市值

US$4.0億

293 stks

2026-03-31

Tillman Hartley LLC

CIK 0001966355

申報總市值

US$4.0億

146 stks

2026-03-31

May Hill Capital, LLC

CIK 0002056340

申報總市值

US$4.0億

223 stks

2026-03-31

BCGM Wealth Management, LLC

CIK 0001830467

申報總市值

US$4.0億

178 stks

2026-03-31

LongView Wealth Management

CIK 0001990190

申報總市值

US$4.0億

247 stks

2026-03-31

Planning Project LLC

CIK 0002052480

申報總市值

US$4.0億

144 stks

2025-12-31

資料過舊，未更新

Searle & Co.

CIK 0000710127

申報總市值

US$4.0億

194 stks

2026-03-31

Kelly Financial Group LLC

CIK 0001128066

申報總市值

US$4.0億

100 stks

2026-03-31

Cypress Funds LLC

CIK 0001081198

申報總市值

US$4.0億

14 stks

2026-03-31

Vision Capital Corp

CIK 0001764403

申報總市值

US$4.0億

15 stks

2026-03-31

Vista Investment Partners LLC

CIK 0002023386

申報總市值

US$4.0億

172 stks

2026-06-30

Dockside LLC

CIK 0002074563

申報總市值

US$4.0億

177 stks

2026-03-31

Elevated Capital Advisors, LLC

CIK 0001802387

申報總市值

US$4.0億

843 stks

2026-03-31

Willingdon Wealth Management

CIK 0001577773

申報總市值

US$4.0億

307 stks

2020-03-31

資料過舊，未更新

Lansing Street Advisors

CIK 0001926571

申報總市值

US$4.0億

151 stks

2026-03-31

Twin Peaks Wealth Advisors, LLC

CIK 0002006218

申報總市值

US$4.0億

2,369 stks

2026-03-31

RFG Holdings, Inc.

CIK 0001845210

申報總市值

US$4.0億

70 stks

2026-03-31

Net Worth Advisory Group

CIK 0001791998

申報總市值

US$4.0億

411 stks

2026-06-30

Lisanti Capital Growth, LLC

CIK 0001424467

申報總市值

US$4.0億

103 stks

2026-03-31

Gray Foundation

CIK 0002011602

申報總市值

US$4.0億

11 stks

2026-03-31

Platinum Investment Management LTD

CIK 0001256071

申報總市值

US$4.0億

89 stks

2026-03-31

EMG Holdings, L.P.

CIK 0001478394

申報總市值

US$4.0億

27 stks

2026-03-31

Navalign, LLC

CIK 0001820593

申報總市值

US$4.0億

127 stks

2026-03-31

Lpwm LLC

CIK 0001801101

申報總市值

US$4.0億

94 stks

2026-03-31

Singapore Technologies Telemedia Pte Ltd

CIK 0001219573

申報總市值

US$4.0億

1 stks

2026-03-31

Shikiar Asset Management INC

CIK 0001058022

申報總市值

US$4.0億

114 stks

2026-06-30

Index Venture Life Associates VI Ltd

CIK 0001865139

申報總市值

US$4.0億

1 stks

2026-03-31

PCG Wealth Advisors, LLC

CIK 0001905393

申報總市值

US$4.0億

164 stks

2026-03-31

Kelleher Financial Advisors

CIK 0001507971

申報總市值

US$4.0億

845 stks

2026-03-31

Greenstone Partners & Co., LLC

CIK 0001845565

申報總市值

US$4.0億

9 stks

2026-03-31

Akaris Global Partners, LP

CIK 0001801264

申報總市值

US$4.0億

22 stks

2023-09-30

資料過舊，未更新

Raub Brock Capital Management LP

CIK 0001554656

申報總市值

US$3.9億

43 stks

2026-03-31

Z3 Capital Partners, LLC

CIK 0002127787

申報總市值

US$3.9億

187 stks

2026-03-31

Henderson Brothers Financial Partners, LLC

CIK 0002064329

申報總市值

US$3.9億

105 stks

2026-03-31

NEXT Financial Holdings

CIK 0001541670

申報總市值

US$3.9億

2,134 stks

2019-03-31

資料過舊，未更新

DKRT Investments Corp.

CIK 0002080627

申報總市值

US$3.9億

48 stks

2026-03-31

Passport Capital, LLC

CIK 0001352428

申報總市值

US$3.9億

4 stks

2019-12-31

資料過舊，未更新

Pacific Center for Financial Services

CIK 0001698222

申報總市值

US$3.9億

513 stks

2026-03-31

YorkBridge Wealth Partners, LLC

CIK 0001696064

申報總市值

US$3.9億

256 stks

2022-12-31

資料過舊，未更新

Roberts Wealth Advisors, LLC

CIK 0001885319

申報總市值

US$3.9億

110 stks

2026-03-31

Astoria Strategic Wealth, Inc.

CIK 0001777914

申報總市值

US$3.9億

37 stks

2026-03-31

Fortress Investment Group LLC

CIK 0001380393

申報總市值

US$3.9億

35 stks

2026-03-31

Starr Indemnity & Liability Co

CIK 0001640521

申報總市值

US$3.9億

4 stks

2026-03-31

Tidemark, LLC

CIK 0002009591

申報總市值

US$3.9億

901 stks

2026-03-31

Investment Advisory Group, LLC

CIK 0001910273

申報總市值

US$3.9億

194 stks

2026-03-31

Independent Wealth Network Inc.

CIK 0001891240

申報總市值

US$3.9億

340 stks

2026-06-30

Arjuna Capital

CIK 0001703208

申報總市值

US$3.9億

109 stks

2026-03-31

Crown Wealth Group, LLC

CIK 0001845698

申報總市值

US$3.9億

150 stks

2026-06-30

Warren Street Wealth Advisors, LLC

CIK 0001703496

申報總市值

US$3.9億

129 stks

2026-03-31

Snider Financial Group

CIK 0001820681

申報總市值

US$3.9億

103 stks

2026-06-30

Levy Harkins & Co Inc/

CIK 0001135307

申報總市值

US$3.9億

21 stks

2018-03-31

資料過舊，未更新

Hartford Financial Management Inc.

CIK 0001352526

申報總市值

US$3.9億

344 stks

2026-03-31

Divisar Capital Management LLC

CIK 0001645721

申報總市值

US$3.9億

26 stks

2026-03-31

Riposte Capital LLC

CIK 0001672355

申報總市值

US$3.9億

24 stks

2026-03-31

Wellington Shields & Co., LLC

CIK 0001506073

申報總市值

US$3.9億

321 stks

2026-03-31

Euclidean Capital LLC

CIK 0001825034

申報總市值

US$3.9億

10 stks

2026-03-31

Level Financial Advisors

CIK 0001871734

申報總市值

US$3.9億

92 stks

2026-03-31

Hollow Brook Wealth Management LLC

CIK 0001455251

申報總市值

US$3.9億

70 stks

2026-03-31

Buckley Wealth Management, LLC

CIK 0001730126

申報總市值

US$3.9億

103 stks

2026-03-31

OFS Enterprise LLC

CIK 0002107566

申報總市值

US$3.9億

106 stks

2026-06-30

Inlet Private Wealth, LLC

CIK 0001759751

申報總市值

US$3.9億

128 stks

2026-03-31

Turas Capital Management LP

CIK 0002077058

申報總市值

US$3.9億

37 stks

2026-03-31

Divergent Planning, LLC

CIK 0001730787

申報總市值

US$3.9億

36 stks

2025-12-31

資料過舊，未更新

Cary Street Partners Investment Advisory LLC

CIK 0001766904

申報總市值

US$3.9億

3,844 stks

2026-03-31

Mezzasalma Advisors, LLC

CIK 0001864916

申報總市值

US$3.9億

155 stks

2026-03-31

Schusterman Interests, LLC

CIK 0001857024

申報總市值

US$3.9億

9 stks

2026-03-31

Coltrane Asset Management L.P.

CIK 0001596586

申報總市值

US$3.9億

6 stks

2021-09-30

資料過舊，未更新

Lester Murray Antman dba SimplyRich

CIK 0001725888

申報總市值

US$3.9億

233 stks

2026-03-31

Alistair Capital Management, L.L.C.

CIK 0001540557

申報總市值

US$3.9億

1 stks

2014-12-31

資料過舊，未更新

Highmount Capital, LLC

CIK 0001453819

申報總市值

US$3.9億

129 stks

2015-06-30

資料過舊，未更新

Prostatis Group LLC

CIK 0001649186

申報總市值

US$3.9億

167 stks

2026-03-31

Levy Wealth Management Group, LLC

CIK 0001843138

申報總市值

US$3.9億

101 stks

2024-06-30

資料過舊，未更新

CWS Financial Advisors, LLC

CIK 0001802459

申報總市值

US$3.9億

157 stks

2026-03-31

Alpine Group USVI, LLC

CIK 0001531306

申報總市值

US$3.9億

82 stks

2019-09-30

資料過舊，未更新

Apeiron RIA LLC

CIK 0001801846

申報總市值

US$3.9億

162 stks

2026-06-30

Kensington Investments B.V.

CIK 0001794528

申報總市值

US$3.9億

1 stks

2023-09-30

資料過舊，未更新

Hilltop Partners LLC

CIK 0001957867

申報總市值

US$3.9億

126 stks

2026-03-31

Legacy Wealth Management, LLC / MS

CIK 0002047443

申報總市值

US$3.9億

114 stks

2026-06-30

Winthrop Capital Management, LLC

CIK 0002010657

申報總市值

US$3.9億

357 stks

2026-03-31

Sicart Associates LLC

CIK 0001696494

申報總市值

US$3.9億

74 stks

2026-03-31

Aigen Investment Management, LP

CIK 0001741224

申報總市值

US$3.9億

496 stks

2026-03-31

Trust Co Of Oklahoma

CIK 0001083323

申報總市值

US$3.9億

185 stks

2026-06-30

Trinity Financial Advisors LLC

CIK 0001809574

申報總市值

US$3.9億

95 stks

2026-06-30

Minot Wealth Management LLC

CIK 0001801774

申報總市值

US$3.9億

185 stks

2022-06-30

資料過舊，未更新

Centre Asset Management, LLC

CIK 0001532472

申報總市值

US$3.9億

70 stks

2025-03-31

資料過舊，未更新

MDE Group

CIK 0001485153

申報總市值

US$3.9億

58 stks

2015-03-31

資料過舊，未更新

Halpern Financial, Inc.

CIK 0001994335

申報總市值

US$3.9億

230 stks

2024-09-30

資料過舊，未更新

Patriot Financial Partners GP II, L.P.

CIK 0002061817

申報總市值

US$3.9億

12 stks

2026-03-31

Ruedi Wealth Management, Inc.

CIK 0001940678

申報總市值

US$3.9億

58 stks

2026-03-31

Semmax Financial Advisors Inc.

CIK 0001767301

申報總市值

US$3.9億

431 stks

2025-06-30

資料過舊，未更新

Oakwood Capital Management Llc/ca

CIK 0001077148

申報總市值

US$3.9億

61 stks

2021-06-30

資料過舊，未更新

Little House Capital LLC

CIK 0001748814

申報總市值

US$3.9億

112 stks

2026-03-31

Huntington Steele LLC

CIK 0001552426

申報總市值

US$3.9億

73 stks

2018-03-31

資料過舊，未更新

R&F Capital Advisors LP

CIK 0001655670

申報總市值

US$3.9億

663 stks

2017-03-31

資料過舊，未更新

CIC Wealth, LLC

CIK 0001965909

申報總市值

US$3.9億

176 stks

2024-09-30

資料過舊，未更新

WP Advisors, LLC

CIK 0001697796

申報總市值

US$3.9億

115 stks

2026-03-31

Cadent Capital Advisors, LLC

CIK 0001803536

申報總市值

US$3.9億

201 stks

2026-03-31

Decagon Asset Management LLP

CIK 0001950677

申報總市值

US$3.9億

77 stks

2026-03-31

World Equity Group, INC.

CIK 0000878770

申報總市值

US$3.9億

368 stks

2026-03-31

Truffle Hound Capital, LLC

CIK 0001595862

申報總市值

US$3.9億

51 stks

2026-03-31

20/20 Capital Management, Inc.

CIK 0001656866

申報總市值

US$3.9億

167 stks

2021-06-30

資料過舊，未更新

Gradient Capital Advisors, LLC

CIK 0001727917

申報總市值

US$3.9億

177 stks

2026-03-31

Bay Harbor Wealth Management, LLC

CIK 0001767989

申報總市值

US$3.9億

1,301 stks

2026-03-31

Independence Financial Advisors, LLC

CIK 0002066080

申報總市值

US$3.9億

55 stks

2026-06-30

Siena Capital Partners GP, LLC

CIK 0001694886

申報總市值

US$3.9億

100 stks

2026-03-31

Goodman Advisory Group, LLC

CIK 0001864123

申報總市值

US$3.9億

184 stks

2026-03-31

Polunin Capital Partners Ltd

CIK 0001629869

申報總市值

US$3.9億

16 stks

2026-03-31

KG Funds Management LLC

CIK 0001666370

申報總市值

US$3.9億

8 stks

2017-12-31

資料過舊，未更新

VectorGlobal IAG, Inc.

CIK 0001845843

申報總市值

US$3.9億

323 stks

2026-03-31

GSG Advisors LLC

CIK 0001995773

申報總市值

US$3.8億

137 stks

2026-03-31

Diametric Capital, LP

CIK 0001719087

申報總市值

US$3.8億

473 stks

2026-03-31

Windsor Capital Management, LLC

CIK 0001543100

申報總市值

US$3.8億

127 stks

2026-06-30

Garda Capital Partners LP

CIK 0001666905

申報總市值

US$3.8億

15 stks

2026-03-31

Brand Asset Management Group, Inc.

CIK 0001748766

申報總市值

US$3.8億

193 stks

2026-03-31

HWG Holdings LP

CIK 0001599390

申報總市值

US$3.8億

55 stks

2026-03-31

Juncture Wealth Strategies, LLC

CIK 0001632866

申報總市值

US$3.8億

179 stks

2026-06-30

Mosaic Family Wealth, LLC

CIK 0001674343

申報總市值

US$3.8億

179 stks

2021-12-31

資料過舊，未更新

Tobam

CIK 0001527488

申報總市值

US$3.8億

250 stks

2026-03-31

Stonnington Group, LLC

CIK 0001325261

申報總市值

US$3.8億

234 stks

2023-03-31

資料過舊，未更新

Pinnbrook Capital Management LP

CIK 0001856103

申報總市值

US$3.8億

45 stks

2026-03-31

Delta Financial Advisors LLC

CIK 0001790295

申報總市值

US$3.8億

149 stks

2026-03-31

Davis-rea LTD.

CIK 0001482171

申報總市值

US$3.8億

54 stks

2026-03-31

EPIQ Capital Group, LLC

CIK 0001779453

申報總市值

US$3.8億

79 stks

2024-12-31

資料過舊，未更新