1 億至 10 億美元機構名單（共 7401 家）

目前共有 7401 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。

Walled Lake Planning & Wealth Management, LLC

CIK 0001812177

申報總市值

US$4.0億

142 stks

2026-06-30

Shikiar Asset Management Inc

CIK 0001058022

申報總市值

US$4.0億

114 stks

2026-06-30

Kidder Stephen W

CIK 0001314377

申報總市值

US$4.0億

326 stks

2026-06-30

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

Holowesko Partners Ltd.

CIK 0001428569

申報總市值

US$3.9億

34 stks

2026-06-30

Steph & Co

CIK 0000941519

申報總市值

US$3.9億

283 stks

2026-06-30

Knuff & Co LLC

CIK 0001768089

申報總市值

US$3.9億

142 stks

2026-06-30

Pennsylvania Capital Management Inc /adv

CIK 0001004140

申報總市值

US$3.9億

123 stks

2026-06-30

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

Redwood Grove Capital, LLC

CIK 0001691170

申報總市值

US$3.9億

25 stks

2026-06-30

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

MIC Capital Management UK LLP

CIK 0001889830

申報總市值

US$3.9億

16 stks

2026-06-30

Aurdan Capital Management, LLC

CIK 0002057382

申報總市值

US$3.9億

99 stks

2026-06-30

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

X-Square Capital, LLC

CIK 0001729300

申報總市值

US$3.9億

182 stks

2026-06-30

Stone Summit Wealth LLC

CIK 0001908192

申報總市值

US$3.9億

144 stks

2026-06-30

Farmers & Merchants Trust Co of Chambersburg PA

CIK 0001697375

申報總市值

US$3.9億

358 stks

2026-06-30

III Capital Management

CIK 0001783139

申報總市值

US$3.9億

49 stks

2026-06-30

360 Financial, Inc.

CIK 0001802324

申報總市值

US$3.9億

85 stks

2026-06-30

White Mountains Insurance Group LTD

CIK 0000776867

申報總市值

US$3.9億

2 stks

2026-06-30

Red Wave Investments LLC

CIK 0001846493

申報總市值

US$3.9億

122 stks

2026-06-30

Independent Wealth Network Inc.

CIK 0001891240

申報總市值

US$3.9億

340 stks

2026-06-30

NFC Investments, LLC

CIK 0001512858

申報總市值

US$3.9億

43 stks

2026-06-30

Crown Wealth Group, LLC

CIK 0001845698

申報總市值

US$3.9億

150 stks

2026-06-30

BridgePort Financial Solutions, LLC

CIK 0002031775

申報總市值

US$3.9億

240 stks

2026-06-30

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

Srh Advisors, LLC

CIK 0001512779

申報總市值

US$3.9億

276 stks

2026-06-30

Southern Financial Group, LLC

CIK 0002140714

申報總市值

US$3.9億

95 stks

2026-06-30

OFS Enterprise LLC

CIK 0002107566

申報總市值

US$3.9億

106 stks

2026-06-30

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

Kingdom Financial Group LLC.

CIK 0001962236

申報總市值

US$3.9億

865 stks

2026-06-30

Patriot Financial Partners GP II, L.P.

CIK 0002061817

申報總市值

US$3.9億

12 stks

2026-06-30

Libra Wealth LLC

CIK 0001925385

申報總市值

US$3.9億

70 stks

2026-06-30

Oak Family Advisors, LLC

CIK 0001846161

申報總市值

US$3.9億

111 stks

2026-06-30

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

Private Wealth Advisors, LLC

CIK 0001787027

申報總市值

US$3.9億

95 stks

2026-06-30

SS&H Financial Advisors, Inc.

CIK 0001911735

申報總市值

US$3.9億

130 stks

2026-06-30

ForthRight Wealth Management, LLC

CIK 0001841633

申報總市值

US$3.9億

76 stks

2026-06-30

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

Access Investment Management LLC

CIK 0002010477

申報總市值

US$3.9億

144 stks

2026-06-30

Legacy CG, LLC

CIK 0001904825

申報總市值

US$3.9億

45 stks

2026-06-30

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

Delta Air Lines, Inc.

CIK 0000027904

申報總市值

US$3.9億

3 stks

2026-06-30

First American Financial Corp

CIK 0001472787

申報總市值

US$3.9億

3 stks

2026-06-30

Websterrogers Financial Advisors, LLC

CIK 0001841757

申報總市值

US$3.9億

103 stks

2026-06-30

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

Quantum Private Wealth, LLC

CIK 0001929662

申報總市值

US$3.9億

171 stks

2026-06-30

Focused Alpha, LLC

CIK 0002105062

申報總市值

US$3.9億

264 stks

2026-06-30

HTG Investment Advisors, Inc.

CIK 0001963875

申報總市值

US$3.9億

88 stks

2026-06-30

Central Valley Advisors, LLC

CIK 0002010698

申報總市值

US$3.9億

226 stks

2026-06-30

Apeiron RIA LLC

CIK 0001801846

申報總市值

US$3.9億

162 stks

2026-06-30

LongView Wealth Management

CIK 0001990190

申報總市值

US$3.9億

227 stks

2026-06-30

Checkpoint Capital L.P.

CIK 0001977548

申報總市值

US$3.9億

6 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

Legacy Wealth Management, LLC / MS

CIK 0002047443

申報總市值

US$3.9億

114 stks

2026-06-30

Smart Money Group LLC

CIK 0001728866

申報總市值

US$3.9億

86 stks

2026-06-30

Supplemental Annuity Collective Trust of NJ

CIK 0001483065

申報總市值

US$3.9億

298 stks

2026-06-30

Narus Financial Partners, LLC

CIK 0001698091

申報總市值

US$3.9億

177 stks

2026-06-30

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

Cedar Wealth Management, LLC

CIK 0001665642

申報總市值

US$3.9億

92 stks

2026-06-30

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

St. Clair Advisors, LLC

CIK 0002056292

申報總市值

US$3.9億

78 stks

2026-06-30

MSA Advisors, LLC

CIK 0001040410

申報總市值

US$3.9億

43 stks

2026-06-30

Keystone Financial Services

CIK 0001865158

申報總市值

US$3.9億

283 stks

2026-06-30

Provident Wealth Management, LLC

CIK 0001799797

申報總市值

US$3.9億

161 stks

2026-06-30

Valley Forge Investment Consultants Inc Adv

CIK 0000920655

申報總市值

US$3.9億

86 stks

2026-06-30

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

Keystone Financial Planning, Inc.

CIK 0001596906

申報總市值

US$3.9億

39 stks

2026-06-30

Puzo Michael J

CIK 0001053914

申報總市值

US$3.9億

368 stks

2026-06-30

Terril Brothers, Inc.

CIK 0000314169

申報總市值

US$3.9億

71 stks

2026-06-30

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

Post Oak Energy Holdings, LLC

CIK 0001911838

申報總市值

US$3.9億

1 stks

2026-06-30

Cdam

CIK 0001719387

申報總市值

US$3.9億

12 stks

2026-06-30

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

Stolper Co

CIK 0001808195

申報總市值

US$3.9億

91 stks

2026-06-30

Osprey Private Wealth LLC

CIK 0002041805

申報總市值

US$3.9億

88 stks

2026-06-30

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

Slotnik Capital, LLC

CIK 0001963764

申報總市值

US$3.9億

28 stks

2026-06-30

LOM Asset Management Ltd

CIK 0002077907

申報總市值

US$3.9億

279 stks

2026-06-30

Donoghue Forlines LLC

CIK 0001702435

申報總市值

US$3.9億

114 stks

2026-06-30

Rudius Management LP

CIK 0001835407

申報總市值

US$3.9億

7 stks

2026-06-30

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

Prairiewood Capital, LLC

CIK 0001839695

申報總市值

US$3.9億

81 stks

2026-06-30

Gate City Capital Management, LLC

CIK 0001705447

申報總市值

US$3.9億

17 stks

2026-06-30

Topline Capital Management, LLC

CIK 0001792549

申報總市值

US$3.9億

36 stks

2026-06-30

Baron Wealth Management LLC

CIK 0001968507

申報總市值

US$3.9億

304 stks

2026-06-30

Independence Financial Advisors, LLC

CIK 0002066080

申報總市值

US$3.9億

55 stks

2026-06-30

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

Capital Innovations LLC

CIK 0001596076

申報總市值

US$3.9億

51 stks

2026-06-30

United Airlines Holdings, Inc.

CIK 0000100517

申報總市值

US$3.9億

4 stks

2026-06-30

VectorGlobal IAG, Inc.

CIK 0001845843

申報總市值

US$3.9億

323 stks

2026-03-31

Seneca Financial Advisors LLC

CIK 0002082922

申報總市值

US$3.9億

66 stks

2026-06-30

Cutler Capital Management, LLC

CIK 0001353098

申報總市值

US$3.9億

124 stks

2026-06-30

Windsor Capital Management, LLC

CIK 0001543100

申報總市值

US$3.8億

127 stks

2026-06-30

Pinnacle Bancorp, Inc.

CIK 0001703383

申報總市值

US$3.8億

921 stks

2026-06-30

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

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

Reik & Co., LLC

CIK 0001388028

申報總市值

US$3.8億

79 stks

2026-06-30

Independence Asset Advisors, LLC

CIK 0002010929

申報總市值

US$3.8億

25 stks

2026-06-30

Client 1st Advisory Group, LLC

CIK 0001802816

申報總市值

US$3.8億

146 stks

2026-06-30

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

Schusterman Interests, LLC

CIK 0001857024

申報總市值

US$3.8億

9 stks

2026-06-30

Sand Grove Capital Management LLP

CIK 0001665077

申報總市值

US$3.8億

14 stks

2026-06-30

Hoxton Planning & Management, LLC

CIK 0001954782

申報總市值

US$3.8億

227 stks

2026-06-30

Parus Finance

CIK 0001611519

申報總市值

US$3.8億

37 stks

2026-06-30

Paragon Private Wealth Management, LLC

CIK 0001922684

申報總市值

US$3.8億

373 stks

2026-06-30

Claris Advisors, LLC / Mo /

CIK 0001905092

申報總市值

US$3.8億

74 stks

2026-06-30

RV Capital AG

CIK 0001766596

申報總市值

US$3.8億

13 stks

2026-06-30

Vectors Research Management, LLC

CIK 0001750557

申報總市值

US$3.8億

148 stks

2026-06-30

EnCap Partners GP, LLC

CIK 0001726182

申報總市值

US$3.8億

2 stks

2025-12-31

資料過舊，未更新

Financial Advisory Partners, LLC

CIK 0001994252

申報總市值

US$3.8億

74 stks

2026-06-30

Congruence Capital, LLC

CIK 0002085569

申報總市值

US$3.8億

56 stks

2026-06-30

Fiduciary Financial Services Of THE Southwest Inc /tx

CIK 0001079373

申報總市值

US$3.8億

148 stks

2019-12-31

資料過舊，未更新

Schorn Wealth LLC

CIK 0001792851

申報總市值

US$3.8億

80 stks

2026-06-30

Alpha Financial Advisors, LLC

CIK 0001972138

申報總市值

US$3.8億

159 stks

2026-06-30

Cherrydale Wealth Management, LLC

CIK 0001907327

申報總市值

US$3.8億

84 stks

2026-06-30

Cosmic Management, LLC

CIK 0002113747

申報總市值

US$3.8億

5 stks

2026-06-30

Jacobus Wealth Management, Inc.

CIK 0001501542

申報總市值

US$3.8億

207 stks

2017-09-30

資料過舊，未更新

Southside Capital, LLC

CIK 0001732093

申報總市值

US$3.8億

70 stks

2019-12-31

資料過舊，未更新

Flagship Ventures Fund Iv, L.p.

CIK 0001503559

申報總市值

US$3.8億

3 stks

2016-03-31

資料過舊，未更新

Reby Advisors, LLC

CIK 0001674502

申報總市值

US$3.8億

618 stks

2020-12-31

資料過舊，未更新

Gilliland Jeter Wealth Management LLC

CIK 0002009886

申報總市值

US$3.8億

195 stks

2026-06-30

Odey Asset Management Group Ltd

CIK 0001512596

申報總市值

US$3.8億

24 stks

2023-03-31

資料過舊，未更新

Private Client Services, LLC

CIK 0001457005

申報總市值

US$3.8億

229 stks

2026-06-30

Selective Wealth Management, Inc.

CIK 0001755670

申報總市值

US$3.8億

136 stks

2026-06-30

Northcape Wealth Management, LLC

CIK 0001902806

申報總市值

US$3.8億

144 stks

2026-06-30

Leeward Financial Partners, LLC

CIK 0001735201

申報總市值

US$3.8億

108 stks

2026-06-30

Weybosset Research & Management LLC

CIK 0001280604

申報總市值

US$3.8億

32 stks

2026-06-30

CJM Wealth Advisers, Ltd.

CIK 0001992748

申報總市值

US$3.8億

78 stks

2026-06-30

Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group

CIK 0002033881

申報總市值

US$3.8億

27 stks

2026-06-30

Sweeney & Michel, LLC

CIK 0001979556

申報總市值

US$3.8億

164 stks

2026-06-30

Whetstone Capital Advisors, LLC

CIK 0001607278

申報總市值

US$3.8億

68 stks

2026-06-30

Briaud Financial Planning Inc

CIK 0001800586

申報總市值

US$3.8億

42 stks

2026-06-30

Hobbs Group Advisors, LLC

CIK 0002012280

申報總市值

US$3.8億

205 stks

2026-06-30

Arrowgrass Capital Partners (us) LP

CIK 0001454288

申報總市值

US$3.8億

65 stks

2019-12-31

資料過舊，未更新

Advanced Asset Management Advisors Inc

CIK 0001075444

申報總市值

US$3.8億

85 stks

2026-06-30

Financial Insights, Inc.

CIK 0001642058

申報總市值

US$3.8億

147 stks

2026-06-30

Corre Partners Management, LLC

CIK 0001537323

申報總市值

US$3.8億

4 stks

2026-06-30

Managed Account Services Inc

CIK 0001696656

申報總市值

US$3.8億

106 stks

2021-09-30

資料過舊，未更新

Corbenic Partners LLC

CIK 0001568298

申報總市值

US$3.8億

230 stks

2022-06-30

資料過舊，未更新

ShankerValleau Wealth Advisors, Inc.

CIK 0001903273

申報總市值

US$3.8億

40 stks

2026-06-30

Bridgefront Capital, LLC

CIK 0001725690

申報總市值

US$3.8億

486 stks

2026-06-30

顯示第 2,401-2,550 筆，共 7,401 間機構