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。

PCJ Investment Counsel Ltd.

CIK 0001426318

申報總市值

US$3.5億

59 stks

2026-03-31

Brown Miller Wealth Management, LLC

CIK 0001840084

申報總市值

US$3.5億

270 stks

2026-03-31

Acorn Capital Advisors, LLC

CIK 0002054410

申報總市值

US$3.5億

22 stks

2026-03-31

Precocity Capital LP

CIK 0001671811

申報總市值

US$3.5億

41 stks

2018-12-31

資料過舊，未更新

Vision Retirement, LLC

CIK 0002069023

申報總市值

US$3.5億

649 stks

2026-03-31

HTG Investment Advisors, Inc.

CIK 0001963875

申報總市值

US$3.5億

85 stks

2026-03-31

Enavate Sciences Gp, LLC

CIK 0001953107

申報總市值

US$3.5億

7 stks

2026-03-31

Shelter Haven Capital Management, L.P.

CIK 0001757975

申報總市值

US$3.5億

11 stks

2021-12-31

資料過舊，未更新

Colton Groome Financial Advisors, LLC

CIK 0001780330

申報總市值

US$3.5億

137 stks

2026-03-31

Alaethes Wealth, LLC

CIK 0001859677

申報總市值

US$3.5億

124 stks

2026-03-31

LifeGuide Financial Advisors, LLC

CIK 0001908585

申報總市值

US$3.5億

47 stks

2026-06-30

Jamison Eaton & Wood INC /nj

CIK 0000886920

申報總市值

US$3.5億

113 stks

2015-03-31

資料過舊，未更新

Fiduciary Family Office, LLC

CIK 0002020280

申報總市值

US$3.5億

179 stks

2026-03-31

PhiloSmith Capital Corp

CIK 0001942361

申報總市值

US$3.5億

58 stks

2026-03-31

Spider Management Company, LLC

CIK 0001791621

申報總市值

US$3.5億

5 stks

2026-03-31

Steph & Co

CIK 0000941519

申報總市值

US$3.5億

301 stks

2026-03-31

Hamel Associates, INC.

CIK 0001599760

申報總市值

US$3.5億

81 stks

2026-03-31

Columbia Bank

CIK 0002017259

申報總市值

US$3.5億

261 stks

2026-03-31

Ping Capital Management, INC.

CIK 0001804352

申報總市值

US$3.5億

83 stks

2026-03-31

Engrave Wealth Partners LLC

CIK 0001806222

申報總市值

US$3.5億

80 stks

2023-12-31

資料過舊，未更新

First Niagara Bank

CIK 0001061304

申報總市值

US$3.5億

398 stks

2016-06-30

資料過舊，未更新

PKO BP BANKOWY Universal Pension Society JSC

CIK 0002055875

申報總市值

US$3.5億

13 stks

2026-06-30

Wealth Management Partners, LLC

CIK 0001843294

申報總市值

US$3.5億

147 stks

2026-03-31

Retirement Financial Solutions, LLC

CIK 0001962532

申報總市值

US$3.5億

53 stks

2026-03-31

Tradition Asset Management LLC

CIK 0001778396

申報總市值

US$3.5億

178 stks

2020-06-30

資料過舊，未更新

Pineridge Advisors LLC

CIK 0002012421

申報總市值

US$3.5億

460 stks

2025-09-30

資料過舊，未更新

Cornerstone Retirement Group, Inc.

CIK 0001791803

申報總市值

US$3.5億

33 stks

2023-09-30

資料過舊，未更新

Bruce & Co., Inc.

CIK 0001358331

申報總市值

US$3.5億

41 stks

2026-03-31

Kb Financial Partners, LLC

CIK 0001864910

申報總市值

US$3.5億

581 stks

2023-09-30

資料過舊，未更新

MGB Wealth Management, LLC

CIK 0002015822

申報總市值

US$3.5億

308 stks

2025-12-31

資料過舊，未更新

Websterrogers Financial Advisors, LLC

CIK 0001841757

申報總市值

US$3.5億

95 stks

2026-03-31

Pennsylvania Capital Management INC /adv

CIK 0001004140

申報總市值

US$3.5億

112 stks

2026-03-31

Srh Advisors, LLC

CIK 0001512779

申報總市值

US$3.5億

278 stks

2026-03-31

Merck & Co., Inc.

CIK 0000310158

申報總市值

US$3.5億

14 stks

2026-03-31

Lloyd Advisory Services, LLC.

CIK 0001802474

申報總市值

US$3.5億

865 stks

2026-03-31

Kingdom Financial Group LLC.

CIK 0001962236

申報總市值

US$3.5億

865 stks

2026-03-31

Global Assets Advisory, LLC

CIK 0001942932

申報總市值

US$3.5億

506 stks

2026-03-31

Carmel Capital Management L.L.C.

CIK 0001878547

申報總市值

US$3.5億

25 stks

2026-03-31

Planned Solutions, Inc.

CIK 0001831332

申報總市值

US$3.5億

155 stks

2026-06-30

Robinswood Financial LLC

CIK 0002139748

申報總市值

US$3.5億

435 stks

2026-06-30

Endeavor Private Wealth, INC.

CIK 0001906023

申報總市值

US$3.5億

406 stks

2026-03-31

Ironwood Wealth Management, LLC.

CIK 0001692820

申報總市值

US$3.5億

47 stks

2026-03-31

Nokomis Capital, L.L.C.

CIK 0001541055

申報總市值

US$3.5億

55 stks

2026-03-31

Dixon Hughes Goodman Wealth Advisors LLC

CIK 0001906545

申報總市值

US$3.5億

1,034 stks

2022-03-31

資料過舊，未更新

11 Capital Partners LP

CIK 0001801172

申報總市值

US$3.5億

20 stks

2026-03-31

Creative Capital Management Investments LLC

CIK 0001957363

申報總市值

US$3.5億

324 stks

2026-03-31

LOM Asset Management Ltd

CIK 0002077907

申報總市值

US$3.5億

278 stks

2026-03-31

Argos Wealth Advisors, LLC

CIK 0001809154

申報總市值

US$3.5億

202 stks

2026-03-31

Gill Capital Partners, LLC

CIK 0000729563

申報總市值

US$3.5億

701 stks

2026-03-31

William Harris Investors INC

CIK 0000928204

申報總市值

US$3.5億

129 stks

2016-12-31

資料過舊，未更新

Lanham O'Dell & Company, Inc.

CIK 0001926344

申報總市值

US$3.5億

40 stks

2025-12-31

資料過舊，未更新

Harvest Capital Management Inc

CIK 0001105876

申報總市值

US$3.5億

102 stks

2019-06-30

資料過舊，未更新

Investment Advisory Services INC /tx /adv

CIK 0000925953

申報總市值

US$3.5億

140 stks

2026-06-30

Weybosset Research & Management LLC

CIK 0001280604

申報總市值

US$3.5億

33 stks

2026-03-31

Key Client Fiduciary Advisors, LLC

CIK 0001912612

申報總市值

US$3.5億

232 stks

2026-06-30

Winmill & Co. INC

CIK 0000052234

申報總市值

US$3.5億

79 stks

2026-03-31

Fi3 FINANCIAL ADVISORS, LLC

CIK 0001862427

申報總市值

US$3.5億

218 stks

2026-03-31

Vance Wealth, LLC

CIK 0001910854

申報總市值

US$3.5億

118 stks

2026-03-31

Archipel Asset Management AB

CIK 0001536725

申報總市值

US$3.5億

129 stks

2014-09-30

資料過舊，未更新

CGC Financial Services, LLC

CIK 0001992785

申報總市值

US$3.5億

331 stks

2026-03-31

Mariner Investment Group LLC

CIK 0001096978

申報總市值

US$3.5億

108 stks

2026-03-31

Prairiewood Capital, LLC

CIK 0001839695

申報總市值

US$3.5億

77 stks

2026-03-31

Philadelphia Financial Management of San Francisco, LLC

CIK 0001351407

申報總市值

US$3.5億

43 stks

2026-03-31

Osprey Private Wealth LLC

CIK 0002041805

申報總市值

US$3.5億

77 stks

2026-03-31

Bear Mountain Capital, Inc.

CIK 0002009419

申報總市值

US$3.5億

214 stks

2026-06-30

G&S Capital LLC

CIK 0001731448

申報總市值

US$3.5億

156 stks

2026-06-30

Aikya Investment Management Ltd

CIK 0002005403

申報總市值

US$3.4億

4 stks

2026-03-31

Ten Capital Wealth Advisors, LLC

CIK 0001832212

申報總市值

US$3.4億

200 stks

2023-06-30

資料過舊，未更新

Fieldpoint Private Securities, LLC

CIK 0001706170

申報總市值

US$3.4億

1,592 stks

2022-06-30

資料過舊，未更新

III Capital Management

CIK 0001783139

申報總市值

US$3.4億

58 stks

2026-03-31

Presidio Capital Management, LLC

CIK 0001931750

申報總市值

US$3.4億

79 stks

2026-03-31

S.E.E.D. Planning Group LLC

CIK 0001765515

申報總市值

US$3.4億

89 stks

2026-03-31

Greenlea Lane Capital Management, LLC

CIK 0001766504

申報總市值

US$3.4億

9 stks

2026-03-31

Threadgill Financial, LLC

CIK 0001814104

申報總市值

US$3.4億

44 stks

2026-03-31

Geisinger Health

CIK 0001946205

申報總市值

US$3.4億

5 stks

2024-06-30

資料過舊，未更新

Flagship Wealth Advisors, LLC

CIK 0002036117

申報總市值

US$3.4億

394 stks

2025-12-31

資料過舊，未更新

Field & Main Bank

CIK 0001594492

申報總市值

US$3.4億

326 stks

2026-03-31

Smart Money Group LLC

CIK 0001728866

申報總市值

US$3.4億

84 stks

2026-03-31

Thrive Capital Management, LLC

CIK 0001765681

申報總市值

US$3.4億

5 stks

2026-03-31

Ballast Advisors LLC

CIK 0001803415

申報總市值

US$3.4億

401 stks

2026-03-31

Cedar Wealth Management, LLC

CIK 0001665642

申報總市值

US$3.4億

89 stks

2026-03-31

Long Walk Management LP

CIK 0001869470

申報總市值

US$3.4億

11 stks

2026-03-31

Warburg Pincus LLC

CIK 0001162870

申報總市值

US$3.4億

3 stks

2026-03-31

Puzo Michael J

CIK 0001053914

申報總市值

US$3.4億

379 stks

2026-03-31

Eleva Capital SAS

CIK 0002054496

申報總市值

US$3.4億

24 stks

2026-03-31

Tucker Asset Management LLC

CIK 0001870012

申報總市值

US$3.4億

1,080 stks

2025-12-31

資料過舊，未更新

Joule Financial, LLC

CIK 0001929070

申報總市值

US$3.4億

114 stks

2026-03-31

Palo Alto Wealth Advisors, LLC

CIK 0001964382

申報總市值

US$3.4億

64 stks

2025-09-30

資料過舊，未更新

HawsGoodwin Investment Management LLC

CIK 0001799500

申報總市值

US$3.4億

113 stks

2021-12-31

資料過舊，未更新

Lawson Kroeker Investment Management Inc/ne

CIK 0001013701

申報總市值

US$3.4億

59 stks

2026-03-31

Westbourne Investment Advisors, Inc.

CIK 0001650092

申報總市值

US$3.4億

115 stks

2026-03-31

PFW Advisors LLC

CIK 0001989744

申報總市值

US$3.4億

124 stks

2026-06-30

Acorn Wealth Advisors, LLC

CIK 0001730610

申報總市值

US$3.4億

264 stks

2026-03-31

M. Kraus & Co

CIK 0001593688

申報總市值

US$3.4億

81 stks

2026-03-31

SS&H Financial Advisors, Inc.

CIK 0001911735

申報總市值

US$3.4億

125 stks

2025-12-31

資料過舊，未更新

Fieldview Capital Management, LLC

CIK 0002040221

申報總市值

US$3.4億

468 stks

2026-03-31

Van Strum & Towne INC.

CIK 0001080173

申報總市值

US$3.4億

111 stks

2026-03-31

Mass Ave Global Inc.

CIK 0001910663

申報總市值

US$3.4億

33 stks

2022-12-31

資料過舊，未更新

Consilio Wealth Advisors, LLC

CIK 0001908944

申報總市值

US$3.4億

101 stks

2026-03-31

Vectors Research Management, LLC

CIK 0001750557

申報總市值

US$3.4億

142 stks

2026-03-31

Regimen Wealth, LLC

CIK 0001963863

申報總市值

US$3.4億

70 stks

2026-03-31

WIT Partners Advisory Pte. Ltd.

CIK 0002000043

申報總市值

US$3.4億

16 stks

2026-03-31

Slotnik Capital, LLC

CIK 0001963764

申報總市值

US$3.4億

27 stks

2026-03-31

Ferguson Shapiro LLC

CIK 0001767433

申報總市值

US$3.4億

91 stks

2026-06-30

Yakira Capital Management, Inc.

CIK 0001584639

申報總市值

US$3.4億

196 stks

2026-03-31

Grandview Asset Management LLC

CIK 0001766791

申報總市值

US$3.4億

137 stks

2026-03-31

SMART Wealth LLC

CIK 0002044723

申報總市值

US$3.4億

207 stks

2026-03-31

Findell Capital Management LLC

CIK 0001814465

申報總市值

US$3.4億

18 stks

2026-03-31

Yeomans Consulting Group, Inc.

CIK 0002014739

申報總市值

US$3.4億

113 stks

2025-12-31

資料過舊，未更新

Seneca Financial Advisors LLC

CIK 0002082922

申報總市值

US$3.4億

64 stks

2026-03-31

EntryPoint Capital, LLC

CIK 0001992519

申報總市值

US$3.4億

731 stks

2026-03-31

Intergy Private Wealth, LLC

CIK 0001911342

申報總市值

US$3.4億

123 stks

2026-03-31

Crestview Partners II GP, L.P.

CIK 0001505639

申報總市值

US$3.4億

3 stks

2026-03-31

Missouri Trust & Investment Co

CIK 0001908186

申報總市值

US$3.4億

411 stks

2026-03-31

Keystone Financial Services

CIK 0001865158

申報總市值

US$3.4億

259 stks

2026-03-31

Cornell Pochily Investment Advisors, Inc.

CIK 0001736260

申報總市值

US$3.4億

174 stks

2026-03-31

Main Street Group, LTD

CIK 0001965796

申報總市值

US$3.4億

1,558 stks

2026-03-31

Berry Street Capital Management LLP

CIK 0001804007

申報總市值

US$3.4億

29 stks

2023-09-30

資料過舊，未更新

Act Wealth Management, LLC

CIK 0001814191

申報總市值

US$3.4億

64 stks

2026-06-30

Walled Lake Planning & Wealth Management, LLC

CIK 0001812177

申報總市值

US$3.4億

136 stks

2026-03-31

Kidder Stephen W

CIK 0001314377

申報總市值

US$3.4億

327 stks

2026-03-31

Sweeney & Michel, LLC

CIK 0001979556

申報總市值

US$3.4億

145 stks

2026-03-31

Warner Financial, INC

CIK 0001927175

申報總市值

US$3.4億

145 stks

2026-06-30

First International Bank of Israel Ltd.

CIK 0002081196

申報總市值

US$3.4億

59 stks

2026-03-31

Greenbush Financial Group, LLC

CIK 0002061818

申報總市值

US$3.4億

35 stks

2026-06-30

Pineno Levin & Ford Asset Management, Inc.

CIK 0001390205

申報總市值

US$3.4億

119 stks

2021-12-31

資料過舊，未更新

Bell Asset Management Ltd

CIK 0001681004

申報總市值

US$3.4億

61 stks

2026-03-31

NewFocus Financial Group, LLC

CIK 0001599212

申報總市值

US$3.4億

118 stks

2020-12-31

資料過舊，未更新

Neumann Capital Management, LLC

CIK 0001631930

申報總市值

US$3.4億

102 stks

2026-03-31

Jackson Creek Investment Advisors LLC

CIK 0001831003

申報總市值

US$3.4億

293 stks

2026-03-31

River Street Advisors LLC

CIK 0001964897

申報總市值

US$3.4億

255 stks

2026-06-30

Monterey Private Wealth, Inc.

CIK 0001839826

申報總市值

US$3.4億

138 stks

2025-03-31

資料過舊，未更新

Sophron Capital Management L.P.

CIK 0002027142

申報總市值

US$3.4億

41 stks

2026-03-31

Myriad Asset Management Advisors LLC

CIK 0002069031

申報總市值

US$3.4億

47 stks

2026-03-31

Unified Trust Company, N.A.

CIK 0001765893

申報總市值

US$3.4億

83 stks

2021-09-30

資料過舊，未更新

Verger Capital Management LLC

CIK 0001627417

申報總市值

US$3.4億

13 stks

2026-03-31

Whitefort Capital Management, LP

CIK 0001884931

申報總市值

US$3.4億

20 stks

2026-03-31

Brilliance Asset Management LTD

CIK 0001665751

申報總市值

US$3.4億

16 stks

2026-03-31

Iron Horse Wealth Management, LLC

CIK 0001836270

申報總市值

US$3.4億

591 stks

2025-06-30

資料過舊，未更新

Pinnacle Bancorp, Inc.

CIK 0001703383

申報總市值

US$3.4億

885 stks

2026-03-31

Core Alternative Capital

CIK 0001776878

申報總市值

US$3.4億

205 stks

2026-03-31

Concentrum Wealth Management

CIK 0001765387

申報總市值

US$3.4億

111 stks

2026-03-31

Monarch Partners Asset Management LLC

CIK 0001568555

申報總市值

US$3.4億

133 stks

2022-12-31

資料過舊，未更新

Silverleafe Capital Partners, LLC

CIK 0001535611

申報總市值

US$3.4億

103 stks

2026-03-31

Source Financial Advisors LLC

CIK 0001830954

申報總市值

US$3.4億

167 stks

2024-09-30

資料過舊，未更新

US Financial Advisors, LLC

CIK 0001640420

申報總市值

US$3.4億

97 stks

2025-03-31

資料過舊，未更新

Hibernia Wealth Partners, LLC

CIK 0001950637

申報總市值

US$3.4億

196 stks

2026-03-31

Solitude Financial Services

CIK 0001839890

申報總市值

US$3.4億

39 stks

2026-03-31

Brightline Capital Management, LLC

CIK 0001432450

申報總市值

US$3.4億

9 stks

2026-03-31

Annapolis Financial Services, LLC

CIK 0001843110

申報總市值

US$3.4億

487 stks

2024-09-30

資料過舊，未更新