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。

Denver Wealth Management, Inc.

CIK 0001909800

申報總市值

US$3.5億

109 stks

2026-06-30

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

Riverview Capital Advisers, LLC

CIK 0001962933

申報總市值

US$3.5億

88 stks

2026-06-30

Auour Investments LLC

CIK 0001789310

申報總市值

US$3.5億

95 stks

2026-06-30

Future Fund LLC

CIK 0001911970

申報總市值

US$3.5億

118 stks

2026-06-30

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

Timelo Investment Management Inc.

CIK 0001851296

申報總市值

US$3.5億

49 stks

2026-06-30

Parkshore Wealth Management, Inc.

CIK 0002024251

申報總市值

US$3.5億

72 stks

2026-06-30

PCJ Investment Counsel Ltd.

CIK 0001426318

申報總市值

US$3.5億

62 stks

2026-06-30

Tieton Capital Management, LLC

CIK 0001381954

申報總市值

US$3.5億

37 stks

2026-06-30

Pines Wealth Management, LLC

CIK 0002037426

申報總市值

US$3.5億

219 stks

2026-06-30

First United Bank & Trust

CIK 0001214183

申報總市值

US$3.5億

589 stks

2026-06-30

DORVAL Corp

CIK 0001999144

申報總市值

US$3.5億

49 stks

2026-06-30

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

Highview Capital Management LLC/DE/

CIK 0001903786

申報總市值

US$3.5億

118 stks

2026-06-30

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

Select Asset Management & Trust

CIK 0001600636

申報總市值

US$3.5億

96 stks

2026-06-30

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

CPA Asset Management Group, LLC

CIK 0001963967

申報總市值

US$3.5億

97 stks

2026-06-30

Argyle Capital Management, LLC

CIK 0001321194

申報總市值

US$3.5億

138 stks

2026-06-30

Investment Advisory Services Inc /tx /adv

CIK 0000925953

申報總市值

US$3.5億

140 stks

2026-06-30

DHJJ Financial Advisors, Ltd.

CIK 0001844716

申報總市值

US$3.5億

1,082 stks

2026-06-30

Key Client Fiduciary Advisors, LLC

CIK 0001912612

申報總市值

US$3.5億

232 stks

2026-06-30

Keewaydin Investments LLC

CIK 0002055512

申報總市值

US$3.5億

18 stks

2026-06-30

Brady Family Wealth, LLC

CIK 0001971456

申報總市值

US$3.5億

113 stks

2026-06-30

Corbyn Investment Management Inc/md

CIK 0000919538

申報總市值

US$3.5億

66 stks

2026-06-30

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

Technology Crossover Management VIII, Ltd.

CIK 0001626282

申報總市值

US$3.5億

5 stks

2026-06-30

RR Advisors, LLC

CIK 0001322613

申報總市值

US$3.5億

25 stks

2026-06-30

Front Row Advisors LLC

CIK 0001729254

申報總市值

US$3.5億

576 stks

2026-06-30

Matthew 25 Management Corp

CIK 0001351431

申報總市值

US$3.5億

20 stks

2026-06-30

Lonestar Capital Management LLC

CIK 0001317410

申報總市值

US$3.5億

29 stks

2026-06-30

Enavate Sciences GP, LLC

CIK 0001953107

申報總市值

US$3.5億

7 stks

2026-06-30

Muhlenkamp & Co Inc

CIK 0001133219

申報總市值

US$3.5億

28 stks

2026-06-30

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

West Family Investments, Inc.

CIK 0001568303

申報總市值

US$3.5億

468 stks

2026-06-30

Westwood Wealth Management

CIK 0001861125

申報總市值

US$3.4億

43 stks

2026-06-30

Sender Co & Partners, Inc.

CIK 0001659380

申報總市值

US$3.4億

120 stks

2026-06-30

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

Alaethes Wealth, LLC

CIK 0001859677

申報總市值

US$3.4億

111 stks

2026-06-30

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

Acima Private Wealth, LLC

CIK 0001761961

申報總市值

US$3.4億

173 stks

2026-06-30

Hamilton Capital Partners, LLC

CIK 0002037578

申報總市值

US$3.4億

32 stks

2026-06-30

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

Highland Peak Capital, LLC

CIK 0001961320

申報總市值

US$3.4億

13 stks

2026-06-30

Quaker Wealth Management, LLC

CIK 0001733472

申報總市值

US$3.4億

970 stks

2026-06-30

Eleva Capital SAS

CIK 0002054496

申報總市值

US$3.4億

24 stks

2026-06-30

Capital Planning LLC

CIK 0001790688

申報總市值

US$3.4億

88 stks

2026-06-30

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

PFW Advisors LLC

CIK 0001989744

申報總市值

US$3.4億

124 stks

2026-06-30

Wealthstar Advisors, LLC

CIK 0001602224

申報總市值

US$3.4億

114 stks

2026-06-30

Nova R Wealth, Inc.

CIK 0001729457

申報總市值

US$3.4億

86 stks

2026-06-30

Orion Investment Co

CIK 0002033920

申報總市值

US$3.4億

73 stks

2026-06-30

Saranac Partners Ltd

CIK 0002098745

申報總市值

US$3.4億

117 stks

2026-06-30

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

Solus Alternative Asset Management LP

CIK 0001407737

申報總市值

US$3.4億

10 stks

2026-06-30

Idaho Trust Co

CIK 0001568069

申報總市值

US$3.4億

146 stks

2026-06-30

Bcwm, LLC

CIK 0001542165

申報總市值

US$3.4億

57 stks

2026-06-30

Jacobsen Capital Management

CIK 0001782491

申報總市值

US$3.4億

126 stks

2026-06-30

Ferguson Shapiro LLC

CIK 0001767433

申報總市值

US$3.4億

91 stks

2026-06-30

Owl Creek Wealth Partners LLC

CIK 0002133805

申報總市值

US$3.4億

1,289 stks

2026-06-30

Western Financial Corp/CA

CIK 0001954480

申報總市值

US$3.4億

132 stks

2026-06-30

Roberts Financial Services LLC

CIK 0001767602

申報總市值

US$3.4億

33 stks

2026-06-30

Verger Capital Management LLC

CIK 0001627417

申報總市值

US$3.4億

13 stks

2026-06-30

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

Northstar Asset Management Inc

CIK 0000869304

申報總市值

US$3.4億

91 stks

2026-06-30

McCollum Christoferson Group LLC

CIK 0001727573

申報總市值

US$3.4億

80 stks

2026-06-30

Hixon Zuercher, LLC

CIK 0001806752

申報總市值

US$3.4億

88 stks

2026-06-30

Aikya Investment Management Ltd

CIK 0002005403

申報總市值

US$3.4億

5 stks

2026-06-30

Coalescence Partners Investment Management, LP

CIK 0001759662

申報總市值

US$3.4億

12 stks

2026-06-30

Avaii Wealth Management, LLC

CIK 0001904431

申報總市值

US$3.4億

176 stks

2026-06-30

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

Warner Financial, Inc

CIK 0001927175

申報總市值

US$3.4億

145 stks

2026-06-30

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

ODonnell Financial Services, LLC

CIK 0001730962

申報總市值

US$3.4億

74 stks

2026-06-30

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

Heritage Oak Wealth Advisors LLC

CIK 0002035533

申報總市值

US$3.4億

101 stks

2026-06-30

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

Jeppson Wealth Management, LLC

CIK 0001831263

申報總市值

US$3.4億

242 stks

2026-06-30

Brilliance Asset Management LTD

CIK 0001665751

申報總市值

US$3.4億

11 stks

2026-06-30

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

Haverford Financial Services, Inc.

CIK 0001347683

申報總市值

US$3.4億

49 stks

2026-06-30

New Insight Wealth Advisors

CIK 0002022328

申報總市值

US$3.4億

120 stks

2026-06-30

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

1492 Capital Management LLC

CIK 0001584087

申報總市值

US$3.4億

133 stks

2026-06-30

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

East Coast Asset Management, LLC.

CIK 0001579254

申報總市值

US$3.4億

67 stks

2026-06-30

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

Fore Capital, LLC

CIK 0001714672

申報總市值

US$3.4億

67 stks

2026-06-30

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

Etesian Wealth Advisors, Inc.

CIK 0001997586

申報總市值

US$3.4億

141 stks

2026-06-30

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

Castle Wealth Management LLC

CIK 0001936420

申報總市值

US$3.4億

143 stks

2026-06-30

Elite Wealth Management, Inc.

CIK 0001622757

申報總市值

US$3.4億

47 stks

2026-06-30

Shayne & Jacobs, LLC

CIK 0001484085

申報總市值

US$3.4億

129 stks

2026-06-30

Corundum Group, Inc.

CIK 0001486083

申報總市值

US$3.4億

112 stks

2026-06-30

Lehman & Derafelo Financial Resources LLC

CIK 0001767952

申報總市值

US$3.4億

110 stks

2022-12-31

資料過舊，未更新

Consilium Wealth Advisory, LLC

CIK 0001904906

申報總市值

US$3.4億

101 stks

2026-06-30

Northern Right Capital Management, L.P.

CIK 0001346543

申報總市值

US$3.4億

27 stks

2026-06-30

Ameliora Wealth Management Ltd.

CIK 0001910168

申報總市值

US$3.4億

229 stks

2026-06-30

Riverwater Partners LLC

CIK 0001882572

申報總市值

US$3.4億

209 stks

2026-06-30

BFI Infinity Ltd.

CIK 0002043810

申報總市值

US$3.4億

64 stks

2026-06-30

Bank OZK

CIK 0001569650

申報總市值

US$3.4億

280 stks

2026-06-30

AlphaGrep UK Ltd

CIK 0002148988

申報總市值

US$3.4億

721 stks

2026-06-30

Amtrust Financial Services, Inc.

CIK 0001365555

申報總市值

US$3.4億

15 stks

2026-06-30

Roth Financial Partners LLC

CIK 0001840888

申報總市值

US$3.4億

33 stks

2026-06-30

Strategic Financial Concepts, LLC

CIK 0001870686

申報總市值

US$3.4億

239 stks

2026-06-30

Forum Private Client Group LLC

CIK 0001910636

申報總市值

US$3.4億

86 stks

2026-06-30

Silver Coast Investments LLC

CIK 0002012033

申報總市值

US$3.4億

121 stks

2026-06-30

Oldfather Financial Services, LLC

CIK 0001775530

申報總市值

US$3.4億

98 stks

2025-12-31

資料過舊，未更新

Greenfield Seitz Capital Management, LLC

CIK 0002097528

申報總市值

US$3.4億

107 stks

2026-06-30

Red Lighthouse Investment Management, LLC

CIK 0001962166

申報總市值

US$3.4億

85 stks

2026-06-30

Adirondack Trust Co

CIK 0001054257

申報總市值

US$3.4億

640 stks

2026-06-30

OneAscent Wealth Management LLC

CIK 0001844707

申報總市值

US$3.4億

169 stks

2026-06-30

Weber Alan W

CIK 0001139986

申報總市值

US$3.4億

82 stks

2020-12-31

資料過舊，未更新

Jessup Wealth Management, Inc

CIK 0001963536

申報總市值

US$3.4億

81 stks

2026-06-30

Pennant Investors, LP

CIK 0001759176

申報總市值

US$3.3億

16 stks

2026-06-30

TPG Financial Advisors, LLC

CIK 0001706669

申報總市值

US$3.3億

81 stks

2026-06-30

Seaview Investment Managers LLC

CIK 0001832158

申報總市值

US$3.3億

257 stks

2026-06-30

Spinecap SAS

CIK 0002011727

申報總市值

US$3.3億

16 stks

2026-06-30

BHK Investment Advisors, LLC

CIK 0001710539

申報總市值

US$3.3億

79 stks

2026-06-30

Trustees of Dartmouth College

CIK 0001599404

申報總市值

US$3.3億

11 stks

2026-06-30

Arkfeld Wealth Strategies, L.L.C.

CIK 0001789382

申報總市值

US$3.3億

119 stks

2026-06-30

Wealth High Governance Capital Ltda

CIK 0002028828

申報總市值

US$3.3億

35 stks

2026-06-30

Core Alternative Capital

CIK 0001776878

申報總市值

US$3.3億

201 stks

2026-06-30

Saiph Capital, LLC

CIK 0002052658

申報總市值

US$3.3億

131 stks

2026-06-30

Slagle Financial, LLC

CIK 0001984918

申報總市值

US$3.3億

127 stks

2026-06-30

Persistent Asset Partners Ltd

CIK 0002056052

申報總市值

US$3.3億

961 stks

2026-06-30

Henry James International Management Inc.

CIK 0001750423

申報總市值

US$3.3億

91 stks

2026-06-30

Elevation Wealth Partners, LLC

CIK 0001976256

申報總市值

US$3.3億

1,305 stks

2026-06-30

Carnick & Kubik, LLC

CIK 0001555900

申報總市值

US$3.3億

1,014 stks

2016-03-31

資料過舊，未更新

Alta Fundamental Advisers LLC

CIK 0001641604

申報總市值

US$3.3億

26 stks

2026-06-30

Gimbel Daniel Scott

CIK 0001867040

申報總市值

US$3.3億

3 stks

2026-06-30

Orion Resource Partners (usa) LP

CIK 0001714217

申報總市值

US$3.3億

4 stks

2024-03-31

資料過舊，未更新

Costello Asset Management, INC

CIK 0001760145

申報總市值

US$3.3億

710 stks

2026-06-30

S&t Bank/pa

CIK 0001010911

申報總市值

US$3.3億

554 stks

2026-06-30

Goepper Burkhardt LLC

CIK 0001844142

申報總市值

US$3.3億

99 stks

2026-06-30

Susquehanna Foundation

CIK 0001728195

申報總市值

US$3.3億

4 stks

2024-09-30

資料過舊，未更新

Vista Investment Management

CIK 0001740140

申報總市值

US$3.3億

181 stks

2026-06-30

Ducere Wealth Management LLC

CIK 0002083656

申報總市值

US$3.3億

135 stks

2026-06-30

Joseph P. Lucia & Associates, LLC

CIK 0001775391

申報總市值

US$3.3億

188 stks

2026-06-30

Steadview Capital Management LLC

CIK 0001844008

申報總市值

US$3.3億

14 stks

2026-06-30

Tandem Financial, LLC

CIK 0002049157

申報總市值

US$3.3億

101 stks

2026-06-30

Canopy Partners, LLC

CIK 0001960860

申報總市值

US$3.3億

256 stks

2026-06-30

顯示第 2,851-3,000 筆，共 7,401 間機構