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。

Gilliland Jeter Wealth Management LLC

CIK 0002009886

申報總市值

US$3.4億

184 stks

2026-03-31

Nkcfo LLC

CIK 0001757282

申報總市值

US$3.4億

106 stks

2026-03-31

WIM INVESTMENT MANAGEMENT Ltd

CIK 0002042565

申報總市值

US$3.4億

20 stks

2026-03-31

Sterling Financial Planning, Inc.

CIK 0001844278

申報總市值

US$3.4億

117 stks

2026-03-31

Shayne & Jacobs, LLC

CIK 0001484085

申報總市值

US$3.4億

129 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

Freedom Investment Management, Inc.

CIK 0001566653

申報總市值

US$3.4億

153 stks

2026-03-31

Shoker Investment Counsel, Inc.

CIK 0001599623

申報總市值

US$3.4億

109 stks

2026-03-31

Schiavi & Co LLC

CIK 0001840014

申報總市值

US$3.4億

51 stks

2026-03-31

BFI Infinity Ltd.

CIK 0002043810

申報總市值

US$3.4億

64 stks

2026-06-30

Comprehensive Financial Consultants Institutional, Inc.

CIK 0001915714

申報總市值

US$3.4億

193 stks

2026-03-31

Team Hewins, LLC

CIK 0001964760

申報總市值

US$3.4億

41 stks

2026-03-31

WT Wealth Management

CIK 0001780507

申報總市值

US$3.4億

138 stks

2026-03-31

Roth Financial Partners LLC

CIK 0001840888

申報總市值

US$3.4億

33 stks

2026-06-30

Leeward Financial Partners, LLC

CIK 0001735201

申報總市值

US$3.4億

97 stks

2026-03-31

Sanofi

CIK 0001121404

申報總市值

US$3.4億

9 stks

2026-03-31

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

Adirondack Trust Co

CIK 0001054257

申報總市值

US$3.4億

640 stks

2026-06-30

Haverford Financial Services, Inc.

CIK 0001347683

申報總市值

US$3.4億

46 stks

2026-03-31

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

Kooman & Associates

CIK 0001961850

申報總市值

US$3.4億

51 stks

2026-03-31

Passive Capital Management, LLC.

CIK 0001958250

申報總市值

US$3.3億

104 stks

2026-03-31

VSM Wealth Advisory, LLC

CIK 0002050660

申報總市值

US$3.3億

505 stks

2026-03-31

Red Wave Investments LLC

CIK 0001846493

申報總市值

US$3.3億

113 stks

2026-03-31

Private Client Services, LLC

CIK 0001457005

申報總市值

US$3.3億

208 stks

2026-03-31

PARUS FINANCE (UK) Ltd

CIK 0001611519

申報總市值

US$3.3億

37 stks

2026-03-31

Arkfeld Wealth Strategies, L.L.C.

CIK 0001789382

申報總市值

US$3.3億

119 stks

2026-06-30

Hobbs Group Advisors, LLC

CIK 0002012280

申報總市值

US$3.3億

160 stks

2026-03-31

Baron Wealth Management LLC

CIK 0001968507

申報總市值

US$3.3億

279 stks

2026-03-31

Montanaro Asset Management Ltd

CIK 0001831133

申報總市值

US$3.3億

42 stks

2026-03-31

Pine Harbor Wealth Management, LLC

CIK 0002016051

申報總市值

US$3.3億

102 stks

2026-03-31

Martin Investment Management, LLC

CIK 0001511888

申報總市值

US$3.3億

46 stks

2026-03-31

Sandy Cove Advisors, LLC

CIK 0001908217

申報總市值

US$3.3億

144 stks

2026-03-31

Prudent Man Advisors, LLC

CIK 0001817174

申報總市值

US$3.3億

135 stks

2026-03-31

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

Valley Forge Investment Consultants INC Adv

CIK 0000920655

申報總市值

US$3.3億

83 stks

2026-03-31

Atlas Wealth LLC

CIK 0001964106

申報總市值

US$3.3億

115 stks

2026-03-31

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

Tilson Financial Group, Inc.

CIK 0001964820

申報總市值

US$3.3億

79 stks

2026-03-31

Aurdan Capital Management, LLC

CIK 0002057382

申報總市值

US$3.3億

88 stks

2026-03-31

Wealth High Governance Capital Ltda

CIK 0002028828

申報總市值

US$3.3億

46 stks

2026-03-31

Westend Capital Management, LLC

CIK 0001331997

申報總市值

US$3.3億

254 stks

2026-03-31

Family Legacy, Inc.

CIK 0001706016

申報總市值

US$3.3億

124 stks

2026-03-31

Baker Boyer National Bank

CIK 0001079398

申報總市值

US$3.3億

119 stks

2026-03-31

Harbor Advisory CORP /ma/

CIK 0001100710

申報總市值

US$3.3億

79 stks

2026-03-31

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

McCollum Christoferson Group LLC

CIK 0001727573

申報總市值

US$3.3億

77 stks

2026-03-31

MSA Advisors, LLC

CIK 0001040410

申報總市值

US$3.3億

50 stks

2026-03-31

MADDEN SECURITIES Corp

CIK 0001803566

申報總市值

US$3.3億

113 stks

2026-03-31

LFL Advisers, LLC

CIK 0001694127

申報總市值

US$3.3億

9 stks

2026-03-31

Rench Wealth Management, Inc.

CIK 0001599016

申報總市值

US$3.3億

62 stks

2026-03-31

Relaxing Retirement Coach

CIK 0001728449

申報總市值

US$3.3億

76 stks

2023-06-30

資料過舊，未更新

Agilis Partners LLC

CIK 0001633903

申報總市值

US$3.3億

25 stks

2024-12-31

資料過舊，未更新

Iams Wealth Management, LLC

CIK 0001998182

申報總市值

US$3.3億

190 stks

2026-06-30

Court Place Advisors, LLC

CIK 0001566113

申報總市值

US$3.3億

147 stks

2025-09-30

資料過舊，未更新

Pure Portfolios Holdings LLC

CIK 0002041678

申報總市值

US$3.3億

104 stks

2025-12-31

資料過舊，未更新

Prodigy Asset Management LLC

CIK 0001956244

申報總市值

US$3.3億

29 stks

2026-06-30

Monolith Management Ltd

CIK 0002008306

申報總市值

US$3.3億

33 stks

2026-03-31

Juniper Capital Advisors, L.P.

CIK 0002011609

申報總市值

US$3.3億

2 stks

2026-03-31

Knuff & Co LLC

CIK 0001768089

申報總市值

US$3.3億

134 stks

2026-03-31

360 Financial, Inc.

CIK 0001802324

申報總市值

US$3.3億

80 stks

2026-03-31

EDENTREE ASSET MANAGEMENT Ltd

CIK 0001980273

申報總市值

US$3.3億

65 stks

2026-03-31

Crestview Partners IV GP, L.P.

CIK 0001818687

申報總市值

US$3.3億

2 stks

2026-03-31

PL Capital Advisors, LLC

CIK 0001569147

申報總市值

US$3.3億

30 stks

2026-03-31

Greenfield Seitz Capital Management, LLC

CIK 0002097528

申報總市值

US$3.3億

111 stks

2026-03-31

Regis Management CO LLC

CIK 0001352776

申報總市值

US$3.3億

39 stks

2024-06-30

資料過舊，未更新

Fiduciary Planning LLC

CIK 0001792851

申報總市值

US$3.3億

76 stks

2026-03-31

Ghost Tree Capital, LLC

CIK 0001595851

申報總市值

US$3.3億

54 stks

2024-09-30

資料過舊，未更新

Quattro Financial Advisors LLC

CIK 0001705929

申報總市值

US$3.3億

91 stks

2026-03-31

Hidden Lake Asset Management LP

CIK 0001750312

申報總市值

US$3.3億

28 stks

2026-03-31

Reliant Wealth Planning

CIK 0001823393

申報總市值

US$3.3億

51 stks

2026-03-31

Windsor Creek Advisors, LLC

CIK 0001766553

申報總市值

US$3.3億

108 stks

2021-12-31

資料過舊，未更新

Intersect Capital LLC

CIK 0001633861

申報總市值

US$3.3億

345 stks

2022-06-30

資料過舊，未更新

Impact Capital Partners LLC

CIK 0002054916

申報總市值

US$3.3億

276 stks

2026-03-31

Provident Wealth Management, LLC

CIK 0001799797

申報總市值

US$3.3億

134 stks

2026-03-31

Argonautica Private Wealth Management, INC

CIK 0001931870

申報總市值

US$3.3億

183 stks

2026-03-31

Payne Capital Management, LLC

CIK 0001994332

申報總市值

US$3.3億

79 stks

2026-03-31

Lighthouse Financial Advisors, Inc.

CIK 0001623210

申報總市值

US$3.3億

108 stks

2021-03-31

資料過舊，未更新

Next Capital Management LLC

CIK 0001752762

申報總市值

US$3.3億

134 stks

2026-03-31

Norman Fields, Gottscho Capital Management, LLC

CIK 0001352449

申報總市值

US$3.3億

64 stks

2026-06-30

Maniro Ltd

CIK 0002102426

申報總市值

US$3.3億

25 stks

2026-03-31

Acadia Trust NA

CIK 0000872078

申報總市值

US$3.3億

137 stks

2016-09-30

資料過舊，未更新

Aspiring Ventures, LLC

CIK 0001738640

申報總市值

US$3.3億

171 stks

2026-03-31

Live Your Vision, LLC

CIK 0001484721

申報總市值

US$3.3億

288 stks

2019-03-31

資料過舊，未更新

Guardian Wealth Management, LLC

CIK 0002095373

申報總市值

US$3.3億

30 stks

2026-03-31

Blueshift Asset Management, LLC

CIK 0001727827

申報總市值

US$3.3億

484 stks

2026-03-31

Anchyra Partners LLC

CIK 0002107106

申報總市值

US$3.3億

275 stks

2026-03-31

Clear Perspective Advisors, LLC

CIK 0001704677

申報總市值

US$3.3億

181 stks

2021-12-31

資料過舊，未更新

Kentucky Farm Bureau Mutual Insurance Co

CIK 0002131132

申報總市值

US$3.3億

65 stks

2026-03-31

Client 1st Advisory Group, LLC

CIK 0001802816

申報總市值

US$3.3億

141 stks

2026-03-31

Cardinal Point Wealth Management Partners, LLC

CIK 0001909054

申報總市值

US$3.3億

80 stks

2023-03-31

資料過舊，未更新

BCS Private Wealth Management, Inc.

CIK 0002044001

申報總市值

US$3.3億

186 stks

2026-03-31

Clearbridge, LLC

CIK 0000820330

申報總市值

US$3.3億

88 stks

2018-12-31

資料過舊，未更新

Buttonwood Financial Advisors Inc.

CIK 0001904033

申報總市值

US$3.3億

110 stks

2026-06-30

Sensible Money, LLC

CIK 0001965229

申報總市值

US$3.3億

86 stks

2026-03-31

Encompass Wealth Advisors, LLC

CIK 0001849614

申報總市值

US$3.3億

109 stks

2026-06-30

Graybill Wealth Management, LTD.

CIK 0001252007

申報總市值

US$3.3億

86 stks

2026-03-31

CJM Wealth Advisers, Ltd.

CIK 0001992748

申報總市值

US$3.3億

72 stks

2026-03-31

Metropolitan Life Insurance Co/NY

CIK 0000728618

申報總市值

US$3.3億

11 stks

2026-03-31

B.O.S.S. Retirement Advisors, LLC

CIK 0001964810

申報總市值

US$3.3億

174 stks

2026-03-31

King Street Capital Management, L.p.

CIK 0001218199

申報總市值

US$3.3億

11 stks

2026-03-31

Bastion Asset Management Inc.

CIK 0001977794

申報總市值

US$3.3億

65 stks

2026-03-31

Your Advocates Ltd., LLP

CIK 0001774437

申報總市值

US$3.3億

233 stks

2026-03-31

Aft, Forsyth & Sober, LLC

CIK 0001566801

申報總市值

US$3.3億

62 stks

2026-03-31

Sava Penzisko Drushtvo A.d. Skopje

CIK 0002094371

申報總市值

US$3.3億

26 stks

2026-03-31

Lenox Wealth Management, Inc.

CIK 0001464332

申報總市值

US$3.3億

810 stks

2020-06-30

資料過舊，未更新

Glenview State Bank Trust Dept.

CIK 0001598244

申報總市值

US$3.3億

222 stks

2021-06-30

資料過舊，未更新

Stiles Financial Services Inc

CIK 0001904832

申報總市值

US$3.3億

177 stks

2026-03-31

Lucha Capital Management, LP

CIK 0001688171

申報總市值

US$3.3億

27 stks

2019-09-30

資料過舊，未更新

Menlo Ventures Management, L.P.

CIK 0001911541

申報總市值

US$3.3億

3 stks

2026-03-31

JCIC Asset Management Inc.

CIK 0001492040

申報總市值

US$3.3億

113 stks

2026-03-31

Johanson Financial Advisors, Inc.

CIK 0001665589

申報總市值

US$3.3億

129 stks

2021-12-31

資料過舊，未更新

Reston Wealth Management LLC

CIK 0001767617

申報總市值

US$3.3億

62 stks

2026-03-31

J. H. Whitney Equity Partners VI, LLC

CIK 0001394517

申報總市值

US$3.3億

1 stks

2026-03-31

Investor's Fiduciary Advisor Network, LLC

CIK 0002044901

申報總市值

US$3.3億

270 stks

2026-03-31

Verde Servicos Internacionais S.A.

CIK 0001629290

申報總市值

US$3.3億

50 stks

2026-03-31

Capital Investment Management, Inc.

CIK 0002124549

申報總市值

US$3.3億

132 stks

2026-06-30

Boone Capital Management LLC

CIK 0001882053

申報總市值

US$3.3億

13 stks

2026-03-31

Alpha Financial Advisors, LLC

CIK 0001972138

申報總市值

US$3.3億

62 stks

2026-03-31

Core Wealth Management, Inc.

CIK 0001965150

申報總市值

US$3.3億

40 stks

2026-03-31

ER Collective Holdings, LLC

CIK 0002059227

申報總市值

US$3.3億

1 stks

2026-03-31

Vigilare Wealth Management

CIK 0001730889

申報總市值

US$3.3億

123 stks

2026-06-30

DG Capital Management, LLC

CIK 0001512716

申報總市值

US$3.3億

25 stks

2026-03-31

Allegis Investment Advisors, LLC

CIK 0001666610

申報總市值

US$3.3億

212 stks

2018-03-31

資料過舊，未更新

Forza Wealth Management, LLC

CIK 0001963030

申報總市值

US$3.3億

194 stks

2026-06-30

Ceeto Capital Group, LLC

CIK 0001722439

申報總市值

US$3.3億

164 stks

2026-03-31

Snow Phipps Group, LLC

CIK 0001698661

申報總市值

US$3.3億

2 stks

2026-06-30

Northstar Asset Management INC

CIK 0000869304

申報總市值

US$3.3億

86 stks

2026-03-31

Family Wealth Partners, LLC

CIK 0002016217

申報總市值

US$3.3億

109 stks

2026-06-30

TFR Capital, LLC.

CIK 0002059325

申報總市值

US$3.3億

190 stks

2026-03-31

Whitnell & Co.

CIK 0001569173

申報總市值

US$3.3億

274 stks

2019-12-31

資料過舊，未更新

Chesapeake Wealth Management

CIK 0001730383

申報總市值

US$3.3億

262 stks

2026-03-31

Cook Street Consulting, Inc.

CIK 0001916464

申報總市值

US$3.3億

2 stks

2024-03-31

資料過舊，未更新

Boyd Watterson Asset Management Llc/oh

CIK 0001121477

申報總市值

US$3.3億

390 stks

2026-03-31

Sage Financial Management Group, Inc.

CIK 0001762086

申報總市值

US$3.3億

57 stks

2026-03-31

Morling Financial Advisors, LLC

CIK 0001905198

申報總市值

US$3.3億

108 stks

2026-03-31

Knox Lane LP

CIK 0002109564

申報總市值

US$3.3億

1 stks

2026-03-31

Edmond De Rothschild (suisse) S.a.

CIK 0001650162

申報總市值

US$3.3億

458 stks

2016-09-30

資料過舊，未更新

DSC Meridian Capital LP

CIK 0001970572

申報總市值

US$3.3億

19 stks

2026-03-31

Wellington Grp LLC

CIK 0002134013

申報總市值

US$3.2億

394 stks

2026-03-31

Taylor Hoffman Capital Management LLC

CIK 0002042493

申報總市值

US$3.2億

116 stks

2026-03-31

Proquility Private Wealth Partners, LLC

CIK 0001844911

申報總市值

US$3.2億

82 stks

2025-03-31

資料過舊，未更新

25 LLC

CIK 0001968777

申報總市值

US$3.2億

69 stks

2026-03-31

Grey Rock Energy Management, LLC

CIK 0002053459

申報總市值

US$3.2億

1 stks

2026-03-31

Athos Capital Ltd

CIK 0001681662

申報總市值

US$3.2億

44 stks

2026-03-31

Broadview Advisors LLC

CIK 0001255858

申報總市值

US$3.2億

70 stks

2019-06-30

資料過舊，未更新

Equius Partners, Inc.

CIK 0001911084

申報總市值

US$3.2億

28 stks

2022-12-31

資料過舊，未更新

Indiana Trust & Investment Management Co

CIK 0001356407

申報總市值

US$3.2億

494 stks

2026-03-31