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。

Quantum Private Wealth, LLC

CIK 0001929662

申報總市值

US$3.2億

165 stks

2026-03-31

Focused Alpha, LLC

CIK 0002105062

申報總市值

US$3.2億

247 stks

2026-03-31

AIMZ Investment Advisors, LLC

CIK 0001630365

申報總市值

US$3.2億

139 stks

2026-03-31

Bank Of Stockton

CIK 0001387723

申報總市值

US$3.2億

144 stks

2026-03-31

Sims Investment Management, LLC

CIK 0002053807

申報總市值

US$3.2億

184 stks

2026-06-30

University Of Chicago

CIK 0000314957

申報總市值

US$3.2億

13 stks

2026-03-31

Walker Financial Services, Inc.

CIK 0001965479

申報總市值

US$3.2億

45 stks

2026-06-30

Bayberry Capital Partners LP

CIK 0001771524

申報總市值

US$3.2億

30 stks

2026-03-31

Wealth Advisors of Iowa, LLC

CIK 0001803005

申報總市值

US$3.2億

87 stks

2026-03-31

Commonwealth Retirement Investments LLC

CIK 0001963787

申報總市值

US$3.2億

122 stks

2026-03-31

Gold Investment Management Ltd.

CIK 0002006008

申報總市值

US$3.2億

201 stks

2026-03-31

Tikvah Management LLC

CIK 0001606477

申報總市值

US$3.2億

21 stks

2026-03-31

Quantum Financial Planning Services, Inc.

CIK 0002050169

申報總市值

US$3.2億

58 stks

2026-06-30

DORVAL Corp

CIK 0001999144

申報總市值

US$3.2億

45 stks

2026-03-31

Bluescape Energy Partners LLC

CIK 0001629283

申報總市值

US$3.2億

5 stks

2026-03-31

Whelan Financial

CIK 0001894921

申報總市值

US$3.2億

88 stks

2026-03-31

Balance Wealth, LLC

CIK 0002065247

申報總市值

US$3.2億

149 stks

2026-03-31

Glassy Mountain Advisors, Inc.

CIK 0001914617

申報總市值

US$3.2億

77 stks

2026-03-31

MKT Advisors LLC

CIK 0001906802

申報總市值

US$3.2億

155 stks

2026-06-30

Sonoma Allocations LLC

CIK 0002084965

申報總市值

US$3.2億

118 stks

2026-06-30

Realta Investment Advisors

CIK 0001776792

申報總市值

US$3.2億

378 stks

2026-06-30

Hall Laurie J Trustee

CIK 0001388382

申報總市值

US$3.2億

267 stks

2026-06-30

Santori & Peters, Inc.

CIK 0001730959

申報總市值

US$3.2億

79 stks

2026-03-31

Hixon Zuercher, LLC

CIK 0001806752

申報總市值

US$3.2億

85 stks

2026-03-31

Town & Country Bank & Trust CO dba First Bankers Trust CO

CIK 0001327944

申報總市值

US$3.2億

153 stks

2026-06-30

Edenbrook Capital, LLC

CIK 0001666682

申報總市值

US$3.2億

28 stks

2026-03-31

Financial Life Advisors

CIK 0001730813

申報總市值

US$3.2億

52 stks

2026-03-31

Watershed Private Wealth LLC

CIK 0001965271

申報總市值

US$3.2億

111 stks

2026-03-31

Windmill Hill Asset Management Ltd

CIK 0001831132

申報總市值

US$3.2億

23 stks

2026-03-31

Brady Family Wealth, LLC

CIK 0001971456

申報總市值

US$3.2億

110 stks

2026-03-31

Strategic Capital Group LLC

CIK 0001536037

申報總市值

US$3.2億

263 stks

2014-06-30

資料過舊，未更新

Hugh Johnson Advisors LLC

CIK 0001336098

申報總市值

US$3.2億

93 stks

2019-06-30

資料過舊，未更新

Hamilton Capital Partners, LLC

CIK 0002037578

申報總市值

US$3.2億

30 stks

2026-03-31

Select Asset Management & Trust

CIK 0001600636

申報總市值

US$3.2億

93 stks

2026-03-31

Fortress Private Ledger, LLC

CIK 0001718251

申報總市值

US$3.2億

252 stks

2026-03-31

Quaker Wealth Management, LLC

CIK 0001733472

申報總市值

US$3.2億

975 stks

2026-03-31

EWG Elevate Inc.

CIK 0001765278

申報總市值

US$3.2億

119 stks

2025-09-30

資料過舊，未更新

Stephens Greth Foundation

CIK 0002107267

申報總市值

US$3.2億

4 stks

2026-03-31

Hazlett, Burt & Watson, INC.

CIK 0000046392

申報總市值

US$3.2億

14,170 stks

2026-03-31

Fairhaven Wealth Management, LLC

CIK 0001767056

申報總市值

US$3.2億

116 stks

2024-12-31

資料過舊，未更新

Burns Matteson Capital Management, LLC

CIK 0001894164

申報總市值

US$3.2億

196 stks

2026-06-30

Eaton-Cambridge Inc.

CIK 0002011052

申報總市值

US$3.2億

56 stks

2026-03-31

Paragon Private Wealth Management, LLC

CIK 0001922684

申報總市值

US$3.2億

361 stks

2026-03-31

Key Bridge Compliance, LLC

CIK 0001986042

申報總市值

US$3.2億

114 stks

2023-09-30

資料過舊，未更新

Gunma Bank,Ltd.

CIK 0001549449

申報總市值

US$3.2億

31 stks

2025-09-30

資料過舊，未更新

Oxler Private Wealth LLC

CIK 0001846002

申報總市值

US$3.2億

92 stks

2026-03-31

FSB Premier Wealth Management, INC.

CIK 0000887748

申報總市值

US$3.2億

251 stks

2026-03-31

Sagewood Asset Management LP

CIK 0001693636

申報總市值

US$3.2億

337 stks

2026-03-31

BCR Wealth Strategies, LLC

CIK 0001908380

申報總市值

US$3.2億

36 stks

2026-03-31

SAM Advisors, LLC

CIK 0001600944

申報總市值

US$3.2億

47 stks

2026-03-31

Jeppson Wealth Management, LLC

CIK 0001831263

申報總市值

US$3.2億

235 stks

2026-03-31

Storen Legacy Partners, LLC

CIK 0002116061

申報總市值

US$3.2億

102 stks

2026-03-31

Sound View Wealth Advisors, LLC

CIK 0001767243

申報總市值

US$3.2億

248 stks

2019-03-31

資料過舊，未更新

Karpas Strategies, LLC

CIK 0001127544

申報總市值

US$3.2億

117 stks

2024-06-30

資料過舊，未更新

Transatlantique Private Wealth LLC

CIK 0001935000

申報總市值

US$3.2億

206 stks

2025-12-31

資料過舊，未更新

Acima Private Wealth, LLC

CIK 0001761961

申報總市值

US$3.2億

177 stks

2026-03-31

Hi-Line Capital Management, LLC

CIK 0001776074

申報總市值

US$3.2億

32 stks

2026-03-31

Chanos & Co LP

CIK 0001446440

申報總市值

US$3.2億

32 stks

2023-09-30

資料過舊，未更新

Equita Financial Network, Inc.

CIK 0001994461

申報總市值

US$3.2億

87 stks

2026-03-31

Auour Investments LLC

CIK 0001789310

申報總市值

US$3.2億

91 stks

2026-03-31

Carlson Capital, L.P.

CIK 0001056973

申報總市值

US$3.2億

72 stks

2026-03-31

Ascension Capital Advisors, Inc.

CIK 0001689227

申報總市值

US$3.2億

82 stks

2026-03-31

Wright Investors Service INC

CIK 0000108572

申報總市值

US$3.2億

238 stks

2026-03-31

Genesis Private Wealth, LLC

CIK 0001965529

申報總市值

US$3.2億

182 stks

2026-03-31

Solari Capital Management, LLC

CIK 0002006967

申報總市值

US$3.2億

1 stks

2025-09-30

資料過舊，未更新

Mills Wealth Advisors LLC

CIK 0002029294

申報總市值

US$3.2億

76 stks

2026-06-30

TigerOak Management, L.L.C.

CIK 0002052586

申報總市值

US$3.2億

126 stks

2026-03-31

Boothe Investment Group, Inc.

CIK 0001749798

申報總市值

US$3.2億

38 stks

2026-06-30

Gen-Wealth Partners Inc

CIK 0002023375

申報總市值

US$3.2億

728 stks

2026-03-31

Crestmont Private Wealth LLC

CIK 0001873372

申報總市值

US$3.2億

105 stks

2026-03-31

Cisco Systems, Inc.

CIK 0000858877

申報總市值

US$3.2億

3 stks

2026-03-31

Ticino Wealth

CIK 0002105416

申報總市值

US$3.2億

135 stks

2026-06-30

Deer VII & Co. Ltd.

CIK 0001540726

申報總市值

US$3.2億

1 stks

2021-09-30

資料過舊，未更新

Keewaydin Investments LLC

CIK 0002055512

申報總市值

US$3.2億

16 stks

2026-03-31

C Partners Holding GmbH

CIK 0001634083

申報總市值

US$3.2億

8 stks

2026-03-31

Chautauqua Capital Management

CIK 0001564721

申報總市值

US$3.2億

26 stks

2015-12-31

資料過舊，未更新

Rowland Carmichael Advisors INC /adv

CIK 0000825052

申報總市值

US$3.2億

378 stks

2020-12-31

資料過舊，未更新

Etfidea, LLC

CIK 0001957148

申報總市值

US$3.2億

113 stks

2024-09-30

資料過舊，未更新

Ceros Financial Services Inc.

CIK 0001536022

申報總市值

US$3.2億

192 stks

2019-03-31

資料過舊，未更新

Olde Wealth Management, LLC

CIK 0001840760

申報總市值

US$3.2億

116 stks

2026-03-31

ID Management A/S

CIK 0001571626

申報總市值

US$3.2億

316 stks

2016-06-30

資料過舊，未更新

Reilly Herbert Faulkner III

CIK 0001599813

申報總市值

US$3.2億

56 stks

2021-03-31

資料過舊，未更新

IMZ Advisory Inc

CIK 0002017735

申報總市值

US$3.2億

38 stks

2026-06-30

Gerald Baker Financial Group LLC

CIK 0002133489

申報總市值

US$3.2億

114 stks

2026-03-31

Enzi Wealth

CIK 0001887441

申報總市值

US$3.2億

77 stks

2026-06-30

MTM Investment Management, LLC

CIK 0001831416

申報總市值

US$3.2億

709 stks

2026-03-31

Mars Jewett Financial Group, INC.

CIK 0002079098

申報總市值

US$3.2億

37 stks

2026-03-31

KHIS Custodian LP

CIK 0002055575

申報總市值

US$3.2億

1 stks

2026-03-31

Sterling Financial Group, Inc.

CIK 0001991301

申報總市值

US$3.2億

73 stks

2025-09-30

資料過舊，未更新

AH Equity Partners LSV I, L.L.C.

CIK 0001772287

申報總市值

US$3.2億

4 stks

2023-09-30

資料過舊，未更新

Partnervest Advisory Services LLC

CIK 0001532516

申報總市值

US$3.2億

313 stks

2020-09-30

資料過舊，未更新

Waterford Advisors, LLC

CIK 0001960657

申報總市值

US$3.2億

57 stks

2026-03-31

Trinity Wealth Management, LLC

CIK 0001685364

申報總市值

US$3.2億

75 stks

2026-06-30

Orion Investment Co

CIK 0002033920

申報總市值

US$3.2億

69 stks

2026-03-31

Vert Asset Management LLC

CIK 0001904664

申報總市值

US$3.2億

48 stks

2026-03-31

Timonier Family Office, LTD.

CIK 0002038170

申報總市值

US$3.2億

56 stks

2025-12-31

資料過舊，未更新

Seven Fleet Capital Management LP

CIK 0002092021

申報總市值

US$3.2億

114 stks

2026-03-31

Kirtland Hills Capital Management, LLC

CIK 0002019084

申報總市值

US$3.1億

156 stks

2026-03-31

Nine Ten Capital Management LLC

CIK 0001635236

申報總市值

US$3.1億

8 stks

2026-03-31

Spectrum Asset Management, Inc. (NB/CA)

CIK 0001632078

申報總市值

US$3.1億

121 stks

2026-03-31

High Point Bank & Trust Co

CIK 0001156185

申報總市值

US$3.1億

547 stks

2016-12-31

資料過舊，未更新

Heritage Oak Wealth Advisors LLC

CIK 0002035533

申報總市值

US$3.1億

73 stks

2026-03-31

Steward Financial Group LLC

CIK 0001906349

申報總市值

US$3.1億

1,629 stks

2023-09-30

資料過舊，未更新

Essential Planning, LLC.

CIK 0001949824

申報總市值

US$3.1億

85 stks

2026-03-31

Whitegate Investment Counselors, Inc.

CIK 0001667102

申報總市值

US$3.1億

68 stks

2026-03-31

Roberts Financial Services LLC

CIK 0001767602

申報總市值

US$3.1億

31 stks

2026-03-31

Tandem Financial, LLC

CIK 0002049157

申報總市值

US$3.1億

98 stks

2026-03-31

Sentry LLC

CIK 0002004474

申報總市值

US$3.1億

118 stks

2026-03-31

Moseley Investment Management INC

CIK 0000906396

申報總市值

US$3.1億

163 stks

2026-03-31

Ameliora Wealth Management Ltd.

CIK 0001910168

申報總市值

US$3.1億

232 stks

2026-03-31

Purus Wealth Management, LLC

CIK 0001844250

申報總市值

US$3.1億

157 stks

2026-03-31

Etesian Wealth Advisors, Inc.

CIK 0001997586

申報總市值

US$3.1億

138 stks

2026-03-31

Nova R Wealth, Inc.

CIK 0001729457

申報總市值

US$3.1億

90 stks

2026-03-31

Juniper Investment Company, LLC

CIK 0001794034

申報總市值

US$3.1億

9 stks

2026-03-31

White Mountains Insurance Group LTD

CIK 0000776867

申報總市值

US$3.1億

2 stks

2026-03-31

Silver Coast Investments LLC

CIK 0002012033

申報總市值

US$3.1億

119 stks

2026-03-31

Raleigh Capital Management Inc.

CIK 0001911726

申報總市值

US$3.1億

610 stks

2026-06-30

FDx Advisors, Inc.

CIK 0001566601

申報總市值

US$3.1億

183 stks

2026-03-31

Flynn Zito Capital Management, LLC

CIK 0001857144

申報總市值

US$3.1億

158 stks

2026-03-31

StoneCrest Wealth Management, Inc.

CIK 0002008409

申報總市值

US$3.1億

73 stks

2026-06-30

First Citizens Asset Management, Inc.

CIK 0001964116

申報總市值

US$3.1億

30 stks

2026-06-30

Pegasus Asset Management, Inc.

CIK 0001729049

申報總市值

US$3.1億

67 stks

2026-03-31

Kercheville Advisors, LLC

CIK 0001890748

申報總市值

US$3.1億

106 stks

2026-03-31

Worth Asset Management, LLC

CIK 0001927285

申報總市值

US$3.1億

603 stks

2026-06-30

StrongBox Wealth, LLC

CIK 0001812155

申報總市值

US$3.1億

95 stks

2026-03-31

Beacon Wealthcare LLC

CIK 0001849336

申報總市值

US$3.1億

26 stks

2026-06-30

California First Leasing CORP

CIK 0000803016

申報總市值

US$3.1億

39 stks

2026-03-31

Elyxium Wealth, LLC

CIK 0002043538

申報總市值

US$3.1億

644 stks

2026-03-31

Midwest Heritage Bank, FSB

CIK 0001906805

申報總市值

US$3.1億

51 stks

2026-03-31

Portland Investment Counsel INC.

CIK 0001081668

申報總市值

US$3.1億

55 stks

2026-03-31

Towne Trust Company, N.A

CIK 0001102256

申報總市值

US$3.1億

349 stks

2026-03-31

Five Oceans Advisors

CIK 0001876326

申報總市值

US$3.1億

204 stks

2026-06-30

WR Wealth Planners, LLC

CIK 0002031978

申報總市值

US$3.1億

1,104 stks

2024-12-31

資料過舊，未更新

Thompson Rubinstein Investment Management INC /or/

CIK 0000825161

申報總市值

US$3.1億

78 stks

2019-03-31

資料過舊，未更新

Applied Capital LLC

CIK 0001862965

申報總市值

US$3.1億

54 stks

2026-06-30

Tradewinds, LLC.

CIK 0001932342

申報總市值

US$3.1億

153 stks

2026-03-31

Jump Trading, LLC

CIK 0001520770

申報總市值

US$3.1億

531 stks

2019-03-31

資料過舊，未更新

Firethorn Wealth Partners, LLC

CIK 0001845743

申報總市值

US$3.1億

201 stks

2026-06-30

Bonness Enterprises INC

CIK 0001105471

申報總市值

US$3.1億

56 stks

2026-06-30

IronBridge Private Wealth, LLC

CIK 0001850996

申報總市值

US$3.1億

78 stks

2026-03-31

Redwood Grove Capital, LLC

CIK 0001691170

申報總市值

US$3.1億

22 stks

2026-03-31

Atle Fund Management AB

CIK 0001381843

申報總市值

US$3.1億

39 stks

2026-03-31

Consolidated Capital Management, LLC

CIK 0001666613

申報總市值

US$3.1億

74 stks

2026-03-31

Iat Reinsurance Co LTD.

CIK 0001633625

申報總市值

US$3.1億

67 stks

2026-03-31

Seven Post Investment Office LP

CIK 0001554308

申報總市值

US$3.1億

36 stks

2026-03-31

TSA Wealth Managment LLC

CIK 0001963669

申報總市值

US$3.1億

105 stks

2026-03-31

Stephens Consulting, LLC

CIK 0001961632

申報總市值

US$3.1億

476 stks

2025-12-31

資料過舊，未更新

Symphony Asset Management LLC

CIK 0001030815

申報總市值

US$3.1億

41 stks

2020-06-30

資料過舊，未更新

Pinnacle Holdings, LLC

CIK 0001411784

申報總市值

US$3.1億

233 stks

2026-03-31

Cloverfields Capital Group, LP

CIK 0001819581

申報總市值

US$3.1億

91 stks

2026-03-31