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。

Kennedy Investment Group, Inc.

CIK 0001978005

申報總市值

US$2.9億

146 stks

2026-06-30

TrustBank

CIK 0002107256

申報總市值

US$2.9億

175 stks

2026-06-30

Beacon Financial Planning, Inc

CIK 0001966066

申報總市值

US$2.9億

85 stks

2026-06-30

Torrey Growth & Income Advisors

CIK 0002087822

申報總市值

US$2.9億

108 stks

2026-06-30

Investor's Fiduciary Advisor Network, LLC

CIK 0002044901

申報總市值

US$2.9億

219 stks

2026-06-30

Mainsail Financial Group, LLC

CIK 0001961290

申報總市值

US$2.9億

72 stks

2026-06-30

Barings Real Estate Advisers LLC

CIK 0001379495

申報總市值

US$2.9億

38 stks

2016-12-31

資料過舊，未更新

Intrepid Financial Planning Group LLC

CIK 0001641296

申報總市值

US$2.9億

135 stks

2026-06-30

Landing Point Financial Group, LLC

CIK 0002025964

申報總市值

US$2.9億

99 stks

2026-06-30

Weitzel Financial Services, Inc.

CIK 0001846789

申報總市值

US$2.9億

51 stks

2026-06-30

Wealthedge Investment Advisors, LLC

CIK 0002058455

申報總市值

US$2.9億

143 stks

2026-06-30

Veridan Wealth LLC

CIK 0002052405

申報總市值

US$2.9億

86 stks

2026-06-30

Summit Creek Advisors LLC

CIK 0001333709

申報總市值

US$2.9億

64 stks

2026-06-30

Breakwater Investment Management

CIK 0002025925

申報總市值

US$2.9億

600 stks

2026-06-30

J Arnold Wealth Management Co

CIK 0001875202

申報總市值

US$2.9億

35 stks

2023-12-31

資料過舊，未更新

Decker Retirement Planning Inc.

CIK 0001975700

申報總市值

US$2.9億

441 stks

2026-06-30

Ancora Inverness, LLC

CIK 0001657660

申報總市值

US$2.9億

213 stks

2016-09-30

資料過舊，未更新

Meridian Financial Partners LLC

CIK 0001763722

申報總市值

US$2.9億

119 stks

2026-06-30

DC Investments Management, LLC

CIK 0001565951

申報總市值

US$2.9億

55 stks

2026-06-30

Wealth Advisors Northwest LLC

CIK 0002053892

申報總市值

US$2.9億

65 stks

2026-06-30

FIDELIS iM, LLC

CIK 0001894206

申報總市值

US$2.9億

27 stks

2026-06-30

Prudent Man Investment Management, Inc.

CIK 0002054263

申報總市值

US$2.9億

169 stks

2026-06-30

Zullo Investment Group, Inc.

CIK 0001909760

申報總市值

US$2.9億

157 stks

2026-06-30

Lhm, Inc.

CIK 0002009224

申報總市值

US$2.9億

24 stks

2026-06-30

Colorado Capital Management, Inc.

CIK 0001664147

申報總市值

US$2.9億

101 stks

2026-06-30

Stonehearth Capital Management, LLC

CIK 0001550191

申報總市值

US$2.9億

94 stks

2026-06-30

Samjo Management, LLC

CIK 0001986590

申報總市值

US$2.9億

83 stks

2026-06-30

Bay Rivers Group

CIK 0001798924

申報總市值

US$2.9億

126 stks

2026-06-30

Pacifica Capital Investments, LLC

CIK 0001486713

申報總市值

US$2.9億

15 stks

2026-06-30

Eagle Capital Management, LLC

CIK 0001600746

申報總市值

US$2.9億

50 stks

2026-06-30

JDM Financial Group LLC

CIK 0001960212

申報總市值

US$2.9億

332 stks

2026-06-30

Abbot Financial Management, Inc.

CIK 0001714341

申報總市值

US$2.9億

141 stks

2026-06-30

Muzinich & Co., Inc.

CIK 0001618824

申報總市值

US$2.9億

38 stks

2026-06-30

Archer Investment Management, LLC

CIK 0002052868

申報總市值

US$2.9億

110 stks

2026-06-30

Wellesley Investment Partners, LLC

CIK 0001669733

申報總市值

US$2.9億

103 stks

2020-09-30

資料過舊，未更新

Wittenberg Investment Management, Inc.

CIK 0001697790

申報總市值

US$2.9億

78 stks

2026-06-30

Salzhauer Michael

CIK 0001059543

申報總市值

US$2.9億

89 stks

2026-06-30

Marathon Wealth Advisors LLC

CIK 0002153211

申報總市值

US$2.9億

76 stks

2026-06-30

PineBridge Investments Asia Ltd

CIK 0002111095

申報總市值

US$2.9億

7 stks

2026-06-30

Heathbridge Capital Management Ltd.

CIK 0001503269

申報總市值

US$2.9億

28 stks

2026-06-30

Shore Point Advisors, LLC

CIK 0001907092

申報總市值

US$2.9億

77 stks

2026-06-30

Advisortrust Partners, LLC

CIK 0002115523

申報總市值

US$2.9億

199 stks

2026-06-30

Freshford Capital Management, LLC

CIK 0001459270

申報總市值

US$2.9億

63 stks

2026-06-30

Highlander Capital Management, LLC

CIK 0001519113

申報總市值

US$2.9億

955 stks

2024-03-31

資料過舊，未更新

SWAN Capital LLC

CIK 0001952722

申報總市值

US$2.9億

580 stks

2026-06-30

Roanoke Asset Management Corp/ Ny

CIK 0001089710

申報總市值

US$2.9億

93 stks

2025-03-31

資料過舊，未更新

Solstein Capital, LLC

CIK 0001730769

申報總市值

US$2.9億

434 stks

2026-06-30

Wade Financial Advisory, Inc

CIK 0001802670

申報總市值

US$2.9億

76 stks

2025-03-31

資料過舊，未更新

TFG Advisers LLC

CIK 0001806473

申報總市值

US$2.9億

208 stks

2025-06-30

資料過舊，未更新

Matthews International Capital Management LLC

CIK 0001028074

申報總市值

US$2.9億

32 stks

2026-06-30

GFS Private Wealth, LLC

CIK 0001728122

申報總市值

US$2.9億

48 stks

2017-12-31

資料過舊，未更新

Buckhead Capital Management LLC

CIK 0001133999

申報總市值

US$2.9億

149 stks

2026-06-30

Fidelity D & D Bancorp Inc

CIK 0001098151

申報總市值

US$2.9億

174 stks

2026-06-30

Trellis Wealth Advisors LLC

CIK 0001989031

申報總市值

US$2.9億

49 stks

2026-06-30

Yiheng Capital Management, L.P.

CIK 0001447228

申報總市值

US$2.9億

32 stks

2026-06-30

Lokken Investment Group LLC

CIK 0001842840

申報總市值

US$2.9億

148 stks

2025-09-30

資料過舊，未更新

Napean Trading & Investment Co

CIK 0002011874

申報總市值

US$2.9億

16 stks

2026-06-30

HS Management Partners, LLC

CIK 0001455253

申報總市值

US$2.9億

24 stks

2026-06-30

Iridian Asset Management Llc/ct

CIK 0001033427

申報總市值

US$2.9億

45 stks

2026-06-30

Maloon Powers Pitre Higgins & Dennehy, LLC

CIK 0002149656

申報總市值

US$2.9億

147 stks

2026-06-30

Tranquility Partners, LLC

CIK 0001783773

申報總市值

US$2.9億

232 stks

2026-06-30

Arch Capital Group LTD.

CIK 0000947484

申報總市值

US$2.9億

4 stks

2026-06-30

Power Wealth Management LLC

CIK 0002001039

申報總市值

US$2.9億

118 stks

2026-06-30

AMS Capital Ltda

CIK 0001717977

申報總市值

US$2.9億

14 stks

2026-06-30

Shared Vision Wealth Group LLC

CIK 0002008178

申報總市值

US$2.9億

114 stks

2026-06-30

Evelyn Partners Investment Management (Europe) Ltd

CIK 0002065055

申報總市值

US$2.9億

187 stks

2026-03-31

Strategic Investment Management, LLC

CIK 0000846633

申報總市值

US$2.9億

16 stks

2026-06-30

LifePlan Investment Advisors, Inc.

CIK 0002045484

申報總市值

US$2.9億

131 stks

2026-06-30

Visualize Group LP

CIK 0001994625

申報總市值

US$2.9億

11 stks

2026-06-30

Cowen Prime Advisors LLC

CIK 0001875920

申報總市值

US$2.9億

229 stks

2023-06-30

資料過舊，未更新

Nokomis Capital, L.L.C.

CIK 0001541055

申報總市值

US$2.9億

55 stks

2026-06-30

Bayberry Capital Partners LP

CIK 0001771524

申報總市值

US$2.9億

27 stks

2026-06-30

NerdWallet Wealth Partners, LLC

CIK 0002079593

申報總市值

US$2.9億

69 stks

2026-06-30

Foresite Capital Management IV, LLC

CIK 0001704132

申報總市值

US$2.9億

6 stks

2026-06-30

Trust CO of the Ozarks

CIK 0001425963

申報總市值

US$2.9億

303 stks

2015-09-30

資料過舊，未更新

Kite Lake Capital Management

CIK 0001687444

申報總市值

US$2.9億

16 stks

2026-06-30

SGL Investment Advisors, Inc.

CIK 0002043186

申報總市值

US$2.9億

131 stks

2026-06-30

Mccarter Private Wealth Services LLC

CIK 0002036922

申報總市值

US$2.9億

227 stks

2026-06-30

Resolute Capital, LLC

CIK 0002069920

申報總市值

US$2.9億

72 stks

2026-06-30

Viewpoint Investment Partners CORP

CIK 0001767457

申報總市值

US$2.9億

127 stks

2026-06-30

Kdi Capital Partners LLC

CIK 0001052174

申報總市值

US$2.9億

32 stks

2021-09-30

資料過舊，未更新

Bourne Lent Asset Management Inc

CIK 0001128286

申報總市值

US$2.9億

65 stks

2026-06-30

Ironwood Investment Management LLC

CIK 0001127761

申報總市值

US$2.9億

177 stks

2026-06-30

FCG Investment Co

CIK 0002011697

申報總市值

US$2.9億

118 stks

2026-06-30

Towerpoint Wealth, LLC

CIK 0001731445

申報總市值

US$2.9億

115 stks

2026-06-30

First Financial CORP /in/

CIK 0000714562

申報總市值

US$2.9億

404 stks

2026-06-30

Lion Street Advisors, LLC

CIK 0001801991

申報總市值

US$2.9億

224 stks

2025-09-30

資料過舊，未更新

Dravo Bay LLC

CIK 0001910389

申報總市值

US$2.9億

58 stks

2026-06-30

Codex Capital Asset Management L.L.C.

CIK 0002030542

申報總市值

US$2.9億

33 stks

2026-06-30

Wetzel Investment Advisors, Inc.

CIK 0002009211

申報總市值

US$2.9億

151 stks

2026-06-30

Stableford Capital Ii LLC

CIK 0001842089

申報總市值

US$2.9億

147 stks

2026-06-30

Daniels&Tansey,LLP

CIK 0001478179

申報總市值

US$2.9億

29 stks

2023-09-30

資料過舊，未更新

Crux Wealth Advisors

CIK 0002054270

申報總市值

US$2.9億

192 stks

2026-06-30

Concord Asset Management LLC

CIK 0001275124

申報總市值

US$2.9億

57 stks

2014-12-31

資料過舊，未更新

Obsidian Personal Planning Solutions LLC

CIK 0001909128

申報總市值

US$2.9億

119 stks

2025-09-30

資料過舊，未更新

FWG Holdings, LLC

CIK 0001862067

申報總市值

US$2.9億

127 stks

2026-06-30

Retirement Capital Strategies

CIK 0001672681

申報總市值

US$2.9億

68 stks

2026-06-30

5AM Venture Management, LLC

CIK 0001799883

申報總市值

US$2.9億

16 stks

2026-06-30

TKG Advisors, LLC

CIK 0001843275

申報總市值

US$2.9億

94 stks

2026-06-30

Alliance Private Wealth, LLC

CIK 0002109849

申報總市值

US$2.9億

82 stks

2026-06-30

First International Bank & Trust

CIK 0001910370

申報總市值

US$2.9億

84 stks

2025-09-30

資料過舊，未更新

Stewardship Financial Advisors, LLC

CIK 0001740729

申報總市值

US$2.9億

95 stks

2021-03-31

資料過舊，未更新

Investors Asset Management Of Georgia Inc /ga/ /adv

CIK 0000867926

申報總市值

US$2.9億

195 stks

2026-06-30

Financial Connections Group, Inc.

CIK 0001907157

申報總市值

US$2.9億

251 stks

2026-03-31

Maestria Partners LLC

CIK 0002000390

申報總市值

US$2.9億

14 stks

2026-06-30

Fernwood Investment Management, LLC

CIK 0001570296

申報總市值

US$2.9億

165 stks

2024-12-31

資料過舊，未更新

Owen LaRue, LLC

CIK 0001965328

申報總市值

US$2.9億

141 stks

2026-06-30

Cambridge Financial Group, Inc.

CIK 0001334199

申報總市值

US$2.9億

33 stks

2026-06-30

Murphy Pohlad Asset Management LLC

CIK 0001569148

申報總市值

US$2.9億

135 stks

2026-06-30

QTR Family Wealth, LLC

CIK 0002067954

申報總市值

US$2.9億

337 stks

2026-06-30

Ogborne Capital Management, LLC

CIK 0001619083

申報總市值

US$2.9億

13 stks

2026-06-30

Pavaki Capital Management LLC

CIK 0002143027

申報總市值

US$2.9億

163 stks

2026-06-30

Red Spruce Capital, LLC

CIK 0001795356

申報總市值

US$2.9億

94 stks

2026-06-30

Metavasi Capital LP

CIK 0001864835

申報總市值

US$2.9億

25 stks

2026-06-30

WealthStone, Inc.

CIK 0001548784

申報總市值

US$2.9億

276 stks

2021-03-31

資料過舊，未更新

Shira Ridge Wealth Management

CIK 0001961210

申報總市值

US$2.9億

83 stks

2026-06-30

O'ROURKE & COMPANY, Inc

CIK 0001911468

申報總市值

US$2.9億

177 stks

2026-06-30

AAFMAA Wealth Management & Trust LLC

CIK 0001846160

申報總市值

US$2.9億

131 stks

2026-06-30

Trueblood Wealth Management, LLC

CIK 0002005380

申報總市值

US$2.9億

261 stks

2026-06-30

Brown Financial Advisors

CIK 0002035548

申報總市值

US$2.9億

212 stks

2026-06-30

Sphera Management Technology Funds Ltd

CIK 0002030525

申報總市值

US$2.9億

86 stks

2026-06-30

Garda Capital Partners LP

CIK 0001666905

申報總市值

US$2.9億

12 stks

2026-06-30

Luken Investment Analytics, LLC

CIK 0001730546

申報總市值

US$2.9億

170 stks

2026-06-30

Penney Financial, LLC

CIK 0002049857

申報總市值

US$2.9億

53 stks

2026-06-30

Palisades Hudson Asset Management, L.P.

CIK 0001388443

申報總市值

US$2.9億

159 stks

2026-06-30

ICW Investment Advisors LLC

CIK 0001794820

申報總市值

US$2.9億

144 stks

2026-06-30

Bluestem Financial Advisors, LLC

CIK 0001820680

申報總市值

US$2.9億

34 stks

2026-06-30

Adaptive Financial Consulting, LLC

CIK 0001804717

申報總市值

US$2.9億

20 stks

2026-06-30

Lewis Asset Management, LLC

CIK 0002004520

申報總市值

US$2.9億

219 stks

2026-06-30

Alexander Labrunerie & Co., Inc.

CIK 0002024333

申報總市值

US$2.9億

151 stks

2026-06-30

Strait & Sound Wealth Management LLC

CIK 0001966210

申報總市值

US$2.9億

177 stks

2026-06-30

HFM Investment Advisors, LLC

CIK 0002067972

申報總市值

US$2.9億

1,293 stks

2026-06-30

Legal Advantage Investments, Inc.

CIK 0001841769

申報總市值

US$2.9億

77 stks

2026-06-30

New England Securities CORP /ma/

CIK 0000910316

申報總市值

US$2.9億

1,690 stks

2014-12-31

資料過舊，未更新

Blue Investment Partners LLC

CIK 0001958029

申報總市值

US$2.9億

52 stks

2025-06-30

資料過舊，未更新

Midwest Financial Group LLC

CIK 0001967193

申報總市值

US$2.9億

136 stks

2026-06-30

Choice Wealth Advisors LLC

CIK 0001842357

申報總市值

US$2.8億

35 stks

2026-06-30

TD Ameritrade Trust Co

CIK 0001568219

申報總市值

US$2.8億

21 stks

2019-03-31

資料過舊，未更新

MBE Wealth Management, LLC

CIK 0001775850

申報總市值

US$2.8億

170 stks

2026-06-30

Radnor Financial Advisors, LLC

CIK 0001660405

申報總市值

US$2.8億

27 stks

2022-09-30

資料過舊，未更新

Formula Growth LTD

CIK 0001093219

申報總市值

US$2.8億

145 stks

2026-06-30

Advantage Trust Co

CIK 0002009346

申報總市值

US$2.8億

197 stks

2026-06-30

Vivid Wealth Management, LLC

CIK 0002007281

申報總市值

US$2.8億

73 stks

2026-06-30

Horan Securities, Inc.

CIK 0001671623

申報總市值

US$2.8億

152 stks

2025-06-30

資料過舊，未更新

Triad Financial Advisors, Inc.

CIK 0001925074

申報總市值

US$2.8億

98 stks

2023-09-30

資料過舊，未更新

Fullcircle Wealth LLC

CIK 0002030910

申報總市值

US$2.8億

262 stks

2025-09-30

資料過舊，未更新

Bandera Partners LLC

CIK 0001399386

申報總市值

US$2.8億

19 stks

2026-06-30

Cumberland Advisors Inc

CIK 0001255435

申報總市值

US$2.8億

49 stks

2026-06-30

1776 Wealth LLC

CIK 0001803140

申報總市值

US$2.8億

152 stks

2026-06-30

William Mack & Associates, Inc.

CIK 0002096700

申報總市值

US$2.8億

108 stks

2026-06-30

顯示第 3,451-3,600 筆，共 7,401 間機構