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。

Melone Private Wealth, LLC

CIK 0001905765

申報總市值

US$2.6億

58 stks

2026-06-30

Massachusetts Wealth Management

CIK 0001966011

申報總市值

US$2.6億

98 stks

2026-06-30

BluePointe Capital Management, LLC

CIK 0002040935

申報總市值

US$2.6億

128 stks

2025-03-31

資料過舊，未更新

Fic Capital Inc

CIK 0001512251

申報總市值

US$2.6億

119 stks

2017-09-30

資料過舊，未更新

PRW Wealth Management LLC

CIK 0001760472

申報總市值

US$2.6億

106 stks

2023-09-30

資料過舊，未更新

First Citizens Investor Services, Inc.

CIK 0001051487

申報總市值

US$2.6億

23 stks

2025-12-31

資料過舊，未更新

Discovery Group I, LLC

CIK 0001312548

申報總市值

US$2.6億

12 stks

2017-09-30

資料過舊，未更新

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

CIK 0001889893

申報總市值

US$2.6億

3 stks

2023-09-30

資料過舊，未更新

Fortitude Advisory Group L.L.C.

CIK 0001928999

申報總市值

US$2.6億

238 stks

2026-06-30

MOKAN Wealth Management Inc.

CIK 0002053727

申報總市值

US$2.6億

95 stks

2026-06-30

Eagle Wealth Strategies LLC

CIK 0002009882

申報總市值

US$2.6億

118 stks

2026-06-30

Werlinich Asset Management, LLC

CIK 0002000493

申報總市值

US$2.6億

58 stks

2026-06-30

Twin Lakes Capital Management, LLC

CIK 0001847794

申報總市值

US$2.6億

210 stks

2026-06-30

Alkeme Wealth, LLC

CIK 0001752045

申報總市值

US$2.6億

101 stks

2026-06-30

Silverberg Bernstein Capital Management LLC

CIK 0002007880

申報總市值

US$2.6億

70 stks

2026-06-30

Cedar Hill Associates, LLC

CIK 0001434641

申報總市值

US$2.6億

108 stks

2018-12-31

資料過舊，未更新

Fairtree Asset Management

CIK 0002059365

申報總市值

US$2.6億

96 stks

2026-06-30

Adirondack Funds

CIK 0001311981

申報總市值

US$2.6億

102 stks

2015-09-30

資料過舊，未更新

NYL Investors LLC

CIK 0001606720

申報總市值

US$2.6億

29 stks

2026-06-30

Northbridge Financial Group, LLC

CIK 0001968850

申報總市值

US$2.6億

184 stks

2026-06-30

Horizon Financial Services, LLC

CIK 0001674020

申報總市值

US$2.6億

646 stks

2026-06-30

Bravera Wealth

CIK 0002126773

申報總市值

US$2.6億

352 stks

2026-06-30

Revere Asset Management, Inc

CIK 0001849529

申報總市值

US$2.6億

37 stks

2026-06-30

Tealwood Asset Management Inc

CIK 0001164062

申報總市值

US$2.6億

121 stks

2026-06-30

Robbins Farley

CIK 0001847820

申報總市值

US$2.6億

157 stks

2026-06-30

BIP Alliance, LLC

CIK 0002056367

申報總市值

US$2.6億

49 stks

2025-06-30

資料過舊，未更新

Marnell Management LLC

CIK 0001852314

申報總市值

US$2.6億

69 stks

2026-06-30

4D Advisors, LLC

CIK 0001938268

申報總市值

US$2.6億

37 stks

2026-06-30

Weik Capital Management

CIK 0001278793

申報總市值

US$2.6億

93 stks

2026-06-30

Quarry Hill Advisors, LLC

CIK 0001965346

申報總市值

US$2.6億

53 stks

2026-06-30

Virtus Advisers, LLC

CIK 0001587281

申報總市值

US$2.6億

684 stks

2026-06-30

Reframe Wealth, LLC

CIK 0001969815

申報總市值

US$2.6億

61 stks

2022-12-31

資料過舊，未更新

Patron Partners, LLC

CIK 0001841768

申報總市值

US$2.6億

193 stks

2026-06-30

Pfc Capital Group, Inc.

CIK 0002010374

申報總市值

US$2.6億

89 stks

2026-06-30

Ribbit Capital GP II, Ltd.

CIK 0001912628

申報總市值

US$2.6億

1 stks

2023-09-30

資料過舊，未更新

Kaye Capital Management

CIK 0001111797

申報總市值

US$2.6億

41 stks

2025-06-30

資料過舊，未更新

Permit Capital Advisors, LLC

CIK 0001925332

申報總市值

US$2.6億

114 stks

2022-03-31

資料過舊，未更新

Apoletto Ltd

CIK 0001730494

申報總市值

US$2.6億

16 stks

2022-09-30

資料過舊，未更新

Family CFO Inc

CIK 0001911695

申報總市值

US$2.6億

47 stks

2026-06-30

InvesTrust

CIK 0002050848

申報總市值

US$2.6億

95 stks

2026-06-30

Altus Wealth Management, LLC

CIK 0001802107

申報總市值

US$2.6億

26 stks

2026-06-30

Heritage Wealth Management, Inc./Texas

CIK 0001966400

申報總市值

US$2.6億

44 stks

2026-06-30

Porter White Investment Advisors, Inc.

CIK 0001612457

申報總市值

US$2.6億

40 stks

2026-06-30

Palmer Knight Co

CIK 0001767735

申報總市值

US$2.6億

36 stks

2026-06-30

Innovis Asset Management LLC

CIK 0001965896

申報總市值

US$2.6億

153 stks

2023-09-30

資料過舊，未更新

MY.Alpha Management HK Advisors Ltd

CIK 0001910173

申報總市值

US$2.6億

9 stks

2026-06-30

Kehrs Ridge Capital,LLC

CIK 0001776701

申報總市值

US$2.6億

31 stks

2022-09-30

資料過舊，未更新

Clarus Wealth Advisors

CIK 0001730149

申報總市值

US$2.6億

86 stks

2026-06-30

Bolton LP

CIK 0001591625

申報總市值

US$2.6億

74 stks

2015-12-31

資料過舊，未更新

WJ Interests, LLC

CIK 0001727642

申報總市值

US$2.6億

22 stks

2026-06-30

Diesslin Group, Inc.

CIK 0002108559

申報總市值

US$2.6億

59 stks

2026-06-30

Optimist Retirement Group LLC

CIK 0002011850

申報總市值

US$2.6億

118 stks

2026-06-30

Cherokee Insurance Co

CIK 0002077903

申報總市值

US$2.6億

124 stks

2026-06-30

Magee Thomson Investment Partners LLC

CIK 0001218179

申報總市值

US$2.6億

99 stks

2017-03-31

資料過舊，未更新

Elevation Capital Advisory, LLC

CIK 0001871112

申報總市值

US$2.6億

63 stks

2026-06-30

Private Wealth Group, LLC

CIK 0001512780

申報總市值

US$2.6億

76 stks

2026-06-30

Heritage Family Offices, LLP

CIK 0002019316

申報總市值

US$2.6億

233 stks

2026-06-30

Endowment Wealth Management, Inc.

CIK 0001904477

申報總市值

US$2.6億

189 stks

2026-06-30

Cottage Street Advisors LLC

CIK 0001665302

申報總市值

US$2.6億

149 stks

2026-06-30

Insight 2811, Inc.

CIK 0001334952

申報總市值

US$2.6億

122 stks

2026-06-30

Aviso Wealth Management

CIK 0002011802

申報總市值

US$2.6億

144 stks

2026-06-30

Pacific Excel Wealth Advisors, Inc.

CIK 0002110884

申報總市值

US$2.6億

228 stks

2026-06-30

Ribbit Bullfrog GP II, Ltd.

CIK 0001851168

申報總市值

US$2.6億

6 stks

2023-09-30

資料過舊，未更新

Resolute Wealth Strategies, LLC

CIK 0001973981

申報總市值

US$2.6億

132 stks

2026-06-30

Mach-1 Financial Group, LLC

CIK 0001843358

申報總市值

US$2.6億

131 stks

2026-06-30

Northpointe Capital LLC

CIK 0001132668

申報總市值

US$2.6億

76 stks

2019-09-30

資料過舊，未更新

Beach Point Capital Management LP

CIK 0001453885

申報總市值

US$2.6億

14 stks

2026-06-30

Darrow Company, Inc.

CIK 0001908169

申報總市值

US$2.6億

58 stks

2026-06-30

Lloyd Advisory Services, LLC.

CIK 0001802474

申報總市值

US$2.6億

628 stks

2026-06-30

Family Capital Management, Inc.

CIK 0001964344

申報總市值

US$2.6億

115 stks

2026-06-30

Honeywell International Inc

CIK 0000773840

申報總市值

US$2.6億

79 stks

2019-06-30

資料過舊，未更新

Great Hill Partners, L.p.

CIK 0001231756

申報總市值

US$2.6億

1 stks

2026-06-30

First Affirmative Financial Network

CIK 0001656282

申報總市值

US$2.6億

325 stks

2026-03-31

Robertson Opportunity Capital, LLC

CIK 0001352122

申報總市值

US$2.6億

29 stks

2026-06-30

Inherent Management Corp.

CIK 0002026217

申報總市值

US$2.6億

11 stks

2026-06-30

Southern Wealth Management, LLP

CIK 0001811579

申報總市值

US$2.6億

61 stks

2023-03-31

資料過舊，未更新

Country Fund Management

CIK 0001410255

申報總市值

US$2.6億

69 stks

2013-09-30

資料過舊，未更新

Ergawealth Advisors, Inc.

CIK 0001973209

申報總市值

US$2.6億

54 stks

2026-06-30

Prospect Hill Management, LLC

CIK 0001837320

申報總市值

US$2.6億

14 stks

2026-06-30

Beaumont Asset Management, L.L.C.

CIK 0001798756

申報總市值

US$2.6億

79 stks

2026-06-30

Gray Financial Group /ga /adv /adv

CIK 0001070265

申報總市值

US$2.6億

34 stks

2016-12-31

資料過舊，未更新

Ledge Wealth Management, Inc.

CIK 0001927042

申報總市值

US$2.6億

62 stks

2023-12-31

資料過舊，未更新

Transcendent Capital Group LLC

CIK 0002013703

申報總市值

US$2.6億

128 stks

2026-06-30

Columbia Partners L.l.c. Investment Management

CIK 0001009215

申報總市值

US$2.6億

114 stks

2018-12-31

資料過舊，未更新

Untitled Investments LP

CIK 0001808696

申報總市值

US$2.6億

18 stks

2026-06-30

New England Research & Management, Inc.

CIK 0001596077

申報總市值

US$2.6億

134 stks

2026-06-30

Guardian Financial Partners, LLC

CIK 0001723514

申報總市值

US$2.6億

69 stks

2026-06-30

HMV Wealth Advisors, LLC

CIK 0002054904

申報總市值

US$2.6億

89 stks

2026-06-30

Leslie Global Wealth, LLC

CIK 0001954832

申報總市值

US$2.6億

85 stks

2026-06-30

626 Financial, LLC

CIK 0001911035

申報總市值

US$2.6億

127 stks

2026-06-30

Miller Capital Partners, Inc.

CIK 0002111377

申報總市值

US$2.6億

258 stks

2026-06-30

Cleararc Capital Inc

CIK 0001167553

申報總市值

US$2.6億

305 stks

2019-12-31

資料過舊，未更新

Birchcreek Wealth Management, LLC

CIK 0001840341

申報總市值

US$2.6億

134 stks

2026-06-30

Daily Journal CORP

CIK 0000783412

申報總市值

US$2.6億

4 stks

2026-06-30

CNB Bank

CIK 0001732074

申報總市值

US$2.6億

641 stks

2026-06-30

NBZ Investment Advisors LLC

CIK 0001998018

申報總市值

US$2.6億

86 stks

2026-06-30

IVC Wealth Advisors LLC

CIK 0001842811

申報總市值

US$2.6億

177 stks

2026-06-30

Davidson Trust Co

CIK 0001133119

申報總市值

US$2.6億

275 stks

2026-06-30

Kiker Wealth Management, LLC

CIK 0002042502

申報總市值

US$2.6億

161 stks

2026-06-30

Mohican Financial Management, LLC

CIK 0001367663

申報總市值

US$2.6億

70 stks

2021-06-30

資料過舊，未更新

My Personal CFO, LLC

CIK 0001916366

申報總市值

US$2.6億

91 stks

2026-06-30

Sage Capital Management, LLC

CIK 0002030667

申報總市值

US$2.6億

167 stks

2026-06-30

Byrne Financial Freedom, LLC

CIK 0002063947

申報總市值

US$2.6億

119 stks

2026-06-30

Meritas Wealth Management, LLC

CIK 0001990690

申報總市值

US$2.6億

63 stks

2026-06-30

Vestia Personal Wealth Advisors

CIK 0002033299

申報總市值

US$2.6億

112 stks

2026-06-30

Punch Card Management L.P.

CIK 0001631664

申報總市值

US$2.6億

5 stks

2026-06-30

Grunden Financial Advisory, Inc.

CIK 0002010014

申報總市值

US$2.6億

35 stks

2025-12-31

資料過舊，未更新

Corigliano Investment Advisers, LLC

CIK 0002031771

申報總市值

US$2.6億

37 stks

2026-03-31

Wealth Management Strategies, Inc.

CIK 0002057285

申報總市值

US$2.6億

45 stks

2026-06-30

Rmf Gp, LLC

CIK 0001387950

申報總市值

US$2.6億

27 stks

2013-09-30

資料過舊，未更新

Yoder Wealth Management, Inc.

CIK 0001973967

申報總市值

US$2.6億

129 stks

2026-06-30

Causey Wealth LLC

CIK 0002132639

申報總市值

US$2.6億

83 stks

2026-06-30

1248 Management, LLC

CIK 0002011147

申報總市值

US$2.6億

149 stks

2026-06-30

Tull Financial Group, Inc.

CIK 0001769060

申報總市值

US$2.6億

35 stks

2026-06-30

Requisite Energy Fund I LP

CIK 0001728398

申報總市值

US$2.6億

64 stks

2018-12-31

資料過舊，未更新

Pinnacle Private Wealth, LLC

CIK 0001908610

申報總市值

US$2.6億

272 stks

2022-06-30

資料過舊，未更新

Hochman Cole Investment Advisors, Inc.

CIK 0001568890

申報總市值

US$2.6億

128 stks

2021-09-30

資料過舊，未更新

Altrafin AG

CIK 0002110313

申報總市值

US$2.6億

44 stks

2026-06-30

Impact Asset Management GmbH

CIK 0002068799

申報總市值

US$2.6億

75 stks

2025-03-31

資料過舊，未更新

Tribridge Partners Financial LLC

CIK 0002083677

申報總市值

US$2.6億

82 stks

2026-06-30

Mainsail Asset Management, LLC

CIK 0002016972

申報總市值

US$2.6億

197 stks

2026-06-30

Carolina Wealth Advisors, LLC

CIK 0001786411

申報總市值

US$2.6億

278 stks

2026-06-30

HYA Advisors, Inc

CIK 0001810676

申報總市值

US$2.6億

143 stks

2022-06-30

資料過舊，未更新

Spectrum Advisory Services Inc

CIK 0000884310

申報總市值

US$2.6億

149 stks

2016-03-31

資料過舊，未更新

Politan Capital Management LP

CIK 0001885245

申報總市值

US$2.6億

2 stks

2026-06-30

Vista Investment Partners Ii, LLC

CIK 0002035219

申報總市值

US$2.5億

160 stks

2026-06-30

Shelton Wealth Management, LLC

CIK 0001903883

申報總市值

US$2.5億

144 stks

2026-06-30

Sprinkle Financial Consultants LLC

CIK 0002011593

申報總市值

US$2.5億

104 stks

2026-06-30

State Insurance Fund

CIK 0001970005

申報總市值

US$2.5億

1 stks

2026-06-30

Truadvice, LLC

CIK 0001810512

申報總市值

US$2.5億

230 stks

2023-09-30

資料過舊，未更新

Oliver Lagore Vanvalin Investment Group

CIK 0001907568

申報總市值

US$2.5億

661 stks

2025-06-30

資料過舊，未更新

Flatrock Wealth Partners LLC

CIK 0002130067

申報總市值

US$2.5億

173 stks

2026-06-30

Murphy Michael R

CIK 0001323510

申報總市值

US$2.5億

18 stks

2016-06-30

資料過舊，未更新

Harvest Management LLC

CIK 0001140315

申報總市值

US$2.5億

64 stks

2026-06-30

Millington Financial Advisors, LLC

CIK 0001924615

申報總市值

US$2.5億

128 stks

2026-06-30

Essex Woodlands Management, Inc.

CIK 0001542339

申報總市值

US$2.5億

5 stks

2026-06-30

Samjo Capital LLC

CIK 0001509943

申報總市值

US$2.5億

66 stks

2023-09-30

資料過舊，未更新

Crossvault Capital Management LLC

CIK 0001599468

申報總市值

US$2.5億

75 stks

2022-06-30

資料過舊，未更新

Cherry Creek Investment Advisors, Inc.

CIK 0001877829

申報總市值

US$2.5億

128 stks

2026-06-30

Texas Capital Bancshares Inc/TX

CIK 0001077428

申報總市值

US$2.5億

460 stks

2025-09-30

資料過舊，未更新

Ransom Advisory, Ltd

CIK 0002065136

申報總市值

US$2.5億

433 stks

2025-12-31

資料過舊，未更新

Eastover Investment Advisors LLC

CIK 0001472800

申報總市值

US$2.5億

49 stks

2026-06-30

Aurelius Family Office LLC

CIK 0002053738

申報總市值

US$2.5億

49 stks

2026-06-30

Stone Run Capital, LLC

CIK 0001512746

申報總市值

US$2.5億

71 stks

2025-09-30

資料過舊，未更新

GEM Asset Management, LLC

CIK 0001963319

申報總市值

US$2.5億

116 stks

2026-06-30

Fairfield Financial Advisors, LTD

CIK 0002033232

申報總市值

US$2.5億

66 stks

2026-06-30

Gainplan LLC

CIK 0001697857

申報總市值

US$2.5億

61 stks

2026-06-30

McKinney Capital Management, LLC

CIK 0002133532

申報總市值

US$2.5億

87 stks

2026-06-30

Oxinas Partners, LLC

CIK 0001759320

申報總市值

US$2.5億

149 stks

2026-06-30

Trv Gp Iv, LLC

CIK 0001688325

申報總市值

US$2.5億

2 stks

2026-06-30

顯示第 3,901-4,050 筆，共 7,401 間機構