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。

Howard Bailey Securities, LLC

CIK 0002043986

申報總市值

US$2.4億

122 stks

2026-03-31

Motive Wealth Advisors

CIK 0001877093

申報總市值

US$2.4億

96 stks

2026-06-30

Quarry Hill Advisors, LLC

CIK 0001965346

申報總市值

US$2.4億

51 stks

2026-03-31

Independent Family Office, LLC

CIK 0001756485

申報總市值

US$2.4億

90 stks

2026-03-31

Visualize Group LP

CIK 0001994625

申報總市值

US$2.4億

10 stks

2026-03-31

SFG Wealth Management, LLC.

CIK 0001908914

申報總市值

US$2.4億

100 stks

2026-03-31

Lgl Partners, LLC

CIK 0001653202

申報總市值

US$2.4億

66 stks

2026-03-31

Greenberg Financial Group

CIK 0000946626

申報總市值

US$2.4億

113 stks

2025-12-31

資料過舊，未更新

Creekside Partners

CIK 0002035951

申報總市值

US$2.4億

183 stks

2026-03-31

WealthCollab, LLC

CIK 0002017870

申報總市值

US$2.4億

1,059 stks

2026-03-31

Guardian Point Capital, LP

CIK 0001595932

申報總市值

US$2.4億

11 stks

2026-03-31

Selway Asset Management

CIK 0001080523

申報總市值

US$2.4億

75 stks

2025-03-31

資料過舊，未更新

Mirsky Financial Management CORP.

CIK 0001764144

申報總市值

US$2.4億

54 stks

2021-12-31

資料過舊，未更新

Higgins & Schmidt Wealth Strategies LLC

CIK 0001941260

申報總市值

US$2.4億

65 stks

2026-06-30

Alpha Paradigm Partners, LLC

CIK 0001818309

申報總市值

US$2.4億

464 stks

2022-12-31

資料過舊，未更新

Element Wealth, LLC

CIK 0001802743

申報總市值

US$2.4億

207 stks

2026-03-31

Macro Advisors, Inc.

CIK 0001821406

申報總市值

US$2.4億

41 stks

2026-03-31

Thurston, Springer, Miller, Herd & Titak, INC.

CIK 0000319933

申報總市值

US$2.4億

18,176 stks

2026-03-31

Wealthcare Capital Partners, LLC

CIK 0002053307

申報總市值

US$2.4億

179 stks

2026-06-30

Condorcet Global Opportunity Fund, LLC

CIK 0001605541

申報總市值

US$2.4億

32 stks

2014-12-31

資料過舊，未更新

Summa Corp.

CIK 0001954929

申報總市值

US$2.4億

83 stks

2026-03-31

TKG Advisors, LLC

CIK 0001843275

申報總市值

US$2.4億

89 stks

2026-03-31

Resolute Advisors LLC

CIK 0001800217

申報總市值

US$2.4億

90 stks

2026-03-31

Sunesis Advisors, LLC

CIK 0001748269

申報總市值

US$2.4億

61 stks

2026-06-30

Dover Advisors, LLC

CIK 0001964541

申報總市值

US$2.4億

159 stks

2026-03-31

Fmb Wealth Management

CIK 0002040224

申報總市值

US$2.4億

98 stks

2026-03-31

Beta Wealth Group, Inc.

CIK 0001594417

申報總市值

US$2.4億

117 stks

2026-03-31

Tribridge Partners Financial LLC

CIK 0002083677

申報總市值

US$2.4億

80 stks

2026-03-31

denkapparat Operations GmbH

CIK 0001999514

申報總市值

US$2.4億

333 stks

2026-03-31

Ballentine Capital Advisors, Inc

CIK 0002011580

申報總市值

US$2.4億

27 stks

2026-03-31

Physician Wealth Solutions Inc.

CIK 0002007116

申報總市值

US$2.4億

45 stks

2026-03-31

Dean Capital Management

CIK 0001455468

申報總市值

US$2.4億

112 stks

2026-03-31

Thor Trading Advisors, LLC

CIK 0002057073

申報總市值

US$2.4億

12 stks

2026-03-31

Altman Advisors, Inc.

CIK 0001731671

申報總市值

US$2.4億

77 stks

2026-03-31

Paces Ferry Wealth Advisors, LLC

CIK 0001819919

申報總市值

US$2.4億

135 stks

2026-03-31

Independent Portfolio Consultants, Inc.

CIK 0001328450

申報總市值

US$2.4億

785 stks

2017-06-30

資料過舊，未更新

Continuum Wealth Advisors, LLC

CIK 0001966482

申報總市值

US$2.4億

70 stks

2026-03-31

Sherborne Investors Management LP

CIK 0001406672

申報總市值

US$2.4億

1 stks

2026-03-31

V2 Capital, LLC

CIK 0001540780

申報總市值

US$2.4億

48 stks

2015-03-31

資料過舊，未更新

Third Security, LLC

CIK 0001542294

申報總市值

US$2.4億

19 stks

2022-09-30

資料過舊，未更新

Rakuten Securities, Inc.

CIK 0002009539

申報總市值

US$2.4億

879 stks

2026-03-31

MBE Wealth Management, LLC

CIK 0001775850

申報總市值

US$2.4億

141 stks

2026-03-31

Daily Journal CORP

CIK 0000783412

申報總市值

US$2.4億

4 stks

2026-03-31

Ghe, LLC

CIK 0001910179

申報總市值

US$2.4億

54 stks

2026-03-31

Hanwha Asset Management Co., Ltd.

CIK 0001965871

申報總市值

US$2.4億

1 stks

2025-06-30

資料過舊，未更新

Ardent Capital Management, Inc.

CIK 0001888792

申報總市值

US$2.4億

47 stks

2026-06-30

Foronjy Financial LLC

CIK 0002040600

申報總市值

US$2.4億

97 stks

2026-03-31

Advisortrust Partners, LLC

CIK 0002115523

申報總市值

US$2.4億

255 stks

2026-03-31

Masso Torrence Wealth Management Inc.

CIK 0001903153

申報總市值

US$2.4億

108 stks

2025-09-30

資料過舊，未更新

Red Tortoise LLC

CIK 0001910488

申報總市值

US$2.4億

647 stks

2026-03-31

Carolina Wealth Advisors, LLC

CIK 0001786411

申報總市值

US$2.4億

278 stks

2026-03-31

Mitchell Sinkler & Starr/pa

CIK 0001048921

申報總市值

US$2.4億

155 stks

2026-06-30

Hengistbury Investment Partners LLP

CIK 0001574717

申報總市值

US$2.4億

3 stks

2026-03-31

QTR Family Wealth, LLC

CIK 0002067954

申報總市值

US$2.4億

287 stks

2026-03-31

Bay Rivers Group

CIK 0001798924

申報總市值

US$2.4億

109 stks

2026-03-31

Groupe Bruxelles Lambert

CIK 0001179313

申報總市值

US$2.4億

1 stks

2026-03-31

Mainsail Financial Group, LLC

CIK 0001961290

申報總市值

US$2.4億

62 stks

2026-03-31

TTP Investments, Inc.

CIK 0001682576

申報總市值

US$2.4億

35 stks

2026-03-31

Ironwood Investment Management LLC

CIK 0001127761

申報總市值

US$2.4億

179 stks

2026-03-31

WMG Financial Advisors, LLC

CIK 0001906711

申報總市值

US$2.4億

177 stks

2026-03-31

SmartHarvest Portfolios, LLC

CIK 0002066604

申報總市值

US$2.4億

387 stks

2026-03-31

Cadence Wealth Management LLC

CIK 0001845250

申報總市值

US$2.4億

58 stks

2026-03-31

Mb, Levis & Associates, LLC

CIK 0002065807

申報總市值

US$2.4億

234 stks

2026-03-31

EnTrustPermal Management LLC

CIK 0001438129

申報總市值

US$2.4億

49 stks

2017-09-30

資料過舊，未更新

Enterprise Trust & Investment Co

CIK 0001777127

申報總市值

US$2.4億

359 stks

2022-06-30

資料過舊，未更新

Philadelphia International Advisors LP

CIK 0001218555

申報總市值

US$2.4億

125 stks

2015-03-31

資料過舊，未更新

Strategic Investment Management, LLC

CIK 0000846633

申報總市值

US$2.4億

14 stks

2026-03-31

Abbot Financial Management, Inc.

CIK 0001714341

申報總市值

US$2.4億

138 stks

2026-03-31

Boyum Wealth Architects LLC

CIK 0002068635

申報總市值

US$2.4億

73 stks

2026-03-31

New England Professional Planning Group Inc.

CIK 0001540867

申報總市值

US$2.4億

49 stks

2026-03-31

HF Capital, LLC

CIK 0002063476

申報總市值

US$2.4億

5 stks

2026-03-31

Gunderson Capital Management LLC

CIK 0001792397

申報總市值

US$2.4億

46 stks

2026-03-31

Insight 2811, INC.

CIK 0001334952

申報總市值

US$2.4億

113 stks

2026-03-31

Mendel Money Management

CIK 0001600585

申報總市值

US$2.4億

137 stks

2026-03-31

Myecfo, LLC

CIK 0001986457

申報總市值

US$2.4億

66 stks

2026-03-31

Aquilo Capital Management, LLC

CIK 0001750122

申報總市值

US$2.4億

13 stks

2018-09-30

資料過舊，未更新

Forefront Wealth Partners, LLC

CIK 0002068112

申報總市值

US$2.4億

162 stks

2026-03-31

Robinson Capital Management, LLC

CIK 0001599795

申報總市值

US$2.4億

109 stks

2026-03-31

FolioMetrix LLC

CIK 0001622611

申報總市值

US$2.4億

278 stks

2015-06-30

資料過舊，未更新

Wealth Watch Advisors, INC

CIK 0002040515

申報總市值

US$2.4億

126 stks

2026-03-31

Pfizer Inc

CIK 0000078003

申報總市值

US$2.4億

21 stks

2026-03-31

Dow Chemical Co /de/

CIK 0000029915

申報總市值

US$2.4億

6 stks

2026-03-31

Orange County Employees Retirement System

CIK 0002107791

申報總市值

US$2.4億

2 stks

2026-03-31

Capstone Wealth Management Group, LLC

CIK 0001923052

申報總市值

US$2.4億

97 stks

2026-03-31

Mechanics Financial Corp

CIK 0001821336

申報總市值

US$2.4億

232 stks

2026-03-31

Ecofin Advisors Ltd

CIK 0001387869

申報總市值

US$2.4億

28 stks

2020-12-31

資料過舊，未更新

Mayfield XIII Management (UGP), Ltd., a Cayman Islands Exempted Co.

CIK 0001573274

申報總市值

US$2.4億

2 stks

2022-03-31

資料過舊，未更新

Torrey Growth & Income Advisors

CIK 0002087822

申報總市值

US$2.4億

110 stks

2026-03-31

Genesee Capital Advisors, LLC

CIK 0001652348

申報總市值

US$2.4億

138 stks

2026-03-31

Saraza Management, LP

CIK 0001894188

申報總市值

US$2.4億

20 stks

2026-03-31

Cascades Capital Asset Management, LLC

CIK 0002035512

申報總市值

US$2.4億

159 stks

2026-03-31

Greenlea Lane Capital Partners LP

CIK 0001413048

申報總市值

US$2.4億

9 stks

2021-03-31

資料過舊，未更新

Victrix Investment Advisors

CIK 0002055229

申報總市值

US$2.4億

75 stks

2026-06-30

Clarity Capital Advisors, LLC

CIK 0002011219

申報總市值

US$2.4億

95 stks

2026-06-30

Norway Savings Bank

CIK 0001692227

申報總市值

US$2.4億

177 stks

2026-06-30

Cynosure Advisors, LLC

CIK 0001743636

申報總市值

US$2.4億

13 stks

2018-09-30

資料過舊，未更新

Verity Asset Management, Inc.

CIK 0001597298

申報總市值

US$2.4億

213 stks

2026-03-31

Mine & Arao Wealth Creation & Management, LLC.

CIK 0001802994

申報總市值

US$2.4億

75 stks

2026-03-31

SimpliFi, Inc.

CIK 0001716983

申報總市值

US$2.4億

43 stks

2026-03-31

Pear Tree Advisors INC

CIK 0000919086

申報總市值

US$2.4億

106 stks

2016-06-30

資料過舊，未更新

Gallatin Point Capital LLC

CIK 0001708030

申報總市值

US$2.4億

2 stks

2026-03-31

Gary Goldberg Planning Services Inc

CIK 0001569517

申報總市值

US$2.4億

484 stks

2014-12-31

資料過舊，未更新

CWH Capital Management, Inc.

CIK 0001598348

申報總市值

US$2.4億

92 stks

2020-12-31

資料過舊，未更新

Atlas Private Wealth Management, LLC

CIK 0001800369

申報總市值

US$2.4億

119 stks

2024-03-31

資料過舊，未更新

Keener Financial Planning LLC

CIK 0002004495

申報總市值

US$2.4億

58 stks

2026-03-31

Truewealth LLC

CIK 0001722092

申報總市值

US$2.4億

742 stks

2020-06-30

資料過舊，未更新

GPM Growth Investors, Inc.

CIK 0001799367

申報總市值

US$2.4億

42 stks

2026-03-31

Green Ridge Wealth Planning LLC

CIK 0002117069

申報總市值

US$2.4億

94 stks

2026-06-30

T Ventures Management Co, Ltd.

CIK 0001735925

申報總市值

US$2.4億

2 stks

2021-12-31

資料過舊，未更新

Archer Investment Management, LLC

CIK 0002052868

申報總市值

US$2.4億

108 stks

2026-03-31

PVG Asset Management

CIK 0001624741

申報總市值

US$2.4億

98 stks

2016-12-31

資料過舊，未更新

St. Johns Investment Management Company, LLC

CIK 0001605522

申報總市值

US$2.4億

193 stks

2026-03-31

CNB Bank

CIK 0001732074

申報總市值

US$2.4億

648 stks

2026-03-31

Values Added Financial LLC

CIK 0001973921

申報總市值

US$2.4億

134 stks

2026-03-31

Edge Financial Advisors LLC

CIK 0002011402

申報總市值

US$2.4億

151 stks

2025-12-31

資料過舊，未更新

Vawter Financial, Ltd.

CIK 0001974403

申報總市值

US$2.4億

122 stks

2026-03-31

Howard Wealth Management, LLC

CIK 0001766286

申報總市值

US$2.4億

142 stks

2026-03-31

Shariaportfolio, INC.

CIK 0001998574

申報總市值

US$2.4億

24 stks

2025-12-31

資料過舊，未更新

Bowman & Co S.C.

CIK 0001906275

申報總市值

US$2.4億

118 stks

2025-12-31

資料過舊，未更新

Millington Financial Advisors, LLC

CIK 0001924615

申報總市值

US$2.4億

119 stks

2026-03-31

Client First Investment Management LLC

CIK 0002018284

申報總市值

US$2.4億

28 stks

2026-06-30

Evolution Advisers, Inc.

CIK 0001906967

申報總市值

US$2.4億

162 stks

2026-03-31

TradeWell Securities, LLC.

CIK 0002066232

申報總市值

US$2.4億

50 stks

2026-03-31

FreeGulliver LLC

CIK 0002032561

申報總市值

US$2.4億

160 stks

2026-03-31

Grant Private Wealth Management Inc

CIK 0002056418

申報總市值

US$2.4億

164 stks

2026-06-30

ASO GROUP Ltd

CIK 0002108771

申報總市值

US$2.4億

56 stks

2026-03-31

Integrated Capital Management, LLC

CIK 0002040070

申報總市值

US$2.4億

62 stks

2026-03-31

Foresite Capital Management IV, LLC

CIK 0001704132

申報總市值

US$2.4億

8 stks

2026-03-31

Birmingham Capital Management Co Inc/al

CIK 0000918504

申報總市值

US$2.4億

89 stks

2026-03-31

Bayshore Capital Advisors, LLC

CIK 0001598176

申報總市值

US$2.4億

41 stks

2026-03-31

Energy Capital Partners III, LLC

CIK 0001621292

申報總市值

US$2.4億

1 stks

2017-06-30

資料過舊，未更新

Palogic Value Management, L.P.

CIK 0001532943

申報總市值

US$2.4億

176 stks

2026-03-31

Tekne Capital Management, LLC

CIK 0001558971

申報總市值

US$2.4億

5 stks

2026-03-31

Windle Wealth, LLC

CIK 0001963452

申報總市值

US$2.4億

32 stks

2026-03-31

New England Research & Management, Inc.

CIK 0001596077

申報總市值

US$2.4億

143 stks

2026-03-31

Rainier Investment Management LLC

CIK 0000947772

申報總市值

US$2.4億

75 stks

2017-12-31

資料過舊，未更新

Boyd Wealth Management, LLC

CIK 0001846114

申報總市值

US$2.4億

48 stks

2026-03-31

Kaizen Financial Strategies

CIK 0001842013

申報總市值

US$2.4億

174 stks

2026-03-31

Johnson & White Wealth Management, LLC

CIK 0001954136

申報總市值

US$2.4億

106 stks

2026-03-31

Sightline Wealth Advisors, LLC

CIK 0001841979

申報總市值

US$2.4億

91 stks

2026-03-31

Bach Option Ltd

CIK 0001667391

申報總市值

US$2.4億

60 stks

2019-12-31

資料過舊，未更新

Keeler Thomas Management LLC

CIK 0001730660

申報總市值

US$2.4億

118 stks

2026-03-31

Raelipskie Partnership

CIK 0002023896

申報總市值

US$2.4億

119 stks

2026-03-31

Deane Retirement Strategies, Inc.

CIK 0001659346

申報總市值

US$2.4億

52 stks

2026-06-30

Foundry Financial LLC

CIK 0002085325

申報總市值

US$2.4億

71 stks

2026-03-31

Gables Capital Management INC.

CIK 0001740839

申報總市值

US$2.4億

472 stks

2026-03-31

PFG Private Wealth Management, LLC

CIK 0001799957

申報總市值

US$2.4億

75 stks

2026-03-31

Epiq Partners, LLC

CIK 0001799435

申報總市值

US$2.4億

99 stks

2026-06-30

Menta Capital LLC

CIK 0001374701

申報總市值

US$2.4億

470 stks

2019-06-30

資料過舊，未更新

Palo Capital, Inc.

CIK 0001615963

申報總市值

US$2.4億

137 stks

2018-12-31

資料過舊，未更新