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。

Sterling Group Wealth Management, LLC

CIK 0001852307

申報總市值

US$2.4億

62 stks

2026-06-30

Grey Rock Energy Management, LLC

CIK 0002053459

申報總市值

US$2.4億

1 stks

2026-06-30

Security National Bank Of Sioux City Iowa /ia/

CIK 0000894309

申報總市值

US$2.4億

358 stks

2026-06-30

Powers Capital, LLC

CIK 0002056287

申報總市值

US$2.4億

2 stks

2026-06-30

MRWM Advisors, LLC

CIK 0001732949

申報總市值

US$2.4億

80 stks

2026-06-30

Tejara Capital Ltd

CIK 0001879713

申報總市值

US$2.4億

66 stks

2026-06-30

HNA Capital Group Co., Ltd.

CIK 0001707885

申報總市值

US$2.4億

1 stks

2018-12-31

資料過舊，未更新

JNE Partners LLP

CIK 0001770120

申報總市值

US$2.4億

6 stks

2026-06-30

Motive Wealth Advisors

CIK 0001877093

申報總市值

US$2.4億

96 stks

2026-06-30

Udine Wealth Management, Inc.

CIK 0001907240

申報總市值

US$2.4億

40 stks

2026-06-30

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

NewGen Asset Management Ltd

CIK 0001845012

申報總市值

US$2.4億

34 stks

2026-06-30

Legacy Wealth Managment, LLC/ID

CIK 0002045082

申報總市值

US$2.4億

197 stks

2026-06-30

Threadgill Financial, LLC

CIK 0001814104

申報總市值

US$2.4億

36 stks

2026-06-30

One William Street Capital Management, L.P.

CIK 0001534300

申報總市值

US$2.4億

15 stks

2026-06-30

Pacific Sun Financial CORP

CIK 0000947517

申報總市值

US$2.4億

219 stks

2026-06-30

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

Sound Stewardship, LLC

CIK 0001998101

申報總市值

US$2.4億

73 stks

2026-06-30

Eukles Asset Management

CIK 0001632553

申報總市值

US$2.4億

228 stks

2026-06-30

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

IRON Financial LLC

CIK 0001595509

申報總市值

US$2.4億

226 stks

2026-06-30

Long Island Wealth Management, Inc.

CIK 0002011177

申報總市值

US$2.4億

95 stks

2026-06-30

DoubleLine ETF Adviser LP

CIK 0001959989

申報總市值

US$2.4億

170 stks

2026-06-30

Wealthcare Capital Partners, LLC

CIK 0002053307

申報總市值

US$2.4億

179 stks

2026-06-30

TrueWealth Financial Partners

CIK 0001908108

申報總市值

US$2.4億

28 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

Royalty Pharma Sub-Manager, LLC

CIK 0002081668

申報總市值

US$2.4億

4 stks

2026-06-30

Financial Harvest, LLC

CIK 0002052933

申報總市值

US$2.4億

67 stks

2026-06-30

Sunesis Advisors, LLC

CIK 0001748269

申報總市值

US$2.4億

61 stks

2026-06-30

Unconventional Investor, LLC

CIK 0001910387

申報總市值

US$2.4億

49 stks

2026-06-30

Arcus Capital Partners, LLC

CIK 0001651960

申報總市值

US$2.4億

108 stks

2026-06-30

Thayer Partners, LLC / MA

CIK 0002010185

申報總市值

US$2.4億

100 stks

2026-06-30

Peak Financial Advisors LLC

CIK 0001843309

申報總市值

US$2.4億

78 stks

2026-06-30

Curry Webb Wealth Management LLC

CIK 0002060114

申報總市值

US$2.4億

67 stks

2026-06-30

PACK Private Wealth, LLC

CIK 0001907212

申報總市值

US$2.4億

61 stks

2026-06-30

Alethea Capital Management, LLC

CIK 0001549408

申報總市值

US$2.4億

41 stks

2026-06-30

Nia Impact Advisors, LLC

CIK 0001815217

申報總市值

US$2.4億

72 stks

2026-06-30

Riverstone Advisors, LLC

CIK 0001763404

申報總市值

US$2.4億

85 stks

2026-06-30

Financial Avengers, Inc.

CIK 0001844393

申報總市值

US$2.4億

158 stks

2026-06-30

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

Westhampton Capital, LLC

CIK 0001639997

申報總市值

US$2.4億

131 stks

2026-06-30

Arwa LLC

CIK 0002113621

申報總市值

US$2.4億

139 stks

2026-06-30

Plotkin Financial Advisors, LLC

CIK 0001826394

申報總市值

US$2.4億

110 stks

2026-06-30

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

Midwest Financial Partners Investments, Inc.

CIK 0001968851

申報總市值

US$2.4億

80 stks

2026-06-30

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

Marshall Investment Management, LLC

CIK 0002022427

申報總市值

US$2.4億

497 stks

2026-06-30

Avos Capital Management, LLC

CIK 0001948622

申報總市值

US$2.4億

22 stks

2026-06-30

Walser Wealth Management Company, A Ltd Liability Co

CIK 0002112280

申報總市值

US$2.4億

215 stks

2026-06-30

WealthCare Asset Management, LLC

CIK 0002034181

申報總市值

US$2.4億

156 stks

2026-06-30

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

Privium Fund Management

CIK 0001845773

申報總市值

US$2.4億

29 stks

2026-06-30

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

Koesten, Hirschmann & Crabtree, INC.

CIK 0001963421

申報總市值

US$2.4億

52 stks

2026-06-30

Mitchell Sinkler & Starr/pa

CIK 0001048921

申報總市值

US$2.4億

155 stks

2026-06-30

Worth Financial Advisory Group, LLC

CIK 0001964358

申報總市值

US$2.4億

202 stks

2026-06-30

Grand Wealth Management, LLC

CIK 0001939443

申報總市值

US$2.4億

49 stks

2026-06-30

Cobblestone Asset Management LLC

CIK 0001994512

申報總市值

US$2.4億

74 stks

2026-06-30

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

GPM Growth Investors, Inc.

CIK 0001799367

申報總市值

US$2.4億

43 stks

2026-06-30

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

Southern Capital Advisors, LLC

CIK 0001909249

申報總市值

US$2.4億

84 stks

2026-06-30

Brown Financial Advisory

CIK 0001843853

申報總市值

US$2.4億

49 stks

2026-06-30

Cerity Partners Retirement Plan Advisors LLC

CIK 0002128338

申報總市值

US$2.4億

34 stks

2026-06-30

Visionary Horizons, LLC

CIK 0002003615

申報總市值

US$2.4億

145 stks

2026-06-30

First Citizens Financial Corp

CIK 0001800597

申報總市值

US$2.4億

140 stks

2026-06-30

Aull & Monroe Investment Management Corp

CIK 0001387615

申報總市值

US$2.4億

126 stks

2026-06-30

R. W. Roge & Company, Inc.

CIK 0001800745

申報總市值

US$2.4億

69 stks

2026-06-30

Cna Financial CORP

CIK 0000021175

申報總市值

US$2.4億

18 stks

2026-06-30

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

Bright Financial Advisors, Inc.

CIK 0002022456

申報總市值

US$2.4億

72 stks

2026-06-30

Kapstone Financial Advisors LLC

CIK 0001966087

申報總市值

US$2.4億

175 stks

2026-06-30

CDC Financial, Inc.

CIK 0002077836

申報總市值

US$2.4億

53 stks

2026-06-30

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

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

Carl P. Sherr & Co., LLC

CIK 0001818535

申報總市值

US$2.4億

134 stks

2026-06-30

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

City National Bank Of Florida /msd

CIK 0000709447

申報總市值

US$2.4億

160 stks

2026-06-30

Collaborative Wealth Managment Inc.

CIK 0001896419

申報總市值

US$2.4億

171 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

Pinnacle Family Advisors, LLC

CIK 0001679064

申報總市值

US$2.4億

155 stks

2026-06-30

Ring Mountain Capital, LLC

CIK 0002051343

申報總市值

US$2.4億

107 stks

2026-06-30

SMA Capital LLC

CIK 0002075338

申報總市值

US$2.4億

121 stks

2026-06-30

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

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

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

Tandem Capital Management CORP /adv

CIK 0000873759

申報總市值

US$2.4億

118 stks

2026-06-30

Soviero Asset Management, LP

CIK 0001755622

申報總市值

US$2.4億

64 stks

2026-06-30

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

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

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

Horizon Advisory Services, Inc.

CIK 0001799006

申報總市值

US$2.4億

51 stks

2026-06-30

Boit C F David

CIK 0001308331

申報總市值

US$2.4億

85 stks

2026-06-30

Cornerstone Select Advisors, LLC

CIK 0002055366

申報總市值

US$2.4億

149 stks

2026-06-30

Bluedoor Private Wealth, LLC

CIK 0002110994

申報總市值

US$2.4億

164 stks

2026-06-30

Tableaux LLC

CIK 0002060663

申報總市值

US$2.4億

120 stks

2026-06-30

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

NBH Bank

CIK 0002148930

申報總市值

US$2.4億

552 stks

2026-06-30

Client First Investment Management LLC

CIK 0002018284

申報總市值

US$2.4億

28 stks

2026-06-30

Grant Private Wealth Management Inc

CIK 0002056418

申報總市值

US$2.4億

164 stks

2026-06-30

Crestview Partners III GP, L.P.

CIK 0001703027

申報總市值

US$2.4億

1 stks

2026-06-30

Sequent Asset Management, LLC

CIK 0001509550

申報總市值

US$2.4億

90 stks

2026-06-30

Arcadia Investment Advisors LLC

CIK 0002047860

申報總市值

US$2.4億

80 stks

2026-06-30

Retiremitten Financial LLC

CIK 0002127635

申報總市值

US$2.4億

47 stks

2026-06-30

BancFirst Trust & Investment Management

CIK 0001914099

申報總市值

US$2.4億

85 stks

2026-06-30

True Blue Financial, LLC

CIK 0002010212

申報總市值

US$2.4億

61 stks

2026-06-30

Continental Advisors LLC

CIK 0001277779

申報總市值

US$2.4億

50 stks

2026-06-30

Grove Street Fiduciary, LLC

CIK 0002054682

申報總市值

US$2.4億

75 stks

2026-06-30

Trail Ridge Investment Advisors, LLC

CIK 0001911013

申報總市值

US$2.4億

93 stks

2026-06-30

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

Compass Financial Group, Inc.

CIK 0001666910

申報總市值

US$2.4億

51 stks

2026-06-30

Ade, LLC

CIK 0001845950

申報總市值

US$2.4億

93 stks

2026-06-30

Miller Wealth Advisors, LLC

CIK 0001908158

申報總市值

US$2.4億

122 stks

2026-06-30

TAM Capital Management Inc.

CIK 0001594591

申報總市值

US$2.4億

9 stks

2026-06-30

Ironwood Wealth Management, Inc.

CIK 0001844821

申報總市值

US$2.4億

21 stks

2026-06-30

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

10Elms LLP

CIK 0002056650

申報總市值

US$2.4億

530 stks

2026-06-30

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

Deane Retirement Strategies, Inc.

CIK 0001659346

申報總市值

US$2.4億

52 stks

2026-06-30

Chelsea Counsel Co

CIK 0001276755

申報總市值

US$2.4億

237 stks

2026-06-30

Johnson Wealth Management, LLC

CIK 0002110653

申報總市值

US$2.4億

100 stks

2026-06-30

Ceera Investments, LLC

CIK 0001860698

申報總市值

US$2.4億

101 stks

2026-06-30

ASO GROUP Ltd

CIK 0002108771

申報總市值

US$2.4億

56 stks

2026-06-30

CMG Global Holdings, LLC

CIK 0001839445

申報總市值

US$2.4億

100 stks

2026-06-30

Epiq Partners, LLC

CIK 0001799435

申報總市值

US$2.4億

99 stks

2026-06-30

Frederick Financial Consultants, LLC

CIK 0002055328

申報總市值

US$2.4億

121 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

Latko Wealth Management, Ltd.

CIK 0001937769

申報總市值

US$2.4億

37 stks

2026-06-30

Team Financial Group, LLC

CIK 0001845163

申報總市值

US$2.4億

56 stks

2026-06-30

BostonPremier Wealth LLC

CIK 0002053783

申報總市值

US$2.4億

79 stks

2026-06-30

Allodium Investment Consultants, LLC

CIK 0002052983

申報總市值

US$2.4億

57 stks

2026-06-30

J. R. Prunier Capital Management LLC

CIK 0002136331

申報總市值

US$2.4億

67 stks

2026-03-31

Plan A Wealth LLC

CIK 0002093645

申報總市值

US$2.4億

194 stks

2026-06-30

Prepared Retirement Institute LLC

CIK 0002056037

申報總市值

US$2.3億

94 stks

2026-06-30

MN Wealth Advisors, LLC

CIK 0001992972

申報總市值

US$2.3億

134 stks

2026-06-30

Bontempo Ohly Capital Mgmt LLC

CIK 0001632118

申報總市值

US$2.3億

33 stks

2026-06-30

Amansa Capital Pte. LTD.

CIK 0001660773

申報總市值

US$2.3億

2 stks

2026-06-30

顯示第 4,201-4,350 筆，共 7,401 間機構