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。

IMS Capital Management

CIK 0001343916

申報總市值

US$2.2億

147 stks

2025-09-30

資料過舊，未更新

OMNI 360 Wealth, Inc.

CIK 0002010436

申報總市值

US$2.2億

135 stks

2026-06-30

Asset Planning Services, Ltd.

CIK 0001694287

申報總市值

US$2.2億

73 stks

2021-12-31

資料過舊，未更新

EnCap Energy Capital Fund X, L.P.

CIK 0001636722

申報總市值

US$2.2億

1 stks

2025-12-31

資料過舊，未更新

D. Scott Neal, INC.

CIK 0001596920

申報總市值

US$2.2億

66 stks

2025-09-30

資料過舊，未更新

Old North State Wealth Management, LLC

CIK 0002041262

申報總市值

US$2.2億

112 stks

2026-03-31

Postrock Partners LLC

CIK 0002053668

申報總市值

US$2.2億

82 stks

2026-03-31

Cipher Capital LP

CIK 0001542420

申報總市值

US$2.2億

411 stks

2024-03-31

資料過舊，未更新

Mader & Shannon Wealth Management, Inc.

CIK 0001535862

申報總市值

US$2.2億

20 stks

2026-03-31

State Insurance Fund

CIK 0001970005

申報總市值

US$2.2億

1 stks

2026-03-31

Kennicott Capital Management LLC

CIK 0001863265

申報總市值

US$2.2億

46 stks

2026-06-30

Bluedoor Private Wealth, LLC

CIK 0002110994

申報總市值

US$2.2億

147 stks

2026-03-31

Murphy, Middleton, Hinkle & Parker, Inc.

CIK 0001730521

申報總市值

US$2.2億

133 stks

2026-03-31

1248 Management, LLC

CIK 0002011147

申報總市值

US$2.2億

147 stks

2026-03-31

FOCUS Wealth Advisors, LLC

CIK 0001845643

申報總市值

US$2.2億

61 stks

2026-06-30

Marshall & Sullivan INC /wa/

CIK 0000820123

申報總市值

US$2.2億

43 stks

2025-09-30

資料過舊，未更新

Watermark Asset Management, Inc.

CIK 0001706457

申報總市值

US$2.2億

294 stks

2018-12-31

資料過舊，未更新

Long Island Wealth Management, Inc.

CIK 0002011177

申報總市值

US$2.2億

89 stks

2026-03-31

Ssa Swiss Advisors AG

CIK 0002066265

申報總市值

US$2.2億

94 stks

2026-03-31

Optima Capital LLC

CIK 0002070972

申報總市值

US$2.2億

269 stks

2026-03-31

NEXTBio Capital Management LP

CIK 0002038158

申報總市值

US$2.2億

24 stks

2026-03-31

Econ Financial Services Corp

CIK 0001659718

申報總市值

US$2.2億

74 stks

2026-03-31

Hardin Capital Partners, LLC

CIK 0002033094

申報總市值

US$2.2億

141 stks

2026-06-30

Glovista Investments LLC

CIK 0001546283

申報總市值

US$2.2億

40 stks

2023-12-31

資料過舊，未更新

Aull & Monroe Investment Management Corp

CIK 0001387615

申報總市值

US$2.2億

125 stks

2026-03-31

Wealth Intelligence, LLC

CIK 0002112078

申報總市值

US$2.2億

59 stks

2026-06-30

Virtus Advisers, LLC

CIK 0001587281

申報總市值

US$2.2億

658 stks

2026-03-31

Lipe & Dalton

CIK 0001570396

申報總市值

US$2.2億

94 stks

2026-06-30

Core Wealth Partners LLC

CIK 0001965078

申報總市值

US$2.2億

180 stks

2026-03-31

Gouws Capital LLC

CIK 0001908828

申報總市值

US$2.1億

55 stks

2026-06-30

KRS Capital Management, LLC

CIK 0001910876

申報總市值

US$2.1億

124 stks

2026-06-30

V2 Financial group LLC

CIK 0002022843

申報總市值

US$2.1億

108 stks

2026-03-31

Bloom Tree Partners, LLC

CIK 0001567752

申報總市值

US$2.1億

44 stks

2023-06-30

資料過舊，未更新

GlobalBridge, Inc.

CIK 0001364630

申報總市值

US$2.1億

336 stks

2014-03-31

資料過舊，未更新

Impala Asset Management LLC

CIK 0001317679

申報總市值

US$2.1億

26 stks

2026-03-31

Northstar Wealth Partners LLC

CIK 0001703100

申報總市值

US$2.1億

142 stks

2020-09-30

資料過舊，未更新

LifeSteps Financial, Inc.

CIK 0001801373

申報總市值

US$2.1億

792 stks

2026-06-30

GatePass Capital, LLC

CIK 0002087399

申報總市值

US$2.1億

176 stks

2026-03-31

Share Andrew L.

CIK 0001693672

申報總市值

US$2.1億

16 stks

2026-03-31

Roubaix Capital, LLC

CIK 0001769700

申報總市值

US$2.1億

43 stks

2026-03-31

Taylor Securities Services, Inc.

CIK 0002115182

申報總市值

US$2.1億

55 stks

2026-03-31

Westhampton Capital, LLC

CIK 0001639997

申報總市值

US$2.1億

129 stks

2026-03-31

Holos Integrated Wealth LLC

CIK 0002080096

申報總市值

US$2.1億

378 stks

2026-06-30

Windsor Financial Group, LLC

CIK 0001132356

申報總市值

US$2.1億

79 stks

2017-06-30

資料過舊，未更新

C M Bidwell & Associates LTD

CIK 0001091860

申報總市值

US$2.1億

483 stks

2026-03-31

Keystone Wealth Partners

CIK 0001845980

申報總市值

US$2.1億

26 stks

2022-03-31

資料過舊，未更新

Viewpoint Capital Management LLC

CIK 0001906223

申報總市值

US$2.1億

135 stks

2026-03-31

Midwest Capital Advisors, LLC

CIK 0002026480

申報總市值

US$2.1億

199 stks

2026-03-31

IES Holdings, Inc.

CIK 0001048268

申報總市值

US$2.1億

13 stks

2026-03-31

Conway Capital Management, INC.

CIK 0002044929

申報總市值

US$2.1億

45 stks

2026-03-31

Atlanta Financial Associates LLC /adv

CIK 0000909103

申報總市值

US$2.1億

78 stks

2021-03-31

資料過舊，未更新

Serenity Investment Advisors

CIK 0002105389

申報總市值

US$2.1億

74 stks

2026-03-31

Rising Stella Capital Pte. Ltd

CIK 0002113017

申報總市值

US$2.1億

3 stks

2026-03-31

Southern Capital Advisors, LLC

CIK 0001909249

申報總市值

US$2.1億

85 stks

2026-03-31

WJ Wealth Management, LLC

CIK 0001801674

申報總市值

US$2.1億

70 stks

2026-03-31

Ayrshire Capital Management LLC

CIK 0001801563

申報總市值

US$2.1億

50 stks

2026-06-30

Fire Capital Management LLC

CIK 0002059571

申報總市值

US$2.1億

108 stks

2026-03-31

Level Wealth Management LLC

CIK 0002036775

申報總市值

US$2.1億

67 stks

2026-03-31

361 Capital LLC

CIK 0001476534

申報總市值

US$2.1億

299 stks

2020-06-30

資料過舊，未更新

Napa Wealth Management

CIK 0001602844

申報總市值

US$2.1億

148 stks

2025-09-30

資料過舊，未更新

Wealthstar Advisors, LLC

CIK 0001602224

申報總市值

US$2.1億

111 stks

2026-03-31

Lehman Financial Resources, Inc.

CIK 0001589661

申報總市值

US$2.1億

103 stks

2018-09-30

資料過舊，未更新

Sandia Holdings, LLC

CIK 0001617032

申報總市值

US$2.1億

19 stks

2018-09-30

資料過舊，未更新

Birchbrook, INC.

CIK 0002071468

申報總市值

US$2.1億

305 stks

2026-06-30

Mtm Financial Group, LLC

CIK 0002132054

申報總市值

US$2.1億

89 stks

2026-03-31

Sage Capital Management, LLC

CIK 0002030667

申報總市值

US$2.1億

163 stks

2026-03-31

One Wealth Map LLC

CIK 0001802635

申報總市值

US$2.1億

103 stks

2026-03-31

Pinnacle Family Advisors, LLC

CIK 0001679064

申報總市值

US$2.1億

135 stks

2026-03-31

Carl P. Sherr & Co., LLC

CIK 0001818535

申報總市值

US$2.1億

124 stks

2026-03-31

Vestia Personal Wealth Advisors

CIK 0002033299

申報總市值

US$2.1億

99 stks

2026-03-31

Cardinal Point Wealth Management LLC

CIK 0001869778

申報總市值

US$2.1億

42 stks

2021-09-30

資料過舊，未更新

Charlemagne Capital LTD

CIK 0001351841

申報總市值

US$2.1億

50 stks

2017-03-31

資料過舊，未更新

Croban

CIK 0001694663

申報總市值

US$2.1億

73 stks

2026-03-31

Cooper/haims Advisors, LLC

CIK 0001654033

申報總市值

US$2.1億

103 stks

2026-03-31

Grand Wealth Management, LLC

CIK 0001939443

申報總市值

US$2.1億

87 stks

2026-03-31

AV Partners VIII LP

CIK 0001250035

申報總市值

US$2.1億

3 stks

2014-09-30

資料過舊，未更新

Aft, Forsyth & Company, INC.

CIK 0001512073

申報總市值

US$2.1億

123 stks

2026-03-31

Vestment Financial LLC

CIK 0002056705

申報總市值

US$2.1億

42 stks

2026-03-31

CVS HEALTH Corp

CIK 0000064803

申報總市值

US$2.1億

33 stks

2026-03-31

Salzhauer Michael

CIK 0001059543

申報總市值

US$2.1億

75 stks

2026-03-31

STAR Financial Bank

CIK 0001965329

申報總市值

US$2.1億

113 stks

2026-03-31

David J Yvars Group

CIK 0001836266

申報總市值

US$2.1億

106 stks

2026-06-30

Moreno Evelyn V

CIK 0001598011

申報總市值

US$2.1億

140 stks

2023-12-31

資料過舊，未更新

Clark Financial Services Group INC /bd

CIK 0001001011

申報總市值

US$2.1億

158 stks

2026-06-30

First Citizens Financial Corp

CIK 0001800597

申報總市值

US$2.1億

136 stks

2026-03-31

Arcadia Investment Advisors LLC

CIK 0002047860

申報總市值

US$2.1億

81 stks

2026-03-31

Applied Capital LLC/FL

CIK 0001965393

申報總市值

US$2.1億

92 stks

2026-03-31

AIA Investment Management HK Limited

CIK 0001802469

申報總市值

US$2.1億

7 stks

2020-09-30

資料過舊，未更新

Kieckhefer Group LLC

CIK 0002051613

申報總市值

US$2.1億

58 stks

2026-03-31

Lindenwold Advisors, INC

CIK 0001874374

申報總市值

US$2.1億

110 stks

2025-09-30

資料過舊，未更新

Telemus Investment Management, LLC

CIK 0001388977

申報總市值

US$2.1億

143 stks

2013-06-30

資料過舊，未更新

Avid Wealth Partners LLC

CIK 0001992344

申報總市值

US$2.1億

71 stks

2026-03-31

Powers Capital, LLC

CIK 0002056287

申報總市值

US$2.1億

2 stks

2026-03-31

Sterling Group Wealth Management, LLC

CIK 0001852307

申報總市值

US$2.1億

58 stks

2026-03-31

Kessler Investment Group, LLC

CIK 0001525947

申報總市值

US$2.1億

79 stks

2026-03-31

Ribbit Capital GP III, Ltd.

CIK 0001912617

申報總市值

US$2.1億

2 stks

2023-09-30

資料過舊，未更新

Peoples Financial Services CORP.

CIK 0001056943

申報總市值

US$2.1億

409 stks

2026-03-31

RHS Financial, LLC

CIK 0001766514

申報總市值

US$2.1億

224 stks

2026-03-31

Canerector INC

CIK 0001113234

申報總市值

US$2.1億

9 stks

2026-03-31

Signature Resources Capital Management, LLC

CIK 0001940917

申報總市值

US$2.1億

664 stks

2026-03-31

Lunate Holding RSC Ltd

CIK 0002009522

申報總市值

US$2.1億

4 stks

2024-12-31

資料過舊，未更新

Piermont Capital Management Inc.

CIK 0001561509

申報總市值

US$2.1億

108 stks

2018-12-31

資料過舊，未更新

Asset Planning Corporation

CIK 0000007773

申報總市值

US$2.1億

48 stks

2025-09-30

資料過舊，未更新

Unconventional Investor, LLC

CIK 0001910387

申報總市值

US$2.1億

46 stks

2026-03-31

Blue Square Asset Management, LLC

CIK 0001769578

申報總市值

US$2.1億

70 stks

2026-03-31

United Airlines Holdings, Inc.

CIK 0000100517

申報總市值

US$2.1億

3 stks

2026-03-31

MTC Wealth Management LLC

CIK 0001821455

申報總市值

US$2.1億

13 stks

2026-03-31

Cohen Investment Advisors LLC

CIK 0001845081

申報總市值

US$2.1億

118 stks

2026-03-31

Wells Trecaso Financial Group, LLC

CIK 0001737987

申報總市值

US$2.1億

99 stks

2025-09-30

資料過舊，未更新

Westbourne Investments, INC.

CIK 0000932929

申報總市值

US$2.1億

141 stks

2026-03-31

Fsa Wealth Partners, INC.

CIK 0001731221

申報總市值

US$2.1億

79 stks

2026-03-31

Eurizon SLJ Capital Ltd

CIK 0002107309

申報總市值

US$2.1億

167 stks

2026-03-31

Chou Associates Management Inc.

CIK 0001389403

申報總市值

US$2.1億

31 stks

2026-03-31

Bridge Advisory, LLC

CIK 0001847956

申報總市值

US$2.1億

99 stks

2024-09-30

資料過舊，未更新

Laidlaw Group, LLC

CIK 0001482339

申報總市值

US$2.1億

76 stks

2015-06-30

資料過舊，未更新

CWC Advisors, LLC.

CIK 0001520683

申報總市值

US$2.1億

149 stks

2026-03-31

Vestpro Financial Partners, Inc. dba CPF Texas

CIK 0001709253

申報總市值

US$2.1億

264 stks

2018-09-30

資料過舊，未更新

Thayer Partners, LLC / MA

CIK 0002010185

申報總市值

US$2.1億

94 stks

2026-03-31

Coann Capital LLC

CIK 0001824658

申報總市值

US$2.1億

19 stks

2022-12-31

資料過舊，未更新

Columbus Point LLP

CIK 0001767392

申報總市值

US$2.1億

18 stks

2021-09-30

資料過舊，未更新

CMG Global Holdings, LLC

CIK 0001839445

申報總市值

US$2.1億

96 stks

2026-03-31

P2 Capital Partners, LLC

CIK 0001406313

申報總市值

US$2.1億

10 stks

2026-03-31

R. W. Roge & Company, Inc.

CIK 0001800745

申報總市值

US$2.1億

66 stks

2026-03-31

Great Hill Partners, L.p.

CIK 0001231756

申報總市值

US$2.1億

1 stks

2026-03-31

Blue Sky Capital Consultants Group, Inc.

CIK 0002057054

申報總市值

US$2.1億

76 stks

2026-03-31

Chimera Capital Management LLC

CIK 0001789215

申報總市值

US$2.1億

64 stks

2023-03-31

資料過舊，未更新

Baron Financial Group, LLC

CIK 0001832093

申報總市值

US$2.1億

56 stks

2026-06-30

Painted Porch Advisors LLC

CIK 0002024585

申報總市值

US$2.1億

67 stks

2026-03-31

Citadel Investment Advisory, Inc.

CIK 0001811907

申報總市值

US$2.1億

78 stks

2026-03-31

Kiker Wealth Management, LLC

CIK 0002042502

申報總市值

US$2.1億

132 stks

2026-03-31

Shearwater Capital LLC

CIK 0001905665

申報總市值

US$2.1億

65 stks

2026-06-30

Starfire Investment Advisers, Inc.

CIK 0001652391

申報總市值

US$2.1億

157 stks

2020-06-30

資料過舊，未更新

Professional Planning

CIK 0001740871

申報總市值

US$2.1億

124 stks

2021-09-30

資料過舊，未更新

Mariner Wealth Advisors-NYC, LLC

CIK 0001642112

申報總市值

US$2.1億

773 stks

2015-03-31

資料過舊，未更新

Lynx Investment Advisory

CIK 0002028812

申報總市值

US$2.1億

400 stks

2026-03-31

Glynn Capital Management LLC

CIK 0000911270

申報總市值

US$2.1億

42 stks

2026-03-31

Timpani Capital Management LLC

CIK 0001537558

申報總市值

US$2.1億

91 stks

2019-03-31

資料過舊，未更新

Campbell Capital Management INC

CIK 0000826794

申報總市值

US$2.1億

31 stks

2026-03-31

Adalta Capital Management LLC

CIK 0001698926

申報總市值

US$2.1億

120 stks

2026-03-31

Byrne Financial Freedom, LLC

CIK 0002063947

申報總市值

US$2.1億

103 stks

2026-03-31

Foundry Group, LLC

CIK 0001644978

申報總市值

US$2.1億

4 stks

2022-09-30

資料過舊，未更新

Allodium Investment Consultants, LLC

CIK 0002052983

申報總市值

US$2.1億

52 stks

2026-03-31

Plan A Wealth LLC

CIK 0002093645

申報總市值

US$2.1億

178 stks

2026-03-31

Bernzott Capital Advisors

CIK 0001260468

申報總市值

US$2.1億

38 stks

2026-03-31

Beartown Capital Management, LLC

CIK 0001877162

申報總市值

US$2.1億

42 stks

2026-03-31

Ade, LLC

CIK 0001845950

申報總市值

US$2.1億

86 stks

2026-03-31

Copperleaf Capital, LLC

CIK 0001802225

申報總市值

US$2.1億

114 stks

2025-09-30

資料過舊，未更新

Financial Architects, LLC

CIK 0002008540

申報總市值

US$2.1億

24 stks

2026-06-30

Marshall Investment Management, LLC

CIK 0002022427

申報總市值

US$2.1億

274 stks

2026-03-31

Capelight Capital Asset Management LP

CIK 0002105992

申報總市值

US$2.1億

38 stks

2026-06-30