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。

Melfa Wealth Management, INC.

CIK 0001962465

申報總市值

US$1.7億

195 stks

2026-03-31

Exane Derivatives

CIK 0001623883

申報總市值

US$1.7億

758 stks

2022-06-30

資料過舊，未更新

Guardian Wealth Advisors, LLC

CIK 0001858828

申報總市值

US$1.7億

64 stks

2026-03-31

Stilwell Joseph

CIK 0001113303

申報總市值

US$1.7億

73 stks

2014-12-31

資料過舊，未更新

DHK Financial Advisors, Inc.

CIK 0001922962

申報總市值

US$1.7億

87 stks

2025-06-30

資料過舊，未更新

Solas Capital Management, LLC

CIK 0001604867

申報總市值

US$1.7億

22 stks

2026-03-31

Breakout Capital Partners, LP

CIK 0001935243

申報總市值

US$1.7億

8 stks

2026-03-31

Legacy Capital Wealth Management, LLC

CIK 0002071183

申報總市值

US$1.7億

65 stks

2026-03-31

Echo Wealth Management, LLC

CIK 0001846994

申報總市值

US$1.7億

47 stks

2026-03-31

Vermillion & White Wealth Management Group, LLC

CIK 0001862443

申報總市值

US$1.7億

65 stks

2026-03-31

Golden Road Advisors LLC

CIK 0002014454

申報總市值

US$1.7億

53 stks

2026-03-31

Pvg Asset Management CORP

CIK 0000820434

申報總市值

US$1.7億

132 stks

2026-06-30

Innovative Asset Advisors Group, LLC

CIK 0002127147

申報總市值

US$1.7億

1,040 stks

2026-03-31

Mrj Capital INC

CIK 0001160099

申報總市值

US$1.7億

51 stks

2021-12-31

資料過舊，未更新

Forbes Financial Planning, Inc.

CIK 0001911316

申報總市值

US$1.7億

38 stks

2026-03-31

Capital Today Evergreen Fund, L.P.

CIK 0001625502

申報總市值

US$1.7億

3 stks

2026-03-31

Bennicas & Associates, INC.

CIK 0001056821

申報總市值

US$1.7億

99 stks

2022-12-31

資料過舊，未更新

Kurv Investment Management LLC

CIK 0002027462

申報總市值

US$1.7億

62 stks

2026-03-31

Dynamic Wealth Strategies, LLC

CIK 0001812853

申報總市值

US$1.7億

288 stks

2026-03-31

Marest Capital, LLC

CIK 0002010315

申報總市值

US$1.7億

29 stks

2026-03-31

Royalty Pharma Sub-Manager, LLC

CIK 0002081668

申報總市值

US$1.7億

4 stks

2026-03-31

Bullseye Asset Management LLC

CIK 0001513779

申報總市值

US$1.7億

60 stks

2026-03-31

Sander Capital Advisors INC

CIK 0001173889

申報總市值

US$1.7億

12 stks

2026-03-31

Kylin Management LLC

CIK 0001512384

申報總市值

US$1.7億

7 stks

2021-12-31

資料過舊，未更新

Peterson Wealth Management

CIK 0001785144

申報總市值

US$1.7億

166 stks

2026-03-31

Godshalk Welsh Capital Management, Inc.

CIK 0001631775

申報總市值

US$1.7億

129 stks

2026-03-31

Sanders Morris Harris LLC

CIK 0001053994

申報總市值

US$1.7億

75 stks

2026-06-30

Tiptree Advisors, LLC

CIK 0001455452

申報總市值

US$1.7億

22 stks

2026-03-31

Columbia River Financial Group, LLC

CIK 0002057074

申報總市值

US$1.7億

58 stks

2026-03-31

Prentiss Smith & Co INC

CIK 0001134687

申報總市值

US$1.7億

65 stks

2026-03-31

Boston Mountain Money Management INC

CIK 0002022846

申報總市值

US$1.7億

64 stks

2024-09-30

資料過舊，未更新

Stevens First Principles Investment Advisors

CIK 0001388076

申報總市值

US$1.7億

168 stks

2019-06-30

資料過舊，未更新

Washburn Capital Management, INC.

CIK 0001793923

申報總市值

US$1.7億

56 stks

2026-03-31

Plaisance Capital LLC

CIK 0001761269

申報總市值

US$1.7億

25 stks

2022-06-30

資料過舊，未更新

Benchmark Investment Advisors LLC

CIK 0001910971

申報總市值

US$1.7億

76 stks

2026-03-31

Coastwise Capital Group, LLC

CIK 0001934500

申報總市值

US$1.7億

143 stks

2026-06-30

South Plains Financial, INC.

CIK 0001163668

申報總市值

US$1.7億

311 stks

2026-03-31

Roof Advisory Group, Inc.

CIK 0001596212

申報總市值

US$1.7億

31 stks

2019-06-30

資料過舊，未更新

Paladin Wealth, LLC

CIK 0002040377

申報總市值

US$1.7億

134 stks

2026-06-30

Beacon Wealthcare, Inc

CIK 0001107576

申報總市值

US$1.7億

10 stks

2020-12-31

資料過舊，未更新

Abbington Investment Group

CIK 0002088867

申報總市值

US$1.7億

51 stks

2026-03-31

Nicholson Wealth Management Group, LLC

CIK 0002035982

申報總市值

US$1.7億

114 stks

2026-03-31

Stonekeep Investments, LLC

CIK 0002032486

申報總市值

US$1.7億

81 stks

2026-06-30

Williams Financial, LLC

CIK 0001846923

申報總市值

US$1.7億

25 stks

2026-03-31

Graphene Investments SAS

CIK 0001965776

申報總市值

US$1.7億

42 stks

2026-06-30

WealthTrust-Arizona, LLC

CIK 0001424447

申報總市值

US$1.7億

724 stks

2018-12-31

資料過舊，未更新

Atlantic Investment Management, INC.

CIK 0001063296

申報總市值

US$1.7億

12 stks

2026-03-31

Cribstone Capital Management, LLC

CIK 0001667163

申報總市值

US$1.7億

415 stks

2022-12-31

資料過舊，未更新

Long Path Partners Fund, LP

CIK 0001751978

申報總市值

US$1.7億

8 stks

2022-03-31

資料過舊，未更新

Fischer Investment Strategies, LLC

CIK 0001977444

申報總市值

US$1.7億

51 stks

2025-12-31

資料過舊，未更新

Black Diamond Capital Management, L.l.c.

CIK 0001282197

申報總市值

US$1.7億

13 stks

2025-06-30

資料過舊，未更新

R.m.sincerbeaux Capital Management LLC

CIK 0001426774

申報總市值

US$1.7億

38 stks

2026-03-31

Ciovacco Capital Management LLC

CIK 0001653012

申報總市值

US$1.7億

28 stks

2026-03-31

Salus Financial Advisors, LLC

CIK 0002056601

申報總市值

US$1.7億

34 stks

2026-03-31

MAC Alpha Capital Management, LP

CIK 0002111003

申報總市值

US$1.7億

21 stks

2026-03-31

Bannerman Wealth Management Group, LLC

CIK 0002058816

申報總市值

US$1.7億

38 stks

2026-06-30

Old Peak Finance LLC

CIK 0002080991

申報總市值

US$1.7億

117 stks

2026-03-31

Tranquilli Financial Advisor LLC

CIK 0001847769

申報總市值

US$1.7億

132 stks

2026-03-31

Guardian Asset Advisors, LLC

CIK 0002021272

申報總市值

US$1.7億

102 stks

2026-03-31

Inman Jager Wealth Management, LLC

CIK 0002052044

申報總市值

US$1.7億

84 stks

2026-03-31

Pillar Financial Advisors, LLC

CIK 0002054958

申報總市值

US$1.7億

106 stks

2026-03-31

Afg Fiduciary Services Limited Partnership

CIK 0001907820

申報總市值

US$1.7億

92 stks

2026-03-31

Channing Global Advisors, LLC

CIK 0001901222

申報總市值

US$1.7億

47 stks

2026-03-31

Eq Wealth Advisors, LLC

CIK 0002047572

申報總市值

US$1.7億

54 stks

2026-03-31

Milestone Asset Management Group, LLC

CIK 0002063452

申報總市值

US$1.7億

126 stks

2026-03-31

Longview Financial Advisors, Inc.

CIK 0001786915

申報總市值

US$1.7億

43 stks

2026-06-30

Ridgeline Wealth, LLC

CIK 0001934226

申報總市值

US$1.7億

60 stks

2026-06-30

Trust Investment Advisors

CIK 0001597690

申報總市值

US$1.7億

90 stks

2026-03-31

Security Asset Management

CIK 0000899211

申報總市值

US$1.7億

76 stks

2023-03-31

資料過舊，未更新

Strategic Financial Planning, Inc.

CIK 0001802277

申報總市值

US$1.7億

40 stks

2026-03-31

Beto Financial Group, LLC

CIK 0002104828

申報總市值

US$1.7億

152 stks

2026-03-31

English Capital Management LLC

CIK 0002010442

申報總市值

US$1.7億

36 stks

2026-03-31

Truehand, Inc

CIK 0001302720

申報總市值

US$1.7億

191 stks

2021-12-31

資料過舊，未更新

Defined Wealth Management, LLC

CIK 0001849518

申報總市值

US$1.7億

109 stks

2026-03-31

TLW Wealth Management, LLC

CIK 0001767217

申報總市值

US$1.7億

16 stks

2026-03-31

Processus Wealth & Capital Management, LLC

CIK 0002014209

申報總市值

US$1.7億

37 stks

2026-06-30

Rareview Capital LLC

CIK 0002044533

申報總市值

US$1.7億

52 stks

2026-03-31

Invariant Investment Management

CIK 0001850871

申報總市值

US$1.7億

68 stks

2026-06-30

Cathy Pareto & Associates, INC

CIK 0002045974

申報總市值

US$1.7億

102 stks

2026-06-30

Greytown Advisors Inc.

CIK 0001672829

申報總市值

US$1.7億

71 stks

2024-06-30

資料過舊，未更新

Karnit Road Accident Victims Compensation Fund

CIK 0002110887

申報總市值

US$1.7億

17 stks

2026-03-31

Argo Wealth Advisory, LLC

CIK 0002104895

申報總市值

US$1.7億

48 stks

2026-03-31

Value Holdings LP

CIK 0001140331

申報總市值

US$1.7億

39 stks

2016-09-30

資料過舊，未更新

Aquamarine Capital Management, LLC

CIK 0001404599

申報總市值

US$1.7億

12 stks

2022-06-30

資料過舊，未更新

Shotwell Rutter Baer Inc

CIK 0002008310

申報總市值

US$1.7億

38 stks

2026-03-31

ARP Global Capital Ltd

CIK 0002074760

申報總市值

US$1.7億

19 stks

2026-03-31

Daner Wealth Management, LLC

CIK 0001956649

申報總市值

US$1.7億

88 stks

2026-03-31

Evolution Wealth Management INC.

CIK 0002010029

申報總市值

US$1.7億

939 stks

2026-06-30

RiverGlades Family Offices LLC

CIK 0001619779

申報總市值

US$1.7億

87 stks

2026-03-31

Dickmeyer Boyce Financial Management, Inc.

CIK 0002038325

申報總市值

US$1.7億

125 stks

2026-03-31

Cyr Financial Inc.

CIK 0002010666

申報總市值

US$1.7億

58 stks

2026-03-31

Brandywine Managers, LLC

CIK 0001135121

申報總市值

US$1.7億

40 stks

2026-03-31

Chatterton & Associates Inc.

CIK 0002102688

申報總市值

US$1.7億

101 stks

2026-06-30

Binnacle Investments Inc

CIK 0002060308

申報總市值

US$1.7億

1,513 stks

2025-09-30

資料過舊，未更新

Park Capital Management, LLC / WI

CIK 0001998000

申報總市值

US$1.7億

161 stks

2026-06-30

Coppell Advisory Solutions LLC

CIK 0001848433

申報總市值

US$1.7億

41 stks

2026-03-31

Coombe, Bender & Co LLC

CIK 0001812902

申報總市值

US$1.7億

75 stks

2024-06-30

資料過舊，未更新

Financial Harvest, LLC

CIK 0002052933

申報總市值

US$1.7億

57 stks

2026-03-31

Rayburn West Financial Services LLC

CIK 0002107467

申報總市值

US$1.7億

82 stks

2026-03-31

Watson Rebecca

CIK 0001795711

申報總市值

US$1.7億

81 stks

2020-09-30

資料過舊，未更新

Employers Holdings, Inc.

CIK 0001379041

申報總市值

US$1.7億

144 stks

2021-03-31

資料過舊，未更新

Nautilus Advisors LLC

CIK 0002083253

申報總市值

US$1.7億

179 stks

2026-06-30

Financial Planning Hawaii, Inc.

CIK 0002105146

申報總市值

US$1.7億

123 stks

2026-03-31

Live Oak Investment Partners

CIK 0001822262

申報總市值

US$1.7億

93 stks

2026-03-31

Madrid Financial Services

CIK 0002135336

申報總市值

US$1.7億

26 stks

2026-03-31

Upper Left Wealth Management, LLC

CIK 0001911228

申報總市值

US$1.7億

68 stks

2026-03-31

EnCap Energy Capital Fund XII, L.P.

CIK 0001970507

申報總市值

US$1.7億

1 stks

2025-12-31

資料過舊，未更新

Navigoe, LLC

CIK 0002056100

申報總市值

US$1.7億

228 stks

2026-03-31

Sherrill & Hutchins Financial Advisory, Inc

CIK 0002005607

申報總市值

US$1.7億

15 stks

2026-03-31

Hoffman, Alan N Investment Management

CIK 0001848530

申報總市值

US$1.7億

14 stks

2026-06-30

Emergent Wealth Advisors, LLC

CIK 0001799880

申報總市值

US$1.7億

125 stks

2026-03-31

United Financial Planning Group LLC

CIK 0002088337

申報總市值

US$1.7億

462 stks

2026-03-31

Security National Bank Of Sioux City Iowa /ia/

CIK 0000894309

申報總市值

US$1.7億

161 stks

2026-03-31

Forerunner Ventures Management, LLC

CIK 0001909850

申報總市值

US$1.7億

1 stks

2026-03-31

Optimus Capital Advisors, LLC

CIK 0002140431

申報總市值

US$1.7億

33 stks

2026-03-31

Thoma Capital Management LLC

CIK 0002060298

申報總市值

US$1.7億

55 stks

2026-03-31

Daviman Financial, LLC

CIK 0002104394

申報總市值

US$1.7億

85 stks

2026-03-31

Aevitas Wealth Management, Inc.

CIK 0001722117

申報總市值

US$1.7億

114 stks

2022-12-31

資料過舊，未更新

William Allan Corp

CIK 0001910961

申報總市值

US$1.7億

59 stks

2026-03-31

McHugh Group, LLC

CIK 0002052657

申報總市值

US$1.7億

82 stks

2026-03-31

Davis Capital Management

CIK 0001811806

申報總市值

US$1.7億

1,270 stks

2026-06-30

Alpha Financial Partners LLC

CIK 0001966219

申報總市值

US$1.7億

103 stks

2026-03-31

Cascade Investment Advisors, Inc.

CIK 0001681490

申報總市值

US$1.7億

116 stks

2026-03-31

Tacita Capital Inc

CIK 0001846287

申報總市值

US$1.7億

238 stks

2026-03-31

Hatteras Investment Partners, LP

CIK 0001600745

申報總市值

US$1.7億

1 stks

2025-06-30

資料過舊，未更新

Marshall & Sterling Wealth Advisors Inc.

CIK 0002056315

申報總市值

US$1.7億

339 stks

2026-06-30

Wall Street Financial Group, Inc.

CIK 0002019337

申報總市值

US$1.7億

667 stks

2026-03-31

PacWest Financial Management Inc

CIK 0001304762

申報總市值

US$1.7億

82 stks

2016-12-31

資料過舊，未更新

Wealthsimple US, Ltd.

CIK 0001811613

申報總市值

US$1.7億

23 stks

2021-03-31

資料過舊，未更新

Somnio Financial Group, LLC

CIK 0002034894

申報總市值

US$1.7億

14 stks

2026-06-30

XL Group Investments Ltd

CIK 0001572311

申報總市值

US$1.7億

5 stks

2018-06-30

資料過舊，未更新

Pingora Partners LLC

CIK 0002011176

申報總市值

US$1.7億

186 stks

2026-03-31

Income Research & Management

CIK 0001165830

申報總市值

US$1.7億

26 stks

2026-03-31

Cigogne Management SA

CIK 0002047346

申報總市值

US$1.7億

86 stks

2024-12-31

資料過舊，未更新

Cibelli Mario

CIK 0001171692

申報總市值

US$1.7億

24 stks

2013-09-30

資料過舊，未更新

Grace Capital

CIK 0001441646

申報總市值

US$1.7億

144 stks

2021-12-31

資料過舊，未更新

Crystal Rock Capital Management

CIK 0001510668

申報總市值

US$1.7億

32 stks

2026-03-31

Little Harbor Advisors, LLC

CIK 0001539639

申報總市值

US$1.7億

4 stks

2026-03-31

Lumature Wealth Partners, LLC

CIK 0001843558

申報總市值

US$1.7億

384 stks

2023-06-30

資料過舊，未更新

Old North State Trust, LLC

CIK 0001760444

申報總市值

US$1.7億

150 stks

2026-03-31

Seven Locks Capital Management LP

CIK 0001599425

申報總市值

US$1.7億

23 stks

2016-09-30

資料過舊，未更新

Code Waechter LLC

CIK 0002039212

申報總市值

US$1.7億

118 stks

2026-03-31

Presper Financial Architects, LLC

CIK 0002066674

申報總市值

US$1.7億

50 stks

2026-03-31

Meadowbrook Advisors Group, LLC

CIK 0002119283

申報總市值

US$1.7億

136 stks

2026-03-31

Ti-trust, INC

CIK 0001802284

申報總市值

US$1.7億

128 stks

2026-03-31

7g Capital Management, LLC

CIK 0001720350

申報總市值

US$1.7億

11 stks

2026-03-31

Widmann Financial Services, Inc.

CIK 0001906640

申報總市值

US$1.7億

121 stks

2026-03-31

Lee-Kelleher Wealth Management

CIK 0002063827

申報總市值

US$1.7億

41 stks

2026-03-31

Knott David M Jr

CIK 0001892770

申報總市值

US$1.7億

88 stks

2026-03-31

Disciplined Investors, L.L.C.

CIK 0002056242

申報總市值

US$1.7億

139 stks

2026-03-31