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。

Gallagher Capital Advisors, LLC

CIK 0002034519

申報總市值

US$1.7億

71 stks

2026-06-30

Basepoint Wealth LLC

CIK 0002088236

申報總市值

US$1.7億

632 stks

2026-06-30

Claybrook Capital, LLC

CIK 0001729848

申報總市值

US$1.7億

138 stks

2023-09-30

資料過舊，未更新

J. M. Brown & Associates Inc.

CIK 0002134631

申報總市值

US$1.7億

167 stks

2026-06-30

Briggs Advisory Group, Inc.

CIK 0001906527

申報總市值

US$1.7億

60 stks

2023-09-30

資料過舊，未更新

CNO Financial Group, Inc.

CIK 0001224608

申報總市值

US$1.7億

18 stks

2026-06-30

Credit Capital Investments LLC

CIK 0001631208

申報總市值

US$1.7億

42 stks

2026-06-30

Pring Turner Capital Group Inc

CIK 0001568839

申報總市值

US$1.7億

73 stks

2026-06-30

CogentBlue Wealth Advisors, LLC

CIK 0002054047

申報總市值

US$1.7億

103 stks

2026-06-30

Hansen & Associates Financial Group, Inc.

CIK 0001873973

申報總市值

US$1.7億

45 stks

2026-06-30

Boyar Asset Management Inc.

CIK 0001218254

申報總市值

US$1.7億

77 stks

2026-06-30

Stilwell Value LLC

CIK 0001397076

申報總市值

US$1.7億

24 stks

2026-06-30

Coordinated Financial Services, Inc.

CIK 0002055532

申報總市值

US$1.7億

176 stks

2026-03-31

Alterna Wealth Management, Inc

CIK 0001767699

申報總市值

US$1.7億

109 stks

2026-06-30

Filbrandt Wealth Management, LLC

CIK 0001806091

申報總市值

US$1.7億

246 stks

2021-09-30

資料過舊，未更新

Accelerate Investment Advisors LLC

CIK 0002035216

申報總市值

US$1.7億

149 stks

2026-06-30

Patrick M Sweeney & Associates, Inc

CIK 0002010453

申報總市值

US$1.7億

172 stks

2026-06-30

Piar LLC

CIK 0002054677

申報總市值

US$1.7億

92 stks

2026-06-30

Northwest Wealth Advisors, LLC

CIK 0002094564

申報總市值

US$1.7億

66 stks

2026-06-30

6th Street Advisors, LLC

CIK 0002102803

申報總市值

US$1.7億

61 stks

2026-06-30

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

Pacific Wealth Strategies Group, Inc.

CIK 0001766571

申報總市值

US$1.7億

59 stks

2026-06-30

Kalehua Capital Management LLC

CIK 0002106181

申報總市值

US$1.7億

26 stks

2026-06-30

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

Cedar Point Capital Partners, LLC

CIK 0001954337

申報總市值

US$1.7億

77 stks

2026-06-30

MontVue Capital Management, Inc.

CIK 0002008758

申報總市值

US$1.7億

78 stks

2026-06-30

M.e. Allison & Co., Inc.

CIK 0001619532

申報總市值

US$1.7億

195 stks

2026-06-30

Triton Financial Group Inc

CIK 0001811805

申報總市值

US$1.7億

99 stks

2026-06-30

Melia Wealth LLC

CIK 0001964047

申報總市值

US$1.7億

23 stks

2026-06-30

Strategent Financial, LLC

CIK 0002052737

申報總市值

US$1.7億

41 stks

2026-06-30

Livet Wealth, LLC

CIK 0002111409

申報總市值

US$1.7億

122 stks

2026-06-30

Ehrenkranz Partners L.P.

CIK 0001641043

申報總市值

US$1.7億

49 stks

2026-06-30

Pvg Asset Management CORP

CIK 0000820434

申報總市值

US$1.7億

132 stks

2026-06-30

Natixis Investment Managers, LLC

CIK 0001053187

申報總市值

US$1.7億

4 stks

2026-06-30

SwitchPoint Financial Planning, LLC

CIK 0002055526

申報總市值

US$1.7億

113 stks

2026-06-30

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

Covestor Ltd

CIK 0001909846

申報總市值

US$1.7億

2,901 stks

2026-06-30

Stage Harbor Financial, LLC

CIK 0001934721

申報總市值

US$1.7億

64 stks

2026-06-30

American Institute for Advanced Investment Management, LLP

CIK 0001805824

申報總市值

US$1.7億

159 stks

2026-06-30

Gutierrez Wealth Advisory, LLC

CIK 0001965923

申報總市值

US$1.7億

110 stks

2026-06-30

Kuhn & Co Investment Counsel

CIK 0002011958

申報總市值

US$1.7億

149 stks

2026-06-30

Teton Advisors, LLC

CIK 0002086025

申報總市值

US$1.7億

157 stks

2026-06-30

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

Concorde Asset Management, LLC

CIK 0001631773

申報總市值

US$1.7億

152 stks

2026-06-30

Archvest Wealth Advisors, Inc.

CIK 0001910174

申報總市值

US$1.7億

73 stks

2026-06-30

Hopwood Financial Services, Inc.

CIK 0002023166

申報總市值

US$1.7億

92 stks

2026-06-30

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

Grantvest Financial Group LLC

CIK 0002055216

申報總市值

US$1.7億

246 stks

2026-06-30

DeLarme Wealth Management, Inc.

CIK 0002070361

申報總市值

US$1.7億

68 stks

2026-06-30

Doheny Asset Management /ca

CIK 0000936936

申報總市值

US$1.7億

61 stks

2026-06-30

Fundamenta Capital S.A.

CIK 0002088289

申報總市值

US$1.7億

14 stks

2026-06-30

Sanders Morris Harris LLC

CIK 0001053994

申報總市值

US$1.7億

75 stks

2026-06-30

Investidor Profissional Gestao de Recursos Ltda.

CIK 0001953154

申報總市值

US$1.7億

23 stks

2026-06-30

Pacific Park Financial, Inc.

CIK 0002107255

申報總市值

US$1.7億

77 stks

2026-06-30

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

Innovative Wealth Building LLC

CIK 0002062596

申報總市值

US$1.7億

84 stks

2026-06-30

Aspire Growth Partners LLC

CIK 0002055568

申報總市值

US$1.7億

128 stks

2026-06-30

Networth Advisors, LLC

CIK 0002099019

申報總市值

US$1.7億

383 stks

2026-06-30

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

Coastwise Capital Group, LLC

CIK 0001934500

申報總市值

US$1.7億

143 stks

2026-06-30

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

Stonekeep Investments, LLC

CIK 0002032486

申報總市值

US$1.7億

81 stks

2026-06-30

Gambit Capital Management, LLC

CIK 0002107464

申報總市值

US$1.7億

103 stks

2026-06-30

Graphene Investments SAS

CIK 0001965776

申報總市值

US$1.7億

42 stks

2026-06-30

Collaborative Fund Advisors, LLC

CIK 0002132074

申報總市值

US$1.7億

182 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

Shade Tree Advisors LLC

CIK 0001804785

申報總市值

US$1.7億

29 stks

2026-06-30

Northland Securities, Inc.

CIK 0001006938

申報總市值

US$1.7億

123 stks

2026-06-30

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

Welch Financial Planning, LLC

CIK 0002085141

申報總市值

US$1.7億

71 stks

2026-06-30

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

Brian Low Financial Group, LLC

CIK 0002079080

申報總市值

US$1.7億

116 stks

2026-06-30

Bannerman Wealth Management Group, LLC

CIK 0002058816

申報總市值

US$1.7億

38 stks

2026-06-30

Lifetime Wealth Management P.C.

CIK 0002116339

申報總市值

US$1.7億

90 stks

2026-06-30

Pingora Partners LLC

CIK 0002011176

申報總市值

US$1.7億

182 stks

2026-06-30

Del-Sette Capital Management, LLC

CIK 0001610580

申報總市值

US$1.7億

50 stks

2026-06-30

Fidato Wealth LLC

CIK 0001711360

申報總市值

US$1.7億

14 stks

2026-06-30

CFC Planning Co LLC

CIK 0001854428

申報總市值

US$1.7億

71 stks

2026-06-30

Guided Capital Wealth Management, LLC

CIK 0001849618

申報總市值

US$1.7億

35 stks

2026-06-30

Alexis Investment Partners, LLC

CIK 0002054271

申報總市值

US$1.7億

38 stks

2026-06-30

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

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

Fig Financial Advisory Services Inc /adv

CIK 0000753967

申報總市值

US$1.7億

74 stks

2026-06-30

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

Strategic Value Partners, LLC

CIK 0001301912

申報總市值

US$1.7億

1 stks

2026-06-30

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

Wilson & Boucher Capital Management, LLC

CIK 0001903579

申報總市值

US$1.7億

121 stks

2026-06-30

Banco de Sabadell, S.A

CIK 0001730299

申報總市值

US$1.7億

61 stks

2026-06-30

Pfizer Inc

CIK 0000078003

申報總市值

US$1.7億

20 stks

2026-06-30

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

Ndwm LLC

CIK 0001818386

申報總市值

US$1.7億

39 stks

2026-06-30

WPG Advisers, LLC

CIK 0002067343

申報總市值

US$1.7億

1,549 stks

2026-06-30

Evolution Wealth Management Inc.

CIK 0002010029

申報總市值

US$1.7億

939 stks

2026-06-30

Harbourvest Partners LLC

CIK 0001201001

申報總市值

US$1.7億

6 stks

2026-06-30

Gordian Advisors LLC

CIK 0002011856

申報總市值

US$1.7億

65 stks

2026-06-30

Oep Capital Advisors, L.p.

CIK 0001817681

申報總市值

US$1.7億

1 stks

2026-06-30

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

Aspetuck Financial Management LLC

CIK 0002048608

申報總市值

US$1.7億

79 stks

2026-06-30

Jackson Wealth Management, LLC

CIK 0001536799

申報總市值

US$1.7億

86 stks

2026-06-30

Park Capital Management, LLC / WI

CIK 0001998000

申報總市值

US$1.7億

161 stks

2026-06-30

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

Providence Wealth Advisors, LLC

CIK 0001744955

申報總市值

US$1.7億

84 stks

2026-06-30

Nicholson Wealth Management Group, LLC

CIK 0002035982

申報總市值

US$1.7億

111 stks

2026-06-30

Community Bank of Raymore

CIK 0001599923

申報總市值

US$1.7億

125 stks

2026-06-30

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

Christian Investment Advisors, Inc.

CIK 0002055071

申報總市值

US$1.7億

14 stks

2026-06-30

Nautilus Advisors LLC

CIK 0002083253

申報總市值

US$1.7億

179 stks

2026-06-30

Collar Capital Management, LLC

CIK 0002056719

申報總市值

US$1.7億

73 stks

2026-06-30

Arsenal Capital Advisors LLC

CIK 0002109474

申報總市值

US$1.7億

108 stks

2026-06-30

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

RiverTree Advisors, LLC

CIK 0001872501

申報總市值

US$1.7億

72 stks

2026-06-30

Ellerson Group Inc /adv

CIK 0000935570

申報總市值

US$1.7億

64 stks

2026-06-30

Hoffman, Alan N Investment Management

CIK 0001848530

申報總市值

US$1.7億

14 stks

2026-06-30

Tailwinds Wealth, LLC

CIK 0002109222

申報總市值

US$1.7億

89 stks

2026-06-30

Palacios Wealth Management, LLC

CIK 0002053829

申報總市值

US$1.7億

76 stks

2026-06-30

J Digital 6 LLC

CIK 0002090663

申報總市值

US$1.7億

3 stks

2026-06-30

Foundation Wealth Management, LLC

CIK 0001966351

申報總市值

US$1.7億

51 stks

2026-06-30

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

Davis Capital Management

CIK 0001811806

申報總市值

US$1.7億

1,270 stks

2026-06-30

Daniel Investment Group, Inc.

CIK 0002144243

申報總市值

US$1.7億

33 stks

2026-06-30

Fairbanks Capital Management, Inc.

CIK 0001681372

申報總市值

US$1.7億

49 stks

2026-06-30

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

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

Processus Wealth & Capital Management, LLC

CIK 0002014209

申報總市值

US$1.7億

35 stks

2026-06-30

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

Cross Staff Investments Inc

CIK 0001900406

申報總市值

US$1.7億

133 stks

2026-06-30

North Dallas Bank & Trust Co

CIK 0002035144

申報總市值

US$1.7億

202 stks

2026-06-30

Granite Group Advisors, LLC

CIK 0002018114

申報總市值

US$1.7億

84 stks

2026-06-30

Athena Investment Management

CIK 0001921093

申報總市值

US$1.7億

132 stks

2026-06-30

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

Bravias Capital Group, LLC

CIK 0002054328

申報總市值

US$1.7億

97 stks

2026-06-30

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

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

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

Sunrise Financial Services, LLC

CIK 0002110891

申報總市值

US$1.7億

591 stks

2026-06-30

顯示第 5,551-5,700 筆，共 7,401 間機構