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。

Capstone Capital LLC

CIK 0001993327

申報總市值

US$1.6億

22 stks

2026-03-31

Kuhn & Co Investment Counsel

CIK 0002011958

申報總市值

US$1.6億

142 stks

2026-03-31

Hefty Wealth Partners

CIK 0001674672

申報總市值

US$1.6億

239 stks

2018-03-31

資料過舊，未更新

Retirement Planning Group, LLC / Ny

CIK 0002057004

申報總市值

US$1.6億

94 stks

2026-03-31

Future Financial Wealth Managment LLC

CIK 0001801892

申報總市值

US$1.6億

128 stks

2026-03-31

Legend Financial Advisors, Inc.

CIK 0001781948

申報總市值

US$1.6億

38 stks

2026-03-31

Carlsbad Wealth Advisory Group, Inc.

CIK 0001987600

申報總市值

US$1.6億

45 stks

2023-06-30

資料過舊，未更新

Archvest Wealth Advisors, Inc.

CIK 0001910174

申報總市值

US$1.5億

74 stks

2026-03-31

Towerview LLC

CIK 0001166573

申報總市值

US$1.5億

16 stks

2026-03-31

Guardian Investment Management

CIK 0001365474

申報總市值

US$1.5億

60 stks

2026-06-30

CYBER HORNET ETFs LLC

CIK 0001818014

申報總市值

US$1.5億

507 stks

2026-03-31

Minerva Advisors LLC

CIK 0001541536

申報總市值

US$1.5億

92 stks

2026-03-31

Aegis Wealth Management, Inc.

CIK 0002096565

申報總市值

US$1.5億

183 stks

2026-06-30

Es4, LLC

CIK 0002095578

申報總市值

US$1.5億

32 stks

2026-03-31

AtlasMark Financial, Inc

CIK 0002127120

申報總市值

US$1.5億

47 stks

2026-03-31

Mountain Lake Investment Management LLC

CIK 0001308555

申報總市值

US$1.5億

29 stks

2026-03-31

Asahi Life Asset Management Co., LTD.

CIK 0001564835

申報總市值

US$1.5億

150 stks

2026-03-31

Equity Wealth Partners, LLC

CIK 0002097037

申報總市值

US$1.5億

76 stks

2026-03-31

LeConte Wealth Management, LLC

CIK 0002060443

申報總市值

US$1.5億

152 stks

2026-03-31

Elevate Capital Advisors, LLC

CIK 0001909571

申報總市值

US$1.5億

72 stks

2026-03-31

Yorkville Advisors Global, LP

CIK 0001838613

申報總市值

US$1.5億

44 stks

2026-03-31

DecisionMap Wealth Management, LLC

CIK 0002001526

申報總市值

US$1.5億

129 stks

2026-03-31

Meadow Creek Wealth Advisors LLC

CIK 0001801107

申報總市值

US$1.5億

135 stks

2026-03-31

Collar Capital Management, LLC

CIK 0002056719

申報總市值

US$1.5億

72 stks

2026-03-31

Grantvest Financial Group LLC

CIK 0002055216

申報總市值

US$1.5億

213 stks

2026-03-31

Leigh Baldwin & Co., LLC

CIK 0000946629

申報總市值

US$1.5億

163 stks

2026-03-31

Albert D Mason INC

CIK 0001169318

申報總市值

US$1.5億

129 stks

2026-03-31

Steinberg Asset Management LLC

CIK 0001169883

申報總市值

US$1.5億

40 stks

2026-03-31

Outbound Financial Inc

CIK 0002144328

申報總市值

US$1.5億

45 stks

2026-06-30

Rare Wolf Capital LLC

CIK 0002105393

申報總市值

US$1.5億

127 stks

2026-03-31

American Institute for Advanced Investment Management, LLP

CIK 0001805824

申報總市值

US$1.5億

153 stks

2026-03-31

Pathfinder Wealth Consulting, Inc.

CIK 0002108842

申報總市值

US$1.5億

163 stks

2026-03-31

Ndwm LLC

CIK 0001818386

申報總市值

US$1.5億

38 stks

2026-03-31

Perspective Wealth Advisors LLC

CIK 0002080427

申報總市值

US$1.5億

55 stks

2026-03-31

Sheets Smith Investment Management

CIK 0001785199

申報總市值

US$1.5億

137 stks

2025-09-30

資料過舊，未更新

Paradoxiom Capital L.P.

CIK 0002028104

申報總市值

US$1.5億

31 stks

2025-03-31

資料過舊，未更新

Foresight Global Investors, Inc.

CIK 0001973323

申報總市值

US$1.5億

29 stks

2026-03-31

Fidato Wealth LLC

CIK 0001711360

申報總市值

US$1.5億

15 stks

2026-03-31

SBI Holdings USA, Inc.

CIK 0002107413

申報總市值

US$1.5億

1 stks

2026-03-31

Alpine Fox Capital LLC

CIK 0002096493

申報總市值

US$1.5億

17 stks

2026-03-31

Silver Oak Wealth Advisors Services, LLC

CIK 0002060368

申報總市值

US$1.5億

39 stks

2026-03-31

Cedar Point Capital Partners, LLC

CIK 0001954337

申報總市值

US$1.5億

71 stks

2026-03-31

Creegan & Nassoura Financial Group, LLC

CIK 0001631054

申報總市值

US$1.5億

78 stks

2025-12-31

資料過舊，未更新

Cravens & Co Advisors, LLC

CIK 0001966116

申報總市值

US$1.5億

64 stks

2026-03-31

Safir Wealth Advisors, LLC

CIK 0001830103

申報總市值

US$1.5億

17 stks

2026-06-30

Texan Capital Management

CIK 0001455924

申報總市值

US$1.5億

105 stks

2017-12-31

資料過舊，未更新

SageOak Financial, LLC

CIK 0002055829

申報總市值

US$1.5億

37 stks

2026-06-30

H Partners Management, LLC

CIK 0001364412

申報總市值

US$1.5億

2 stks

2026-03-31

Millbank Dartmoor Portsmouth LLC

CIK 0002098560

申報總市值

US$1.5億

2 stks

2026-03-31

Valpey Financial Services, LLC

CIK 0002077991

申報總市值

US$1.5億

75 stks

2026-03-31

Taylor Asset Management INC

CIK 0001561784

申報總市值

US$1.5億

31 stks

2019-03-31

資料過舊，未更新

Nova Wealth Management, Inc.

CIK 0002051980

申報總市值

US$1.5億

545 stks

2026-03-31

bLong Financial, LLC

CIK 0001943004

申報總市值

US$1.5億

80 stks

2026-06-30

RWQ Financial Management Services, Inc.

CIK 0001846544

申報總市值

US$1.5億

22 stks

2026-03-31

BRIGHT VALLEY CAPITAL Ltd

CIK 0001965546

申報總市值

US$1.5億

13 stks

2026-03-31

Siena Capital LLC

CIK 0001913599

申報總市值

US$1.5億

218 stks

2022-09-30

資料過舊，未更新

Doheny Asset Management /ca

CIK 0000936936

申報總市值

US$1.5億

60 stks

2026-03-31

BMS Financial Advisors, LLC

CIK 0001928041

申報總市值

US$1.5億

113 stks

2023-06-30

資料過舊，未更新

Verus Advisory, Inc.

CIK 0002064821

申報總市值

US$1.5億

8 stks

2025-12-31

資料過舊，未更新

Redstone Wealth Management, LLC

CIK 0002049950

申報總市值

US$1.5億

31 stks

2026-06-30

Pacific Park Financial, Inc.

CIK 0002107255

申報總市值

US$1.5億

73 stks

2026-03-31

Warner Group LLC

CIK 0002073617

申報總市值

US$1.5億

78 stks

2026-03-31

Blue Capital, Inc.

CIK 0002032856

申報總市值

US$1.5億

107 stks

2026-03-31

DiPaolo Financial Group, Inc.

CIK 0002111462

申報總市值

US$1.5億

47 stks

2026-06-30

Atlantic Private Wealth, LLC

CIK 0001893143

申報總市值

US$1.5億

315 stks

2026-03-31

McGinn Penninger Investment Management, Inc.

CIK 0001845031

申報總市值

US$1.5億

34 stks

2026-03-31

Lapides Asset Management, LLC

CIK 0001357993

申報總市值

US$1.5億

51 stks

2023-06-30

資料過舊，未更新

Orser Capital Management, LLC

CIK 0001785717

申報總市值

US$1.5億

46 stks

2026-03-31

Bravias Capital Group, LLC

CIK 0002054328

申報總市值

US$1.5億

96 stks

2026-03-31

Berbice Capital Management LLC

CIK 0002051605

申報總市值

US$1.5億

159 stks

2026-03-31

Interactive Financial Advisors, INC.

CIK 0001419099

申報總市值

US$1.5億

78 stks

2026-03-31

Bruce G. Allen Investments, LLC

CIK 0002005409

申報總市值

US$1.5億

1,084 stks

2026-03-31

Fiduciary Wealth Partners, LLC

CIK 0001666504

申報總市值

US$1.5億

60 stks

2026-03-31

Loveless Wealth Management LLC

CIK 0001798026

申報總市值

US$1.5億

122 stks

2022-06-30

資料過舊，未更新

Emerson Wealth, LLC

CIK 0001766671

申報總市值

US$1.5億

59 stks

2022-06-30

資料過舊，未更新

Round Hill Asset Management

CIK 0001696438

申報總市值

US$1.5億

62 stks

2026-03-31

SeaTown Holdings Pte. Ltd.

CIK 0001512367

申報總市值

US$1.5億

17 stks

2026-03-31

PUREfi Wealth, LLC

CIK 0002001520

申報總市值

US$1.5億

188 stks

2026-03-31

Climber Capital SA

CIK 0002011229

申報總市值

US$1.5億

69 stks

2026-03-31

Ellerson Group INC /adv

CIK 0000935570

申報總市值

US$1.5億

61 stks

2026-03-31

Redwood Financial Network Corp

CIK 0001927724

申報總市值

US$1.5億

170 stks

2026-03-31

Sellaronda Global Management LP

CIK 0001975764

申報總市值

US$1.5億

8 stks

2026-03-31

Horizons Wealth Management

CIK 0001943228

申報總市值

US$1.5億

173 stks

2026-03-31

Comprehensive Money Management Services LLC

CIK 0002058921

申報總市值

US$1.5億

193 stks

2026-03-31

Mosaic Financial Partners, Inc.

CIK 0001513122

申報總市值

US$1.5億

49 stks

2018-06-30

資料過舊，未更新

Forest Hill Capital, LLC

CIK 0001316550

申報總市值

US$1.5億

19 stks

2026-03-31

Rex Capital Advisors, LLC

CIK 0001389307

申報總市值

US$1.5億

26 stks

2022-12-31

資料過舊，未更新

Integras Partners LLC

CIK 0002055384

申報總市值

US$1.5億

69 stks

2026-03-31

Moulton Wealth Management, INC

CIK 0001792510

申報總市值

US$1.5億

66 stks

2026-06-30

Iguana Healthcare Management, LLC

CIK 0001597549

申報總市值

US$1.5億

62 stks

2018-03-31

資料過舊，未更新

Hummer Financial Advisory Services Inc

CIK 0001802279

申報總市值

US$1.5億

129 stks

2026-06-30

Ibex Investors LLC

CIK 0001531964

申報總市值

US$1.5億

14 stks

2026-03-31

Lederer & Associates Investment Counsel/ca

CIK 0001089707

申報總市值

US$1.5億

84 stks

2026-06-30

Prota Financial, LLC

CIK 0002126257

申報總市值

US$1.5億

70 stks

2026-06-30

State of Wisconsin - Board of Commissioners of Public Lands

CIK 0001967732

申報總市值

US$1.5億

6 stks

2026-03-31

Cascade Investment Group, INC.

CIK 0000919447

申報總市值

US$1.5億

147 stks

2026-03-31

Uptown Financial Advisors LLC

CIK 0002066147

申報總市值

US$1.5億

88 stks

2026-06-30

Silvia Mccoll Wealth Management, LLC

CIK 0001991983

申報總市值

US$1.5億

119 stks

2026-03-31

Leap Investments LP

CIK 0001779672

申報總市值

US$1.5億

388 stks

2020-06-30

資料過舊，未更新

Point Nemo Capital, LLC

CIK 0001988307

申報總市值

US$1.5億

80 stks

2026-03-31

U S Wealth Group, LLC.

CIK 0001554427

申報總市值

US$1.5億

43 stks

2025-12-31

資料過舊，未更新

FSA Advisors, Inc.

CIK 0001905627

申報總市值

US$1.5億

192 stks

2026-03-31

Guided Capital Wealth Management, LLC

CIK 0001849618

申報總市值

US$1.5億

34 stks

2026-03-31

Hickory Point Bank & Trust

CIK 0002039144

申報總市值

US$1.5億

585 stks

2026-03-31

Key Capital Management, INC

CIK 0002107249

申報總市值

US$1.5億

687 stks

2026-03-31

Bankers Trust Co Of South Dakota

CIK 0001161914

申報總市值

US$1.5億

38 stks

2014-06-30

資料過舊，未更新

Morgan Creek Capital Management, LLC

CIK 0001623781

申報總市值

US$1.5億

9 stks

2026-03-31

Wall Street Associates

CIK 0000828405

申報總市值

US$1.5億

203 stks

2016-12-31

資料過舊，未更新

Gold Dragon Worldwide Asset Management Ltd

CIK 0001837241

申報總市值

US$1.5億

2 stks

2022-06-30

資料過舊，未更新

Hartmann Taylor Wealth Management, LLC

CIK 0002058267

申報總市值

US$1.5億

54 stks

2026-03-31

Williams & Novak, LLC

CIK 0001998419

申報總市值

US$1.5億

146 stks

2026-06-30

MJT & Associates Financial Advisory Group, Inc.

CIK 0002065777

申報總市值

US$1.5億

465 stks

2026-06-30

Brightwater Advisory LLC

CIK 0002034566

申報總市值

US$1.5億

60 stks

2026-03-31

Sanctuary Wealth Management, L.L.C.

CIK 0001728436

申報總市值

US$1.5億

272 stks

2024-12-31

資料過舊，未更新

Merkkuri Wealth Advisors LLC

CIK 0002040317

申報總市值

US$1.5億

399 stks

2026-03-31

MFA Wealth Services

CIK 0001989379

申報總市值

US$1.5億

123 stks

2026-03-31

Dauntless Investment Group, LLC

CIK 0002044285

申報總市值

US$1.5億

69 stks

2026-03-31

Alta Partners Management Company, L.P.

CIK 0002054419

申報總市值

US$1.5億

2 stks

2026-03-31

Hudson Executive Capital LP

CIK 0001652522

申報總市值

US$1.5億

2 stks

2026-03-31

Planning Capital Management Corp

CIK 0002012016

申報總市值

US$1.5億

780 stks

2024-09-30

資料過舊，未更新

M.e. Allison & Co., INC.

CIK 0001619532

申報總市值

US$1.5億

193 stks

2026-03-31

Sage Advisors, LLC

CIK 0002032121

申報總市值

US$1.5億

48 stks

2025-12-31

資料過舊，未更新

Stage Harbor Financial, LLC

CIK 0001934721

申報總市值

US$1.5億

61 stks

2026-03-31

Fingerlakes Wealth Management, Inc.

CIK 0001910248

申報總市值

US$1.5億

97 stks

2026-03-31

Crew Capital Management, Ltd

CIK 0001835669

申報總市值

US$1.5億

109 stks

2026-03-31

Banco de Sabadell, S.A

CIK 0001730299

申報總市值

US$1.5億

62 stks

2026-03-31

Wilson & Boucher Capital Management, LLC

CIK 0001903579

申報總市值

US$1.5億

114 stks

2026-03-31

Adelphi Trust Co

CIK 0002106968

申報總市值

US$1.5億

200 stks

2026-06-30

Crown Advisors Management, INC.

CIK 0001733248

申報總市值

US$1.5億

40 stks

2026-03-31

Blackstart Capital LP

CIK 0001666647

申報總市值

US$1.5億

21 stks

2020-06-30

資料過舊，未更新

Matterhorn Capital Management, LLC

CIK 0001568049

申報總市值

US$1.5億

54 stks

2016-09-30

資料過舊，未更新

Lansing Management LP

CIK 0001691908

申報總市值

US$1.5億

14 stks

2026-03-31

FACT Capital, LP

CIK 0001964400

申報總市值

US$1.5億

17 stks

2026-03-31

Hillswick Asset Management, LLC

CIK 0001310052

申報總市值

US$1.5億

13 stks

2019-03-31

資料過舊，未更新

Jump Trading, LLC

CIK 0001127998

申報總市值

US$1.5億

222 stks

2020-06-30

資料過舊，未更新

JCP Investment Management, LLC

CIK 0001461945

申報總市值

US$1.5億

24 stks

2026-03-31

Wincap Financial LLC

CIK 0002064588

申報總市值

US$1.5億

87 stks

2026-03-31

Richmond Brothers, Inc.

CIK 0001540462

申報總市值

US$1.5億

69 stks

2026-03-31

Nicholson Meyer Capital Management, Inc.

CIK 0002065771

申報總市值

US$1.5億

45 stks

2026-06-30

Madryn Select Opportunities, LP

CIK 0001889283

申報總市值

US$1.5億

4 stks

2021-12-31

資料過舊，未更新

Charter Research & Investment Group, INC.

CIK 0001666624

申報總市值

US$1.5億

86 stks

2026-03-31

Redwood Park Advisors LLC

CIK 0002056274

申報總市值

US$1.5億

327 stks

2026-03-31

Gordian Advisors LLC

CIK 0002011856

申報總市值

US$1.5億

55 stks

2026-03-31

Magnolia Private Wealth, LLC

CIK 0002055130

申報總市值

US$1.5億

134 stks

2026-03-31

Pratt Collard Advisory Partners LLC

CIK 0001728318

申報總市值

US$1.5億

97 stks

2021-06-30

資料過舊，未更新

Floyd Financial Group LLC

CIK 0002007613

申報總市值

US$1.5億

68 stks

2026-03-31

Phil A. Younker & Associates, Ltd.

CIK 0002063635

申報總市值

US$1.5億

36 stks

2026-03-31

Thompson Davis & Co., INC.

CIK 0001017284

申報總市值

US$1.5億

141 stks

2026-03-31

Piedmont Capital Management, LLC/NC

CIK 0002108281

申報總市值

US$1.5億

119 stks

2026-03-31

Lakeside Advisors, INC.

CIK 0001913467

申報總市值

US$1.5億

65 stks

2026-03-31

顯示第 5,851-6,000 筆，共 7,392 間機構