1 億至 10 億美元機構名單（共 7398 家）

目前共有 7398 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。

Tandemgrowth Financial Advisors LLC

CIK 0002110449

申報總市值

US$1.2億

27 stks

2026-06-30

Birchwood Financial Partners, Inc.

CIK 0002110062

申報總市值

US$1.2億

352 stks

2026-06-30

Guardian Capital, LLC

CIK 0002083963

申報總市值

US$1.2億

79 stks

2026-06-30

Akanthos Capital Management LLC

CIK 0001218957

申報總市值

US$1.2億

13 stks

2018-09-30

資料過舊，未更新

High Point Wealth Management, LLC

CIK 0002106882

申報總市值

US$1.2億

250 stks

2026-06-30

Forteris Wealth Management Inc.

CIK 0002107238

申報總市值

US$1.2億

69 stks

2026-06-30

Wall Capital Group, Inc.

CIK 0001699803

申報總市值

US$1.2億

30 stks

2026-06-30

LPF Advisors LLC

CIK 0001799556

申報總市值

US$1.2億

34 stks

2025-03-31

資料過舊，未更新

Taal Capital Management LP

CIK 0001811243

申報總市值

US$1.2億

34 stks

2021-06-30

資料過舊，未更新

Bredin Investment LLC

CIK 0001710440

申報總市值

US$1.2億

75 stks

2019-12-31

資料過舊，未更新

WFA of San Diego, LLC

CIK 0001821407

申報總市值

US$1.2億

94 stks

2026-06-30

Cooke Wealth Management, LLC

CIK 0002093659

申報總市值

US$1.2億

39 stks

2026-06-30

JHP Wealth Management, LLC

CIK 0002110669

申報總市值

US$1.2億

40 stks

2026-06-30

Coral Wealth Management, LLC

CIK 0002135133

申報總市值

US$1.2億

17 stks

2026-06-30

Fure Financial Corp

CIK 0000841802

申報總市值

US$1.2億

34 stks

2022-09-30

資料過舊，未更新

Financial Management, Inc.

CIK 0002143070

申報總市值

US$1.2億

46 stks

2026-06-30

Hicks Capital Management LLC

CIK 0002062978

申報總市值

US$1.2億

39 stks

2026-06-30

Moneda S.A. Administradora General de Fondos

CIK 0001536361

申報總市值

US$1.2億

31 stks

2026-06-30

Vines Capital Management, LLC

CIK 0002110678

申報總市值

US$1.2億

105 stks

2026-06-30

CAMG Solamere Management, LLC

CIK 0001698094

申報總市值

US$1.2億

83 stks

2021-09-30

資料過舊，未更新

Clientfirst Wealth Management, LLC

CIK 0001915494

申報總市值

US$1.2億

53 stks

2026-06-30

Greenline Wealth Management LLC

CIK 0002111541

申報總市值

US$1.2億

131 stks

2026-06-30

Silverhawk Asset Management, LLC

CIK 0001910078

申報總市值

US$1.2億

33 stks

2023-06-30

資料過舊，未更新

Drystone LLC

CIK 0001910462

申報總市值

US$1.2億

18 stks

2026-06-30

Torrey-Payne Wealth Management, LLC

CIK 0002112151

申報總市值

US$1.2億

39 stks

2026-06-30

Institutional Venture Management XV, LLC

CIK 0001640275

申報總市值

US$1.2億

3 stks

2026-06-30

Midwest Investment Management LLC

CIK 0001278178

申報總市值

US$1.2億

55 stks

2017-09-30

資料過舊，未更新

Portus Wealth Advisors, LLC

CIK 0002097516

申報總市值

US$1.2億

50 stks

2026-06-30

Cfo Capital Management LLC

CIK 0002114167

申報總市值

US$1.2億

105 stks

2026-03-31

Pandowealth. LLC

CIK 0002143045

申報總市值

US$1.2億

18 stks

2026-06-30

Alexander Randolph Advisory, Inc.

CIK 0000874816

申報總市值

US$1.2億

41 stks

2026-06-30

Dala Group, LLC

CIK 0002129058

申報總市值

US$1.2億

68 stks

2026-06-30

Summit Investment Advisors, Inc.

CIK 0002055275

申報總市值

US$1.2億

55 stks

2025-06-30

資料過舊，未更新

Shorepath Capital Management LLC

CIK 0002012685

申報總市值

US$1.2億

23 stks

2025-06-30

資料過舊，未更新

JD Financial Services Inc.

CIK 0001840561

申報總市值

US$1.2億

39 stks

2021-12-31

資料過舊，未更新

Verus Wealth Management, LLC

CIK 0002042938

申報總市值

US$1.2億

60 stks

2026-06-30

Chapman Investment Management, LLC

CIK 0001751006

申報總市值

US$1.2億

27 stks

2026-06-30

Curat Global, LLC

CIK 0002063003

申報總市值

US$1.2億

253 stks

2026-06-30

Strategic Capital Advisers, Inc.

CIK 0001731127

申報總市值

US$1.2億

59 stks

2022-06-30

資料過舊，未更新

Pathlight Investors LLC

CIK 0001767326

申報總市值

US$1.2億

105 stks

2018-12-31

資料過舊，未更新

Newgate Capital Management LLC

CIK 0000939761

申報總市值

US$1.2億

89 stks

2016-06-30

資料過舊，未更新

Fundsmith Long/Short Master Fund

CIK 0001813932

申報總市值

US$1.2億

29 stks

2021-03-31

資料過舊，未更新

Hickory Asset Management, Inc.

CIK 0002053626

申報總市值

US$1.2億

91 stks

2025-06-30

資料過舊，未更新

Tcs Capital Management LLC

CIK 0001167167

申報總市值

US$1.2億

2 stks

2017-09-30

資料過舊，未更新

Worthington Financial Partners, LLC

CIK 0002111427

申報總市值

US$1.2億

119 stks

2026-06-30

Miller Global Investments, LLC

CIK 0002099097

申報總市值

US$1.2億

295 stks

2026-06-30

Koonce Calvin Scott

CIK 0001026013

申報總市值

US$1.2億

2 stks

2023-12-31

資料過舊，未更新

Stoic Point Capital Management LLC

CIK 0002043279

申報總市值

US$1.2億

69 stks

2026-06-30

Roan Capital Partners

CIK 0002124783

申報總市值

US$1.2億

78 stks

2026-06-30

Defined Financial Planning LLC

CIK 0002056559

申報總市值

US$1.2億

65 stks

2025-09-30

資料過舊，未更新

KDK Private Wealth Management, LLC

CIK 0001776910

申報總市值

US$1.2億

57 stks

2026-06-30

Mission Financial Group, LLC

CIK 0002113810

申報總市值

US$1.2億

158 stks

2026-06-30

Viaable, LLC

CIK 0001995984

申報總市值

US$1.2億

36 stks

2026-06-30

NDVR, Inc.

CIK 0002011247

申報總市值

US$1.2億

121 stks

2025-12-31

資料過舊，未更新

Clarfeld Financial Advisors, LLC

CIK 0001766347

申報總市值

US$1.2億

589 stks

2018-12-31

資料過舊，未更新

Morangie Management LLC

CIK 0002056670

申報總市值

US$1.2億

34 stks

2026-06-30

Helium Advisors LLC

CIK 0002056653

申報總市值

US$1.2億

107 stks

2026-06-30

Global Thematic Partners, LLC

CIK 0001511381

申報總市值

US$1.2億

15 stks

2020-06-30

資料過舊，未更新

Milestone Advisory Partners

CIK 0001819679

申報總市值

US$1.2億

70 stks

2023-09-30

資料過舊，未更新

Mirabaud Asset Management Ltd

CIK 0001680493

申報總市值

US$1.2億

49 stks

2026-06-30

Rhl Group, LLC

CIK 0002066311

申報總市值

US$1.2億

272 stks

2026-06-30

Blom & Howell Financial Planning, Inc.

CIK 0002136102

申報總市值

US$1.2億

67 stks

2026-06-30

Nexthera Capital LP

CIK 0001646343

申報總市值

US$1.2億

23 stks

2019-06-30

資料過舊，未更新

Payne Capital LLC

CIK 0002094426

申報總市值

US$1.2億

59 stks

2026-06-30

Blue Line Capital, LLC / IL

CIK 0002111406

申報總市值

US$1.2億

92 stks

2026-06-30

Investment Management CORP /va/ /adv

CIK 0000789307

申報總市值

US$1.2億

50 stks

2026-06-30

January Capital Advisors LLC

CIK 0001855967

申報總市值

US$1.2億

55 stks

2026-06-30

Cypress Capital Management LLC

CIK 0001633896

申報總市值

US$1.2億

213 stks

2026-06-30

Bdl Capital Management

CIK 0001907208

申報總市值

US$1.2億

17 stks

2023-12-31

資料過舊，未更新

Grand Central Investment Group

CIK 0001844893

申報總市值

US$1.2億

40 stks

2026-06-30

ETF Store, Inc.

CIK 0001911470

申報總市值

US$1.2億

114 stks

2026-06-30

Heffernan Advisory, Inc

CIK 0001536230

申報總市值

US$1.2億

43 stks

2026-06-30

Mann Financial Group, Inc.

CIK 0002093991

申報總市值

US$1.2億

34 stks

2026-06-30

Baer Investment Advisory LLC

CIK 0002057153

申報總市值

US$1.2億

43 stks

2026-06-30

Lion Long Term Partners LP

CIK 0001951388

申報總市值

US$1.2億

2 stks

2022-12-31

資料過舊，未更新

1015 Capital Partners, LLC

CIK 0002133991

申報總市值

US$1.2億

609 stks

2026-06-30

Ankerstar Wealth, LLC

CIK 0002053917

申報總市值

US$1.2億

1,001 stks

2026-06-30

Red Mountain Financial, LLC

CIK 0001997650

申報總市值

US$1.2億

82 stks

2026-06-30

DBK Financial Counsel, LLC

CIK 0001904822

申報總市值

US$1.2億

56 stks

2026-06-30

Bannerstone Capital Management, LLC

CIK 0002083499

申報總市值

US$1.2億

113 stks

2026-06-30

CSat Investment Advisory, L.P.

CIK 0001483801

申報總市值

US$1.2億

520 stks

2021-03-31

資料過舊，未更新

Oakmont Advisory Group, LLC

CIK 0002115370

申報總市值

US$1.2億

526 stks

2026-06-30

Millie Capital Management, LLC

CIK 0001499266

申報總市值

US$1.2億

73 stks

2017-12-31

資料過舊，未更新

Cypress Growth Fund Iii LP

CIK 0000925824

申報總市值

US$1.2億

32 stks

2021-09-30

資料過舊，未更新

Finhabits Advisors LLC

CIK 0002106949

申報總市值

US$1.2億

15 stks

2026-06-30

Value Investment Professionals, LLC

CIK 0002110205

申報總市值

US$1.2億

97 stks

2026-06-30

Auctus Advisors LLC

CIK 0002042516

申報總市值

US$1.2億

34 stks

2026-06-30

Belleair Asset Management, LLC

CIK 0002108102

申報總市值

US$1.2億

84 stks

2026-06-30

Ruggiero Investments, Inc.

CIK 0002110677

申報總市值

US$1.2億

89 stks

2026-06-30

Fell Capital Management /adv

CIK 0000850601

申報總市值

US$1.2億

96 stks

2026-06-30

Peck Wealth Management, LLC

CIK 0002135125

申報總市值

US$1.2億

127 stks

2026-06-30

Yong Rong

CIK 0001738071

申報總市值

US$1.2億

15 stks

2026-06-30

HighRoad Wealth Advisors, LLC

CIK 0002079807

申報總市值

US$1.2億

38 stks

2026-06-30

Boyer Financial Services, Inc.

CIK 0002108122

申報總市值

US$1.2億

57 stks

2026-06-30

Naples Money Management LLC

CIK 0002008660

申報總市值

US$1.2億

381 stks

2024-09-30

資料過舊，未更新

Figure 8 Investment Strategies LLC

CIK 0001909570

申報總市值

US$1.2億

56 stks

2026-06-30

Hobbs Wealth Management, LLC

CIK 0002019202

申報總市值

US$1.2億

23 stks

2026-06-30

Directional Asset Management

CIK 0002105817

申報總市值

US$1.2億

94 stks

2026-06-30

Align Wealth Management, LLC

CIK 0001961312

申報總市值

US$1.2億

219 stks

2022-12-31

資料過舊，未更新

Portfolio Resources Advisor Group, Inc.

CIK 0002038285

申報總市值

US$1.2億

154 stks

2026-06-30

Better Way Financial, LLC

CIK 0001817720

申報總市值

US$1.2億

9 stks

2026-06-30

Kingsbury Capital Investment Advisors LLC

CIK 0001927315

申報總市值

US$1.2億

121 stks

2026-06-30

Kmt Wealth Management, LLC

CIK 0002058235

申報總市值

US$1.2億

121 stks

2026-06-30

3 Factor Indexing, LLC

CIK 0002135169

申報總市值

US$1.2億

438 stks

2026-06-30

Ak Global Asset Management, LLC

CIK 0002105908

申報總市值

US$1.2億

28 stks

2026-06-30

Masterton Capital Management, LP

CIK 0001817145

申報總市值

US$1.2億

24 stks

2026-06-30

AlphaCentric Advisors LLC

CIK 0001913464

申報總市值

US$1.2億

261 stks

2026-06-30

Curtis Wealth Management LLC

CIK 0002108708

申報總市值

US$1.2億

55 stks

2026-06-30

Wheels Up Wealth, Inc.

CIK 0002107618

申報總市值

US$1.2億

23 stks

2026-06-30

Starfox Financial Services, LLC

CIK 0001908885

申報總市值

US$1.2億

29 stks

2024-03-31

資料過舊，未更新

Fiscal Wisdom Wealth Management, LLC

CIK 0002053757

申報總市值

US$1.2億

102 stks

2026-06-30

E&R Wealth Management, LLC

CIK 0002109932

申報總市值

US$1.2億

12 stks

2026-06-30

TrustWell Financial Advisors, LLC

CIK 0002133429

申報總市值

US$1.2億

78 stks

2026-06-30

White Elm Capital, LLC

CIK 0001425294

申報總市值

US$1.2億

24 stks

2019-12-31

資料過舊，未更新

Staton Financial Advisors, LLC

CIK 0001709719

申報總市值

US$1.2億

43 stks

2017-06-30

資料過舊，未更新

North Forty Two & Co.

CIK 0002055134

申報總市值

US$1.2億

104 stks

2026-06-30

Cannon Capital Management, Inc.

CIK 0002100130

申報總市值

US$1.2億

28 stks

2026-06-30

Resolute Financial, LLC

CIK 0001908859

申報總市值

US$1.2億

111 stks

2022-12-31

資料過舊，未更新

Obion Capital Management LP

CIK 0002011555

申報總市值

US$1.2億

16 stks

2026-06-30

Arrow Capital Pty Ltd

CIK 0002005134

申報總市值

US$1.2億

25 stks

2026-06-30

Weber Capital Management LLC /adv

CIK 0001099905

申報總市值

US$1.2億

13 stks

2026-06-30

Rvb Capital Management LLC

CIK 0001721568

申報總市值

US$1.2億

36 stks

2022-03-31

資料過舊，未更新

All Season Financial Advisors, Inc.

CIK 0001746810

申報總市值

US$1.2億

94 stks

2024-09-30

資料過舊，未更新

GPS Wealth Strategies Group, LLC

CIK 0001731837

申報總市值

US$1.2億

582 stks

2025-12-31

資料過舊，未更新

Hutner Daniel Ellsworth

CIK 0001665055

申報總市值

US$1.2億

42 stks

2016-06-30

資料過舊，未更新

TABR Capital Management, LLC

CIK 0001805603

申報總市值

US$1.2億

54 stks

2026-06-30

CSP Financial Group, LLC

CIK 0002111080

申報總市值

US$1.2億

24 stks

2026-06-30

Raffles Associates LP

CIK 0001169581

申報總市值

US$1.2億

48 stks

2026-06-30

Boston Provident, L.p.

CIK 0000931328

申報總市值

US$1.2億

47 stks

2015-09-30

資料過舊，未更新

ASA Gold & Precious Metals Ltd

CIK 0001230869

申報總市值

US$1.2億

17 stks

2019-09-30

資料過舊，未更新

Envision Financial Transparency, LLC

CIK 0002080849

申報總市值

US$1.2億

59 stks

2026-06-30

PARK CIRCLE Co

CIK 0001546592

申報總市值

US$1.2億

53 stks

2026-06-30

Corecam AG

CIK 0002110914

申報總市值

US$1.2億

50 stks

2026-06-30

Artesa Financial Group, LLC

CIK 0002109808

申報總市值

US$1.2億

62 stks

2026-06-30

21 West Wealth Management LLC

CIK 0002067541

申報總市值

US$1.2億

65 stks

2026-06-30

Bedminster, LLC

CIK 0002087564

申報總市值

US$1.2億

51 stks

2026-06-30

Entelevest, LLC

CIK 0002109595

申報總市值

US$1.2億

142 stks

2026-06-30

Mkd Wealth Coaches, LLC

CIK 0001536549

申報總市值

US$1.2億

31 stks

2026-06-30

Green Court Capital Management Ltd

CIK 0001710785

申報總市值

US$1.2億

3 stks

2026-06-30

ORBA Wealth Advisors, L.L.C.

CIK 0002010248

申報總市值

US$1.2億

85 stks

2026-06-30

Strategic Wealth Advisors LLC

CIK 0002107449

申報總市值

US$1.2億

260 stks

2026-06-30

Markin Asset Management, LP

CIK 0002110806

申報總市值

US$1.2億

47 stks

2026-06-30

Twin Cities Retirement Group LLC

CIK 0002109366

申報總市值

US$1.2億

22 stks

2026-06-30

Aware Asset Management, Inc.

CIK 0001829985

申報總市值

US$1.2億

2 stks

2020-12-31

資料過舊，未更新

Telluride Asset Management LLC

CIK 0001334170

申報總市值

US$1.2億

243 stks

2014-06-30

資料過舊，未更新

Kilner Capital Advisors, LLC

CIK 0002109522

申報總市值

US$1.2億

18 stks

2026-06-30

Elkhorn Partners Limited Partnership

CIK 0000928400

申報總市值

US$1.2億

50 stks

2026-06-30

Wisconsin Wealth Advisors, LLC

CIK 0002073891

申報總市值

US$1.2億

90 stks

2026-06-30

V. M. Manning & Co., Inc.

CIK 0000062061

申報總市值

US$1.2億

53 stks

2026-06-30

Advisory Advocates, LLC

CIK 0002111697

申報總市值

US$1.2億

188 stks

2026-06-30

顯示第 6,901-7,050 筆，共 7,398 間機構