| Eq Wealth Advisors, LLC | Dallas | $617M | — |
| Freedom Day Solutions, LLC | Houston | $615.3M | — |
| Trinity Investors Fund Advisors, LLC | Southlake | $606.6M | 56 |
| Tlwm, LLC | San Antonio | $605.4M | — |
| Ackerman Capital Advisors, LLC | Dallas | $604M | 2 |
| Vendera Management Holdings, LLC | Dallas | $602.8M | 11 |
| Carlton, Hofferkamp and Jenks Wealth Management, LLC | The Woodlands | $600.2M | — |
| Ascentis Wealth Management, LLC | Dallas | $595.7M | — |
| Outlook Wealth Advisors, LLC | The Woodlands | $593.7M | — |
| Financial Gravity Family Office Services, LLC | Lakeway | $590.5M | — |
| Ias Wealth Management, Inc. | The Woodlands | $588.6M | — |
| Virage Capital Management LP | Houston | $588.3M | 6 |
| Kdk Private Wealth Management, LLC | Houston | $584.6M | 5 |
| Armadillo Litigation Funding LLC | Houston | $581.4M | 5 |
| Rtw Financial Advisors Inc | Dallas | $581M | — |
| Mosaic Advisors LLC | Houston | $580.5M | — |
| Civitas Capital Management, LLC | Dallas | $578.6M | 61 |
| Muddy Waters Capital LLC | Austin | $576.3M | 5 |
| Sanders Morris LLC | Houston | $576.1M | — |
| Lucashill, LLC | Dallas | $575.2M | 3 |
| Lifestyle Asset Management, Inc. | Friendswood | $571.2M | — |
| Act Wealth Management, LLC | Allen | $568.8M | — |
| Talis Advisory Services, LLC | Richardson | $568.8M | — |
| Sequel Holdings, L.P. | Dallas | $563M | 10 |
| Beck Capital Management LLC | Austin | $562.4M | — |
| Rog VI L.L.C. | Houston | $561.3M | 9 |
| Endeavor Advisors, LLC | The Woodlands | $559.5M | — |
| Qvidtvm Management LLC | The Woodlands | $555.8M | 3 |
| Digital Wealth Partners LLC | Dallas | $555.1M | 4 |
| Kercheville Advisors LLC | San Antonio | $554.7M | — |
| Suntx Capital Management Corp. | Dallas | $554.2M | 3 |
| Nexus One Financial Advisors LLC | Plano | $552M | — |
| The Planning Project LLC | The Woodlands | $551.4M | — |
| Amicus Financial Advisors, LLC | Lubbock | $550.9M | — |
| Mack & Co. Partners, LP | Dallas | $549M | 4 |
| Mills Wealth Advisors, LLC | Southlake | $548.7M | 2 |
| Newstone Capital Partners, LLC | Dallas | $544.5M | 6 |
| Cibolo Energy Partners, LLC | Houston | $541.5M | 9 |
| Caz Investments Registered Adviser LLC | Houston | $540.6M | — |
| Aecom-Canyon Partners Real Estate Fund Advisors LLC | Dallas | $537.3M | 3 |
| Bp Capital Energy Advisors, LLC | Dallas | $537.2M | 6 |
| Juniper Capital Advisors, L.P. | Houston | $535.4M | 5 |
| Peirce Capital Management, LLC | The Woodlands | $534.1M | — |
| Robertson Investment Management | Houston | $534.1M | — |
| New Capital Management, LP | Houston | $533.5M | — |
| Sky Island Capital LP | Dallas | $533.5M | 9 |
| Eight 31 Financial, LLC | Midland | $532.4M | 3 |
| Titan Retirement Advisors LLC | Fulshear | $531M | — |
| Trinity Portfolio Advisors, LLC | Southlake | $530.5M | — |
| Carlson Capital, L.P. | Dallas | $529.9M | 11 |