| Financial Gravity Asset Management, Inc. | Austin | $523.4M | — |
| Trinity Legacy Partners, LLC | Houston | $521.2M | 1 |
| Dean, Jacobson Financial Services, LLC | Fort Worth | $519.4M | — |
| Summit House Capital Management, LLC | Dallas | $518.7M | 3 |
| Haven Wealth Group LLC | Houston | $514.8M | — |
| Broadwing Capital Management LLC | Dallas | $513.1M | 6 |
| Leo Wealth Americas, LLC | Hurst | $512.3M | — |
| Owner Resource Group, LLC | Austin | $511.1M | 9 |
| Hfg Wealth Management, LLC | The Woodlands | $505.6M | — |
| 327 Capital Partners, LLC | San Antonio | $505.5M | 8 |
| Smh Capital Advisors LLC | Fort Worth | $503.1M | — |
| Endowment Advisers, L.P. | Austin | $499.7M | 11 |
| First Sabrepoint Capital Management, LP | Dallas | $499.5M | 1 |
| Outrunner Capital, LLC | Austin | $498.5M | 6 |
| Socorro Asset Management, L.P. | Dallas | $497.9M | 1 |
| William Madison Advisors, Inc. | Abilene | $497.7M | — |
| Rr Advisors, LLC | Dallas | $496.8M | 8 |
| Rench Wealth Management, Inc. | Denton | $495.9M | — |
| Portfolio Advisory Council, L.L.C. | Houston | $494.9M | — |
| Allred Capital Management, LLC | Dallas | $493.4M | — |
| Symmetry Capital Advisors LLC | Dallas | $492.7M | — |
| Basin Oil and Gas Management, LP | Fort Worth | $492.7M | 5 |
| Quantum Advisers, LLC | Houston | $490.6M | 9 |
| Bridgefront Capital, LLC | Austin | $488.5M | — |
| Xebec Asset Management, LLC | Dallas | $484.5M | 8 |
| Militia Investments, LLC | Austin | $483.7M | — |
| Joyce Wealth Management, LLC | Houston | $483.1M | — |
| Oakstreet Wealth Management, Inc. | Magnolia | $482M | — |
| Keener Financial Planning, LLC | Keller | $479M | — |
| Rfg Holdings Inc. | Argyle | $476.7M | — |
| Proem Advisors LLC | Dallas | $474.1M | 3 |
| Stellus Private BDC Advisor, LLC | Houston | $472.8M | — |
| Carson Management Company, LLC | Dallas | $469.3M | 20 |
| Henry Bragg & Co., LLC | Houston | $468.7M | — |
| Clear Sky Carbon Solutions Investment Management, LLC | Bellaire | $466.6M | 5 |
| Bwm Planning LLC | Houston | $465.3M | — |
| S2 Fund Manager, LLC | Dallas | $464.7M | 6 |
| Wisdom Fixed Income Management, LLC | Dallas | $464.2M | — |
| Roth Financial Partners LLC | Kingwood | $460.1M | — |
| Beacon Advisors Holdings, LLC | Austin | $459.6M | — |
| Ancor Holdings, LP | Southlake | $458.4M | 12 |
| Lgt Financial Advisors LLC | Dallas | $456.1M | — |
| Cypress Asset Management Inc | Houston | $455.8M | — |
| Horizon Advisors, LLC | Houston | $451.4M | — |
| Enzi Wealth, LLC | Austin | $450.9M | — |
| Havencrest Capital Management, LLC | Dallas | $450.7M | 2 |
| Your Advocates, Ltd., LLP | Houston | $448.1M | — |
| United Advisors America Corporation | Prosper | $446.5M | — |
| Brigham Royalties Management, LLC | Austin | $445.6M | 2 |
| Ssb&t Wealth Management, LLC | Fredericksburg | $445.1M | — |