| Legacy Cg LLC | Plano | $378.6M | — |
| Concorde Financial Corporation | Dallas | $376.2M | — |
| Cultivar Capital, Inc. | Denton | $375.1M | — |
| Km Capital Management, Ltd. | Austin | $374.4M | — |
| Juniper Capital Investment Management, L.P. | Houston | $370.8M | 2 |
| Lee Johnson Capital Management, LLC | Fort Worth | $368.2M | — |
| Redbud Advisors LLC | Austin | $367.8M | — |
| Unity Partners LP | Dallas | $367M | 3 |
| M. e. Allison & Co., Inc. | San Antonio | $366.4M | — |
| Old Hickory Partners Management, LP | Austin | $366.3M | 2 |
| Financial Life Advisors LLC | San Antonio | $366.3M | — |
| Camden Wealth Advisors LLC | Houston | $366.3M | — |
| Homage Wealth Group LLC | Houston | $366.2M | — |
| Beaumont Asset Management, L.L.C. | Beaumont | $365.2M | — |
| Tl Private Wealth LLC | Southlake | $364.5M | — |
| Shelton Wealth Management, LLC | Fort Worth | $364.5M | — |
| Greenfield Seitz Capital Management, LLC | Dallas | $363.4M | — |
| Crestmont Private Wealth LLC | Boerne | $363M | — |
| Tsa Wealth Management LLC | Houston | $358.8M | — |
| Robertson Opportunity Capital, LLC | Dallas | $358.7M | 2 |
| Lifeway Financial Corporation | Plano | $358.7M | — |
| Heritage Wealth Management, Inc. | Houston | $357.8M | — |
| Islay Capital Management, LLC | Lubbock | $357.7M | 2 |
| Stone Oak Wealth Management, LLC | San Antonio | $355.6M | — |
| Hutto Retirement Advisors, LLC | Colleyville | $351.1M | — |
| Norcap Investment Management, L.P. | Austin | $350.6M | 5 |
| Donato Wealth Management, PLLC | Cedar Park | $349.3M | — |
| Michels Family Financial, LLC | Fort Worth | $347.9M | — |
| Cottonwood Ventures, LLC | Irving | $347.3M | 4 |
| Gbm Wealth Management, Inc. | Houston | $346.4M | — |
| Velocis Management, LLC | Dallas | $346.4M | 8 |
| Royal Harbor Partners, LLC | Houston | $344.8M | — |
| Crescent Advisor Group, Inc. | Plano | $344.4M | — |
| Augment Advisors, LLC | Austin | $342.6M | 38 |
| Carroll Advisory Group, LLC | Texarkana | $341.1M | — |
| Cap Six Advisors LLC | Houston | $340.8M | — |
| Eltekon Advisors, LLC. | West Lake Hills | $340M | — |
| Rps Retirement Plan Advisors | Austin | $336.3M | — |
| Lonestar Registered Investment Advisors, LLC | Lubbock | $336.2M | — |
| Capital Ideas, LLC | Dallas | $336.2M | — |
| Intrepid Investment Management, LLC | Houston | $336M | 9 |
| First Dallas Securities, Inc. | Dallas | $335.7M | — |
| The Menard Financial Group, LLC | Houston | $335.3M | — |
| Trisperity Advisors, LLC | Katy | $335.2M | — |
| Arwa LLC | Fort Worth | $335M | — |
| Dovetail Wealth Management, LLC | Taylor | $333.1M | — |
| Hazoor Partners, LLC | Austin | $330.7M | 4 |
| Fluent Financial, LLC | Dallas | $329.7M | — |
| Techquity Capital Management, LLC | Austin | $329M | 2 |
| Avondale Wealth Management LLC | West Lake Hills | $326.7M | — |