| Resilient Capital Management, LLC | Dallas | $326.1M | 3 |
| Patron Partners, LLC | Houston | $325.7M | — |
| Putterman, Dean Eliot | Houston | $324.5M | — |
| Asset Preservation Group Inc | Grapevine | $321.2M | — |
| Founder Family Financial, LLC | Austin | $321M | 3 |
| Meros Investment Management, LP | Dallas | $321M | — |
| Awm Financial Services Inc. | The Woodlands | $320.6M | — |
| Plagens & Taylor Wealth Management, LLC | San Angelo | $318.3M | — |
| Openair Financial, LLC | Southlake | $318M | — |
| Bonner & Smith, LLC | Lubbock | $314.8M | — |
| Glass Wealth Management Co., LLC | San Antonio | $311.9M | — |
| Lake Whillans Capital Partners LLC | Plano | $311.9M | 4 |
| No Fate Bwwm, LLC | Plano | $311.9M | — |
| Carriage Services Investment Advisors, Inc. | Houston | $308.2M | 1 |
| Broadway Wealth Solutions, Inc. | San Antonio | $308.1M | — |
| Lwealth, LLC | Dallas | $305.5M | — |
| Rockwall Wealth Management Inc | Rockwall | $305.5M | — |
| Penney Financial, LLC | Houston | $303.5M | — |
| Core Capital Management and Research Inc. | Houston | $298.8M | — |
| Avid Wealth Partners, LLC | San Antonio | $298.5M | — |
| Beacon Financial Advisors Ltd | Houston | $296.9M | — |
| Fearless Solutions LLC | San Antonio | $296.4M | — |
| Austin Money Management Corporation | Austin | $296.1M | — |
| Orchid Advisory, LLC | Dallas | $295.7M | — |
| Buildgroup Management, LLC | Austin | $294.4M | 4 |
| M.c. Byrd Wealth Management, LLC | Bellville | $294.2M | — |
| Mdt Financial Advisors, LLC | Webster | $294M | — |
| Nuclo Wealth LLC | Houston | $293.7M | — |
| Orser Capital Management LLC | Southlake | $289.8M | — |
| Ridgepost Capital Advisors, LLC | Dallas | $288.4M | 3 |
| Worth Asset Management, LLC | Dallas | $288.2M | — |
| Lehrer Kenneth Eugene Dr | Houston | $286.3M | — |
| Rivercrest Capital Management LLC | Fort Worth | $285.7M | 3 |
| M2g Ventures LLC | Fort Worth | $284M | 12 |
| Dauntless Capital Partners LLC | Houston | $283.5M | 5 |
| Founders Capital Management Inc | Houston | $281.8M | — |
| Schlegel Dunn LLC | Plano | $279.1M | — |
| Lexington Hill Partners, LLC | Dallas | $278.4M | — |
| Planguide Financial LLC | Southlake | $277.3M | — |
| Johkim Capital Partners Management LLC | Dallas | $277M | 1 |
| Roserock Wealth Management, LLC | Dallas | $275M | — |
| Berry Wealth Group, LP | Granbury | $274.5M | — |
| Legacy Capital Wealth Management, LLC | The Woodlands | $273.4M | — |
| Nolet Wealth Management, LLC | Fort Worth | $272.6M | — |
| Sk Advisor Network, LLC | Plano | $271.5M | — |
| Prota Financial, LLC | Houston | $270.4M | — |
| Foundation Energy Management, LLC | Addison | $270.3M | 6 |
| Corps Capital Advisors, LLC | Southlake | $270.3M | 2 |
| Tillridge Capital Partners, LLC | Dallas | $270M | 1 |
| Live Oak Investment Partners, LLC | Austin | $266.4M | — |