| A3 Capital Advisors, LLC | Houston | $236.8M | — |
| Springvest Wealth Management, LLC | Dallas | $236.6M | — |
| Tevis Investment Management, LLC | Plano | $234.8M | — |
| Cbm Financial, LLC | Austin | $234.8M | — |
| Lscp Advisors, LLC | Austin | $233.1M | 2 |
| High River Resources Management LLC | Dallas | $232.8M | 1 |
| Kingfish Capital Partners LLC | Southlake | $231.8M | 9 |
| Svrn Asset Management, LLC | Austin | $231.5M | 2 |
| Vann Equity Management LLC | Plano | $231.2M | — |
| Austerra Wealth Management LLC | Dallas | $230.3M | 2 |
| Atlasmark Financial, Inc. | Austin | $228.6M | — |
| Calderwood Financial Strategies, Inc. | Houston | $228.5M | — |
| Waterford Capital Investment Advisory Services LLC | Addison | $228.5M | — |
| Chronim Investments Inc. | Irving | $228.1M | — |
| Catalyst Capital Advisers LLC | Dallas | $228.1M | 2 |
| Kwk Management LLC | Houston | $227.6M | 2 |
| D.h. Hill Advisors, Inc. | Kingwood | $226.4M | — |
| Principia Wealth Advisory, LLC | Dallas | $225M | — |
| Capital Advisory Group, Inc. | Dallas | $224.9M | — |
| Wl Ross & Co. LLC | Dallas | $224.6M | 3 |
| Reb Capital Management, LLC | Dallas | $224.5M | 1 |
| McAlister, Sweet & Associates, Inc. | Houston | $224.2M | — |
| Spring Capital Management, LLC | Amarillo | $223M | — |
| Rwm Capital, LLC | Sugar Land | $222.4M | — |
| Halcyon Global Advisors, LLC | Dallas | $221.3M | — |
| Wisdom Index Advisors, LLC | Prosper | $221.3M | — |
| Coronado Resources Management LP | Dallas | $221.1M | 11 |
| Acacia Partners, LLC | Austin | $220.7M | 5 |
| Ballast Asset Management, LP | Dallas | $220.7M | — |
| Strategic Financial Planning, Inc. | Plano | $220.6M | — |
| The Wealth Coach, LLC | Salado | $219.6M | — |
| Emc Capital Management, LLC | Houston | $218.9M | 1 |
| Christian Investment Advisors, Inc. | New Braunfels | $218.7M | — |
| Jackson Hill Advisors, LLC | Houston | $217.9M | 1 |
| Prescott Advisors, LLC | Dallas | $217.8M | 5 |
| Parker Financial Advisors LLC | Houston | $217.6M | — |
| White Rock Capital Management, L.P. | Dallas | $217.4M | 2 |
| Lifetime Wealth Management P.C. | Rockwall | $216.9M | — |
| Ark Wealth Management, LLC | Austin | $216M | — |
| Icp Group Investment Manager, LLC | Dallas | $215.9M | 4 |
| Daniels & Erickson Financial Advisors, LLC | Dallas | $213.6M | — |
| Floyd, Benjamin Joseph | Texarkana | $213.5M | — |
| Miai, Inc. | Dallas | $213.3M | — |
| Lake Pacific Management Company, LLC | Dallas | $213.2M | 1 |
| J.e. Simmons & Co., P.C. | Dallas | $213.1M | — |
| Silver Lake Capital Partners LLC | Dallas | $211.5M | — |
| Skylark Private Equity Partners, LP | Dallas | $211.4M | 2 |
| Centric Advisors, LLC | Cypress | $211.3M | — |
| Halbert Wealth Management, Inc. | Austin | $211.2M | — |
| Parkstone Wealth Management, LLC | Arlington | $210.6M | — |