| Succession Financial, Inc. | McKinney | $210.3M | — |
| Lummis Asset Management, L.P. | Fort Worth | $210M | — |
| Blum Financial, LP | Richardson | $208.6M | — |
| Lynwood Price Capital Management LP | Austin | $207.9M | 1 |
| Capstar Financial Services LLC | Austin | $207.8M | — |
| Terraform Wealth, LLC | Houston | $207.5M | — |
| L & W Financial, LLC | College Station | $207.5M | — |
| Lake Hills Wealth Management, LLC | Austin | $206.9M | — |
| Comunidad Fund I Manager, LLC | Austin | $206.5M | 4 |
| Cooksen Wealth, LLC | The Woodlands | $206.2M | — |
| White Rock Oil & Gas Holdings, LLC | Plano | $205.1M | 4 |
| Steelhead Capital Management, LLC | Fort Worth | $202.5M | 20 |
| Robinson Value Management, Ltd. | San Antonio | $202.3M | — |
| Planning Works Advisory, Inc. | Austin | $199.8M | — |
| Pingora Partners LLC | Dallas | $199.4M | — |
| The Catalyst Group, Inc. | Houston | $199.4M | 10 |
| Scalar Gauge Management, LLC | Dallas | $199.4M | 3 |
| Miller Global Investments, L.L.C. | Dallas | $199.4M | — |
| Intercapital, LLC | Austin | $198.7M | 1 |
| Scaleworks Capital, LLC | San Antonio | $198.4M | 5 |
| Rydar Equities, Inc. | Weatherford | $197.4M | — |
| Avant Financial Advisors LLC | Austin | $196.4M | — |
| J.k. Financial, Inc. | Dallas | $195.8M | — |
| Stonetree Investment Partners LLC | Dallas | $195.7M | 6 |
| Fulcrum Equity Management, LLC | Plano | $192.8M | — |
| Mozayyx Management LLC | Austin | $192.7M | 4 |
| Hampton Rock Wealth Management I, LLC | Austin | $192.4M | — |
| Blueheel | Dallas | $192.3M | 2 |
| High Plains Investment Advisors, Inc. | Lubbock | $191.2M | — |
| Forthright Family Wealth Advisory LLC | Houston | $191.2M | — |
| Valued Retirements, Inc. | Houston | $190.1M | — |
| Solutions 4 Wealth, Ltd | Southlake | $189.4M | 1 |
| Retirement Advisors, LLC | Dallas | $186.4M | — |
| Retirement Financial Group, LLC | Beaumont | $185.9M | — |
| Diamond Client Group, LLC | The Woodlands | $185.8M | — |
| Delos Wealth Advisors, LLC | Dallas | $185.6M | — |
| Strategic Advisory Services, L.L.C. | Houston | $184.9M | — |
| Brindle & Bay Financial Advisors, LLC | Frisco | $184.8M | — |
| Authentikos Wealth Advisory LLC | New Braunfels | $184.1M | — |
| Brazos Wealth Advisors LLC | Fort Worth | $183.7M | — |
| White Wing Wealth Management, LLC | The Woodlands | $182.8M | — |
| Kingstone Capital Partners Texas, LLC | Frisco | $182.3M | — |
| Smith Asset Management Group LP | Dallas | $182.2M | — |
| Martin Capital Advisors, LLP | San Antonio | $181.9M | — |
| New Dimensions Wealth Management, L.L.C. | Allen | $181.5M | — |
| Maroon Pass Advisors LP | Austin | $178.6M | 4 |
| Tdc Capital Advisors, Inc. | College Station | $177.6M | — |
| Farris Capital Management Inc. | Carrollton | $177.5M | — |
| Bannerman Wealth Management Group, LLC | Lewisville | $176.6M | — |
| Quantor Capital LLC | Houston | $176.4M | 2 |