| Tectonic Capital Advisors, LLC | Houston | $154.4M | — |
| Uptown Financial Advisors LLC | Dallas | $153.8M | — |
| S & S Wealth Management, L.P. | Grand Prairie | $153.8M | — |
| Applewhite Financial Planning, PLLC | Dallas | $153.1M | — |
| Portfolio Management, LLC | Austin | $151.9M | — |
| Integrated Wealth Strategies, LLC | Austin | $151.7M | — |
| Purewater Capital, LLC | Fort Worth | $149.5M | — |
| Brookline Wealth, LLC | Austin | $149M | — |
| Sonnet, LLC | Spring | $148.4M | — |
| Prestige Wealth Management, Inc. | Southlake | $148.4M | — |
| Stavis Wealth Transfer Solutions, LLC | Houston | $148.1M | — |
| Awh Capital, L.P. | Dallas | $147.6M | 1 |
| Chung Wu Investment Group, LLC | Sugar Land | $147.5M | 1 |
| Money Managers, Inc. | San Antonio | $146.6M | — |
| Lucien Stirling & Gray Advisory Group Inc | Austin | $146.6M | — |
| Fort Advisors Inc | Austin | $146.3M | — |
| Bird Rock Asset Management, LP. | Austin | $146.3M | — |
| Ankerstar Wealth, LLC | Leander | $146.1M | — |
| Mercantile Advisors I, LLC | Wichita Falls | $146M | — |
| Bfi Wealth Solutions, LLC | Dallas | $145M | — |
| Winnacle Wealth, LLC | Waco | $145M | — |
| Csl Capital Management, L.P. | Houston | $144.8M | 7 |
| Certified Financial Strategies Corporation | Dallas | $144.4M | — |
| Aviator Financial Consulting LLC | Montgomery | $144.1M | — |
| Shelter Wealth Strategies, LLC | Houston | $144.1M | — |
| Pmg Family Office, LLC | Plano | $144M | — |
| Gsv Asset Management, LLC | Dallas | $143.4M | 2 |
| Kopion Asset Management, LLC | McKinney | $142.6M | — |
| Strategy, Inc. | Lubbock | $142.4M | — |
| Pivot Point Advisors, LLC | Bellaire | $141.7M | — |
| Clear Sky Financial, LP | Prosper | $140.6M | — |
| Flagship Investment Management LLC | Houston | $140M | 2 |
| Alteris Capital Partners, LLC | Houston | $139.5M | — |
| Braeside Investments, LLC | Dallas | $139.4M | 2 |
| Cravens Brothers Private Wealth Management LLC | Dallas | $139.3M | — |
| Southpaw Cp Manager LP | Dallas | $138.9M | 4 |
| Revere Capital Management LP | Dallas | $138.7M | 2 |
| Tkc Wealth Management LLC | Dallas | $138.6M | — |
| Eubank, Hutson & Associates, LLC | Plano | $137.7M | — |
| Strategic Portfolio Solutions, LLC | Dallas | $136.2M | — |
| Paradigm Advisors, L.L.C. | Dallas | $136.1M | — |
| Allegro Mineral Partners LLC | Houston | $135.3M | 4 |
| Fogarty Wealth Management, Inc. | Missouri City | $135.3M | — |
| Stonebridge Wealth Management, LLC | Frisco | $134.6M | — |
| Wave Wealth Management, LLC | Frisco | $134.2M | — |
| S & D Financial, L.L.C. | San Antonio | $134.2M | — |
| Double Eagle Capital Management LP | Southlake | $133.2M | 2 |
| Kanos Capital Management, LLC | Houston | $133.2M | — |
| Blackgold Capital Management LP | Houston | $133M | 7 |
| Green & Deckert LLC | Lubbock | $132.8M | — |