| Charis Legacy Partners, LLC | Bryan | $132.7M | — |
| Usca Asset Management LLC | Houston | $132.1M | 24 |
| Pmv Capital Advisers, LLC | Dallas | $132M | — |
| Nexpoint Advisors, L.P. | Dallas | $131.2M | — |
| Equilibria Wealth Management, LLC | Katy | $130.4M | — |
| My Financial Aurora Limited Liability Company | Austin | $130M | — |
| Broadhurst Financial Advisors, Inc. | Austin | $128.4M | — |
| Evolution Investment Management LLC | Austin | $127.5M | 6 |
| Sage Wealth Planning, LLC | Georgetown | $127M | — |
| Personal Money Planning, LLC | Wichita Falls | $126.7M | — |
| Shadowridge Asset Management, LLC | Austin | $126.7M | — |
| Artesa Financial Group, LLC | Conroe | $126.6M | — |
| Kingwood Investment Group, LLC | Kingwood | $126.5M | — |
| RIA Wealth Advisors, LLC | Round Rock | $126.5M | — |
| Trinity Investment Management, LLC | Fort Worth | $126.2M | 1 |
| Integrity Road Wealth Partners LLC | Houston | $126M | — |
| Gardner Asset Management LLC | Dallas | $125.3M | — |
| Masterpiece Capital, LLC | Austin | $124.9M | — |
| Emergent Capital Advisors, LLC | Houston | $124.1M | — |
| Worth Financial Group Inc. | Dallas | $122.8M | — |
| Encompass Advisory Services, LLC | Katy | $121.3M | — |
| Leder Fiduciary Capital LLC | Bellaire | $120.6M | — |
| Mtr Financial Services, LLC | Kingwood | $119.9M | — |
| Lone Star Investment Advisors, LLC | Dallas | $119.9M | 3 |
| L.d. Lowe Wealth Advisory, Inc. | Richardson | $118.8M | — |
| 818 Wealth, LLC | Fort Worth | $117.1M | — |
| Pathway Wealth Management, LLC | Dallas | $116M | — |
| Modern Financial Planning, LLC | Georgetown | $116M | — |
| Third Gear Capital Management LP | Houston | $115.7M | 1 |
| Finamex Asset Management, LLC | Houston | $113.9M | — |
| Grace Capital Management, LLC | Austin | $108.7M | — |
| Double Eagle Wealth Management LLC | Dallas | $108.6M | — |
| Panteles Advisors, LLC | Argyle | $108.2M | — |
| Turner Capital Investments, LLC | Austin | $107.2M | — |
| Birnam Wood Capital, LLC | Dallas | $106.1M | — |
| Ormonde Investment Management, LLC | Dallas | $105.3M | — |
| Legacy Chief Financial Office, LLC | Shenandoah | $105.1M | — |
| Catalyst Wealth Management LLC | Houston | $105M | — |
| Dhandho Funds LLC | West Lake Hills | $104M | — |
| Ironhorn Advisors LLC | Austin | $103M | — |
| Brazos Capital, LLC | Austin | $102.5M | — |
| Crowdout Capital LLC | Austin | $102.4M | 6 |
| A Sling & a Stone, Incorporated | Burnet | $102.1M | 1 |
| Caz GP Stakes Adviser LLC | Houston | $99M | — |
| Lemnis Capital LLC | Richardson | $97.9M | — |
| Box Financial Advisors, LLC | Grapevine | $96.9M | 1 |
| Nexpoint Insurance Solutions, L.P. | Dallas | $95.7M | — |
| Basa Resources, Inc. | Dallas | $95.7M | 1 |
| Burke Wealth Management, LLC | Houston | $95.2M | — |
| Abraham Trading, LP | Canadian | $94.9M | — |