| Howard Financial Services, Ltd. | Dallas | $1.4B | 31 |
| Alterna Wealth Management, Inc. | Houston | $1.4B | — |
| Double Eagle Family Offices, LLC | Fort Worth | $1.4B | 9 |
| Recurrent Investment Advisors LLC | Houston | $1.38B | — |
| Level Four Capital Management | Dallas | $1.38B | — |
| Mountain Capital Management, LLC | Houston | $1.37B | 12 |
| Bh Credit Management LLC | Dallas | $1.37B | 3 |
| Roosevelt Capital Management LLC | Dallas | $1.37B | — |
| Penn Davis McFarland Inc | Dallas | $1.36B | — |
| Weathergage Capital, LLC | Austin | $1.36B | 8 |
| Citation Capital Management, LLC | Dallas | $1.36B | 7 |
| Symphony Financial, Ltd. Co. | Houston | $1.35B | — |
| Quadcap Wealth Management, LLC | Frisco | $1.34B | — |
| Financial Management Professionals Inc | Austin | $1.34B | 2 |
| Victory Financial Group LLC | Austin | $1.34B | — |
| Aip Management LP | Houston | $1.33B | 9 |
| Callahan Advisors, LLC | Houston | $1.33B | — |
| Rhame & Gorrell Wealth Management, LLC | The Woodlands | $1.32B | — |
| Beacon Retirement Planning Services Inc. | Dallas | $1.3B | — |
| Stansberry Asset Management, LLC | Westlake | $1.29B | 3 |
| Trigate Management LLC | Dallas | $1.28B | 10 |
| Blue Sage Services, L.P. | Austin | $1.26B | 5 |
| Webs Creek Capital Management LP | Dallas | $1.25B | 2 |
| Amberjack Capital Partners, L.P. | Houston | $1.25B | 14 |
| Hodges Capital Management Inc | Dallas | $1.24B | — |
| Fwl Investment Management, LLC | Dallas | $1.24B | — |
| Bwcp, LP | Dallas | $1.23B | 1 |
| Pcim Realty Advisors, LLC | Addison | $1.22B | — |
| Parkway Wealth Management Group, LLC | Plano | $1.22B | — |
| Childress Capital Advisors, LLC | Houston | $1.21B | — |
| Autumn Lane Advisors, LLC | Houston | $1.2B | 13 |
| Crossmark Wealth Management, LLC | Houston | $1.19B | — |
| Wpwealth LLP | Fort Worth | $1.17B | — |
| The Capstreet Group, LLC | Houston | $1.16B | 5 |
| Sarofim Realty Advisors LLC | Houston | $1.16B | 2 |
| Academy Capital Management | Waco | $1.16B | — |
| Arkos Global Advisors, LLC | Houston | $1.15B | — |
| Virtus Real Estate LLC | Austin | $1.14B | 4 |
| Oak Harvest Investment Services, LLC | Houston | $1.14B | — |
| Hm International L.L.C. | Austin | $1.13B | 5 |
| Insight Wealth Partners, LLC | Plano | $1.12B | — |
| Brigham Management, LLC | Austin | $1.11B | 11 |
| The Clarus Group, Inc. | Houston | $1.1B | — |
| Integrity Advisory Solutions, LLC | Dallas | $1.1B | — |
| Fusion Investment Advisors LLC | Dallas | $1.1B | — |
| Enclave Advisors, LLC | Austin | $1.1B | — |
| Nexpoint Real Estate Advisors X, L.P. | Dallas | $1.1B | — |
| Presidio Investors LLC | Austin | $1.09B | 14 |
| Holt Capital Advisors, L.L.C. | Fort Worth | $1.09B | 1 |
| McGowan Group Asset Management, Inc. | Dallas | $1.08B | — |