| Michael Howard | Afrobloc | Dallas | Not listed | Percentage of assets, Hourly |
| Michael Katrein | PER Stirling Capital Management | Austin | Not listed | Percentage of assets, Hourly |
| Michael Laheta | Everyplan Financial | Round Rock | Not listed | Percentage of assets, Hourly |
| Michael Lampe | Financial Life Advisors | San Antonio | Not listed | Percentage of assets, Hourly |
| Michael Langford | Course Pilot Financial | Austin | Not listed | Percentage of assets, Hourly |
| Michael Lowe | Insight Wealth Partners | Plano | Not listed | Percentage of assets, Hourly |
| Michael Marin | Marin Financial Group | Katy | Not listed | Percentage of assets, Hourly |
| Michael McLaughlin | Ancap Financial | Friendswood | Not listed | Hourly, Fixed fees |
| Michael Srulowitz | Heritage Haus Wealth Partners | New Braunfels | Not listed | Percentage of assets, Fixed fees |
| Michael Wachsler | Vertrix Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Michael Whyte | Targeted Wealth Solutions | Schertz | Not listed | Percentage of assets, Hourly |
| Michele Jones | RHP Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Michelle Smith | Penney Financial | Houston | Not listed | Percentage of assets, Hourly |
| Mikiel Featherston | Planning Works Advisory | Austin | Not listed | Percentage of assets, Hourly |
| Nancy Dickson | Dickson Financial Group, LLC. | Comfort | Not listed | Percentage of assets, Fixed fees |
| Natalie Picha | RHP Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Nathaniel Morris | Financial Life Advisors | San Antonio | Not listed | Percentage of assets, Hourly |
| Nathaniel Thiemann | Exemplar Wealth Partners | Allen | Not listed | Percentage of assets, Fixed fees |
| Nelson Flores | Mmbg Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Nicholas Godfrey | Aspenridge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Hourly |
| Nicole Louvar | Guided Capital Wealth Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Pamela Benningfield | Snowcap Capital Management | Dallas | Not listed | Percentage of assets, Hourly |
| Paris Hookham | Disciplined Investors | Waco | Not listed | Percentage of assets, Hourly |
| Patrick Combs | Combs Capital Partners | Southlake | Not listed | Percentage of assets, Fixed fees |
| Patrick Tuggle | Evidence Wealth | Bryan | Not listed | Percentage of assets, Hourly |
| Paul Broughton | The Broughton Investment Group | Houston | Not listed | Percentage of assets, Hourly |
| Paul Meredith | Uptick Partners | Nacogdoches | Not listed | Percentage of assets, Fixed fees |
| Peter Coulchinsky | The Summit Group | San Antonio | Not listed | Percentage of assets, Fixed fees |
| Peyton Bruce | Aspenridge Wealth Advisors | Fort Worth | Not listed | Percentage of assets, Hourly |
| Philip Armes | Endeavor Advisors | Houston | Not listed | Percentage of assets, Hourly |
| Philip Lichtman | Concert Financial Planning | Houston | Not listed | Hourly, Fixed fees |
| Philip Maguire | Maguire Stewardship Partners | Allen | Not listed | Percentage of assets, Fixed fees |
| Phillip Guerra | Sizemore Capital Management | Kennedale | Not listed | Percentage of assets, Fixed fees |
| Phillip Washington | Stone Hill Wealth Management | Dallas | Not listed | Percentage of assets, Hourly |
| Rachel Niemuth | Requisite Capital Management | Dallas | Not listed | Percentage of assets, Fixed fees |
| Rajesh Chelapurath | Ceera Investments | Bellaire | Not listed | Percentage of assets, Hourly |
| Rajesh Tummala | Deep Think Investments | Leander | Not listed | Percentage of assets, Fixed fees |
| Randall Horton | Howard Financial Services | Dallas | Not listed | Percentage of assets, Hourly |
| Raymond Cozby | Gibson Wealth Advisors | Tyler | Not listed | Percentage of assets, Hourly |
| Rebecca McElroy | Horizon Wealth Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Rebecca Whites | Real Wealth Planning | Austin | Not listed | Percentage of assets, Hourly |
| Reid Higgins | Disciplined Investors | Waco | Not listed | Percentage of assets, Hourly |
| Renee Harvey | Planning Works Advisory | Austin | Not listed | Percentage of assets, Hourly |
| Richard Corse | Westmont Capital Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Richard Dullnig | 1900 Wealth | San Antonio | Not listed | Percentage of assets, Hourly |
| Richard Jordan | Fortress Estate Solutions | Frisco | Not listed | Percentage of assets, Hourly |
| Richard LaFont | Endeavor Advisors | Houston | Not listed | Percentage of assets, Hourly |
| Richard Wilson | Community Financial Group | Conroe | Not listed | Percentage of assets, Hourly |
| Robert Berger | Founder Family Financial | Austin | Not listed | Percentage of assets, Hourly |
| Robert Brown | Brownsboro Financial | Lockhart | Not listed | Percentage of assets, Hourly |