| Patrick Stuart | Saddock Wealth | Dallas | Not listed | Percentage of assets, Hourly |
| Raony Zica de Carvalho | Carvalho Investment Group | Austin | Not listed | Percentage of assets, Hourly |
| Stephen Saddock | Saddock Wealth | Dallas | Not listed | Percentage of assets, Hourly |
| Barbara Spicer | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| Cory Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Gary Wood | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| Gregory Wood | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| J. Pappas | Pin Oak Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Jesus Duran | Virtus Family Office | El Paso | Not listed | Percentage of assets, Fixed fees |
| John Platt | Pin Oak Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| John Stetter | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| Lauren Hall | Pin Oak Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Lucas Drumond | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Mary Hicks | Bright Vision Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Matthew Silvey | Texas Family Wealth | Friendswood | Not listed | Percentage of assets, Fixed fees |
| Michael Saenz | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Neal Carlson | Forthright Family Wealth | Houston | Not listed | Percentage of assets, Fixed fees |
| Norma Peralta Morales | Virtus Family Office | El Paso | Not listed | Percentage of assets, Fixed fees |
| Pranav Shingala | Prudent Prosperity | Little Elm | Not listed | Percentage of assets, Fixed fees |
| Robert Bond | Bright Vision Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Sally Branson | Texas Family Wealth | Friendswood | Not listed | Percentage of assets, Fixed fees |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Robert Felty | Penn Davis McFarland | Dallas | Not listed | Percentage of assets |
| Robert Ogden | Penn Davis McFarland | Dallas | Not listed | Percentage of assets |