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Forbes Lists

#10
Illinois
Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (August, 2024). SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.

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Asset Summary
As of Mar, 2024
$750K
Min Account Size For New Business
$800K-3.5M
Typical Size Of Households
$1.2-7.5M
Typical Net Worth Of Relationships
$248M
Team Assets (Custodied)