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#29
North Carolina - East
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

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Asset Summary
As of Jun, 2023
$1M
Min Account Size For New Business
$1-10M
Typical Size Of Households
$1-15M
Typical Net Worth Of Relationships
$774M
Team Assets (Custodied)