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Forbes Lists

#2
U.S. Territories
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.
#34
Source: Forbes.com (Awarded July 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
#1
U.S. Territories
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.

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Asset Summary
As of Jun, 2023
$10M
Min Account Size For New Business
$2-50M
Typical Size Of Households
$10-150M
Typical Net Worth Of Relationships
$517M
Team Assets (Custodied)