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Forbes Lists

#42
Ohio - Cincinnati
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#6
Ohio
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
#383
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.

More on Forbes

Sep 15, 2024

Fed Rate Cut This Week: How Deep?

A Fed rate cut is a virtual certainty, but the size of the cut is still uncertain. Most easing cycles have ended in recession, but there are reasons for optimism.
Asset Summary
As of Jun, 2023
$2M
Min Account Size For New Business
$2.5-9M
Typical Size Of Households
$3-7.5M
Typical Net Worth Of Relationships
$2.5B
Team Assets (Custodied)