DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||
|---|---|---|---|---|
| Grand Forks, | ||||
| 1994 | ||||
| 2000 | ||||
| 2005 | ||||
| 1986 | ||||
| 2003 | ||||
| 2002 | ||||
| 2014 | ||||
| 1998 | ||||
| 2006 | ||||
| 2005 | ||||
| 1986 | ||||
| 1985 | ||||
| 2009 | ||||
| 2004 | ||||
| 2014 | ||||
| 2015 | ||||
| 2016 | ||||
| 1997 | ||||
| 2016 | ||||
| 2010 | ||||
| 1996 | ||||
| 2016 | ||||
| 1997 | ||||
Joseph Allen McKersie Person · RIA / Wealth · matched JOSEPH ALLEN MC KERSIE · CHARLES SCHWAB & CO., INC. | 2010 | |||
JOSEPH ALLEN O'KEEFE Person · RIA / Wealth · matched JOSEPH ALLEN OKEEFE · AMERIPRISE FINANCIAL SERVICES, LLC | 1989 | |||
| 2013 | ||||
| 2014 | ||||
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.