DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||
|---|---|---|---|---|
| 2011 | ||||
MELISSA MAE OCONNELL Person · RIA / Wealth · matched MELISSA MAE WALTZ · SCHWAB WEALTH ADVISORY, INC. | 2007 | |||
| 2013 | ||||
| 2012 | ||||
MELISSA MANGUAL GILLESPIE Person · RIA / Wealth · matched MELISSA MAE MANGUAL · RAYMOND JAMES & ASSOCIATES, INC. | 2015 |
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.