DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| 1994 | ||||||||
| Kansas City, | 355 | |||||||
| Monee, | 56 | |||||||
| Minnetonka, | 50 | |||||||
| Washington, | 52 | |||||||
| Los Altos, | 2 | 1 | ||||||
| 2014 | ||||||||
| 2004 | ||||||||
| 1998 | ||||||||
| 2007 | ||||||||
| 2005 | ||||||||
| 2009 | ||||||||
| 2007 | ||||||||
| 2015 | ||||||||
| 2007 | ||||||||
| 1998 | ||||||||
| 2014 | ||||||||
| 1998 | ||||||||
| 2015 | ||||||||
| 2012 | ||||||||
| 1999 | ||||||||
| 2012 | ||||||||
| 2013 | ||||||||
| 2015 | ||||||||
| 2013 | ||||||||
| 2008 | ||||||||
Jo Ann Meriweather Boortz Massicott Person · RIA / Wealth · matched Jo Ann Meriweather Boortz · EDWARD JONES | 2016 | |||||||
| 2016 | ||||||||
| 1998 | ||||||||
| 2015 | ||||||||
| 2 | 1 | |||||||
| 1 | 1 | |||||||
| $84.6M | 2 | 2017 | ||||||
| 2002 | ||||||||
MELANIE CHRISTINE DOHRMAN Person · RIA / Wealth · matched MELANIE CHRISTINE VOORTMAN · LPL FINANCIAL LLC | 2007 | |||||||
Dianne Lynch Person · RIA / Wealth · matched DIANNE ELIZABETH BRUXVOORT · AMERIPRISE FINANCIAL SERVICES, LLC | 1994 | |||||||
| 2006 | ||||||||
Erica Lynn Rasti Person · RIA / Wealth · matched Erica Lynn Vandevoort · STATE FARM INVESTMENT MANAGEMENT CORP. | 2015 | |||||||
Maria A Miriani Person · RIA / Wealth · matched Maria A Tepoorten · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014 | |||||||
| 1 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| Palo Alto, | 1 | |||||||
| New Haven, | ||||||||
| Schenactady, | ||||||||
| Santa Clara, | ||||||||
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.