DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
B.O.S.S. Retirement Advisors, LLC
Latest filing Aug 13, 2026
First filing on the tape Dec 19, 2019 · 39 filings
SEC status approved since Jan 22, 2020
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$1.4B individuals and HNW
Advisors
45
registered through the firm on IAPD
RAUM per advisor
$30.7M
derived; firm RAUM over IAPD count
Employees
87
49 advisory (5.B.1)
Offices
11
beyond the principal office
Private funds
0
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$1.4B as of Aug 13, 2026
Feb 19, 2020$158M then
HNW client RAUM$217M as of Aug 13, 2026
Feb 19, 2020$13.4M then
State-registered IARs (5.B.3)49 as of Aug 13, 2026
Feb 19, 202020 then
Employees (5.A)87 as of Aug 13, 2026
Feb 19, 202020 then
Private funds: no history
RAUM +30% over the last fiscal year+33% a year over threeIARs 36 to 49offices 9 to 11
Practice profile
derived from the filing of Aug 13, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $30.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 110derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $120,736derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.9derivedItem 5.A over advisors
- Advisors per office
- 3.8derived12 offices incl. principal (1.F.5)
- RAUM growth, one year
- +30%derivedbetween the last two annual amendments
- Advisor growth, one year
- +36%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -28%derived
- Compensation
- fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, selection of other advisersreportedItem 5.G
- Financial planning clients
- 1,500reportedItem 5.H
- Custody
- $602M, 2,675 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$1.1B82%
- High-net-worth individuals$217M16%
- Pension and profit-sharing plans$15.4M1.1%
- Corporations and businesses$10.5M0.8%
- Individual clients
- 4,827reported
- HNW clients
- 129reported
- Pension plan clients
- 47reported
- Charitable clients
- n/areported
- Accounts
- 11,452reported
- Financial planning clients
- 1,500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $602M for 2,675 clientsreported
- Compensation
- fixedreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
45 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ryan Thacker | Lehi, Ut | Nov 7, 2014 | 25 y | 0 |
| Tyson Paul Thacker | Lehi, Ut | Nov 7, 2014 | 32 y | 0 |
| Charles A Maynes | Soutu Jordan, Ut | Feb 2, 2015 | 19 y | 0 |
| Edward Dennis Griffin | Lehi, Ut | Mar 22, 2016 | 34 y | 3 |
| John Ryan Brough | Lehi, Ut | Jan 19, 2017 | 26 y | 2 |
| Ryan M Landvatter | Lehi, Ut | Feb 27, 2017 | 18 y | 0 |
| David Whitworth | Lehi, Ut | Feb 27, 2017 | 13 y | 0 |
| Curtis Gardiner Packer | Lehi, Ut | May 23, 2017 | 17 y | 0 |
| Robert Nelson Brantley | Lehi, Ut | Nov 30, 2017 | 17 y | 1 |
| Melanie Colleen Tingey | Lehi, Ut | Apr 25, 2018 | 11 y | 0 |
| Skyler Craig FredricksonCertified Financial Planner | Salt Lake City, Ut | Oct 18, 2018 | 18 y | 4 |
| Zachary Brett Mortensen | South Jordon, Ut | Feb 15, 2019 | 10 y | 0 |
| Adam Michael Lallas | Lehi, Ut | Feb 15, 2019 | 12 y | 0 |
| Brady Jake FullerCertified Financial Planner | Ogden, Ut | Mar 20, 2019 | 15 y | 5 |
| Tyler David Huband | Gilbert, Az | Jul 6, 2020 | 14 y | 0 |
| Dennis W Larson | Lehi, Ut | Jan 25, 2021 | 27 y | 1 |
| Karla Glover Church | Lehi, Ut | Jun 17, 2021 | 10 y | 0 |
| Weston Huber | St. George, Ut | Nov 30, 2021 | 10 y | 2 |
| Scott M Swanson | Meridian, Id | Feb 3, 2022 | 15 y | 2 |
| Austin Reed Thacker | Lehi, Ut | May 25, 2022 | 19 y | 0 |
| Julia Kathryn Steppan | Lehi, Ut | Jun 27, 2022 | 13 y | 2 |
| David James BoydCertified Financial Planner | Lehi, Ut | Oct 7, 2022 | 10 y | 1 |
| Cameron Travis Rankin | Lehi, Ut | Mar 13, 2023 | 10 y | 0 |
| Landry Leach | Lehi, Ut | Oct 4, 2023 | 14 y | 3 |
| Shay Nicole Nelson | Lehi, Ut | Nov 15, 2023 | 15 y | 0 |
| Spencer Leon Felkins | Lehi, Ut | Jan 17, 2024 | 16 y | 0 |
| Kelly Lisa Holtman | Ogden, Ut | Feb 27, 2024 | 19 y | 4 |
| Nathan Scott Vought | Lehi, Ut | Mar 13, 2024 | 11 y | 2 |
| John Stephan Gehrke | Provo, Ut | Apr 8, 2024 | 12 y | 2 |
| Garrett C Wozniak | Lehi, Ut | Jun 18, 2024 | 10 y | 3 |
| Lisa Keleigh George | Lehi, Ut | Jul 5, 2024 | 15 y | 0 |
| Adam David Mortensen | Lehi, Ut | Sep 4, 2024 | 11 y | 0 |
| Jason Patrick WeaverCertified Financial Planner | Meridian, Id | Sep 9, 2024 | 23 y | 3 |
| Brent Richard Dewsnup | Lehi, Ut | Oct 23, 2024 | 24 y | 0 |
| Rachael Scott | Lehi, Ut | Jan 21, 2025 | 11 y | 0 |
| Jonathan Albrethsen | Lehi, Ut | Feb 7, 2025 | 10 y | 1 |
| Christopher Joel DolanCertified Financial Planner | Lehi, Ut | Mar 27, 2025 | 20 y | 4 |
| Drake Puzey | Lehi, Ut | Jun 25, 2025 | 10 y | 0 |
| Tyler Reed Snow | Lehi, Ut | Jul 17, 2025 | 10 y | 2 |
| Michael Ronald Fortin | Lehi, Ut | Nov 21, 2025 | 15 y | 3 |
Advisor movement
9 left, 4 joined in 12 months
net -5 in 12 months5 left in 90 days2 joined in 90 daysdeparture rate 20% of current headcount12 left over 36 months
Left, latest
- Brian Ward to Rfg Advisory, LLCSep 8, 2026 · RIA to RIA
- Brandon Philip Olson to Rfg Advisory, LLCSep 8, 2026 · RIA to RIA
- Dylan Mark Wathen to Rfg Advisory, LLCSep 8, 2026 · RIA to RIA
- Cassidy Ann O'Brien to Rfg Advisory, LLCSep 8, 2026 · RIA to RIA
- Jordan Reed Brown to Capita Financial Network, LLCJul 8, 2026 · RIA to RIA
- Gavin Bullock to Trajan Wealth, L.L.C.Jun 1, 2026 · RIA to RIA
- Craig Bennett Roth to Foundations Investment Advisors LLCOct 6, 2025 · RIA to RIA
- Michael Thomas Zarlengo to Advice And Planning ServicesOct 6, 2025 · RIA to affiliated broker-dealer or bank
- Hanxu Qin to Raymond James Financial Services Advisors, IncOct 6, 2025 · RIA to affiliated broker-dealer or bank
- Bailey Pope to Sofi Wealth LLCSep 16, 2025 · RIA to affiliated broker-dealer or bank
- Steve O'Flynn to Foundations Investment Advisors LLCMay 7, 2025 · RIA to RIA
- Alicia Carinalli to Axxcess Wealth Management, LLCOct 14, 2024 · RIA to RIA
- Tobias Shiner to U.S. Bancorp Investments, Inc.Jul 12, 2023 · RIA to affiliated broker-dealer or bank
- Abraham Samaniego Perez to Creativeone Wealth, LLCJun 28, 2023 · RIA to RIA
- Joseph Albert Kent to Capita Financial Network, LLCMar 14, 2023 · RIA to RIA
Joined, latest
- Ryan Williams from Wells Fargo AdvisorsJul 22, 2026 · Wirehouse to independent RIA
- John Preston Brough from Strategic Advisers LLCJul 22, 2026 · Affiliated broker-dealer or bank to independent RIA
- Andrew James Williams from Wells Fargo AdvisorsDec 18, 2025 · Wirehouse to independent RIA
- Michael Ronald Fortin from LPL Enterprise, LLCNov 21, 2025 · Affiliated broker-dealer or bank to independent RIA
- Tyler Reed Snow from Wells Fargo AdvisorsJul 17, 2025 · Wirehouse to independent RIA
- Christopher Joel Dolan from Buck Wealth Strategies, LLCMar 27, 2025 · RIA to RIA
- Hanxu Qin from Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 18, 2025 · Wirehouse to independent RIA
- Michael Thomas Zarlengo from Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 27, 2025 · Wirehouse to independent RIA
- Jonathan Albrethsen from Ha Wealth Advisors Inc.Feb 7, 2025 · Other
- Gavin Bullock from Wealth Enhancement Advisory Services, LLCNov 25, 2024 · RIA to RIA
- Jason Patrick Weaver from Scf Investment Advisors, Inc.Sep 9, 2024 · Other
- Garrett C Wozniak from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 18, 2024 · Wirehouse to independent RIA
- Craig Bennett Roth from Wayfinding Financial, LLCApr 18, 2024 · RIA to RIA
- John Stephan Gehrke from MML Investors Services, LLCApr 8, 2024 · Affiliated broker-dealer or bank to independent RIA
- Bailey Pope from Park Avenue Securities LLCMar 20, 2024 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 4 left for Rfg Advisory, LLCSep 8, 2026 · Lehi, Ut
- 2 joined from Ae Wealth Management, LLCOct 4, 2022 · Bothell, Wa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Jonathan Blank · Chief Marketing Officercontrolsince 04/2024 · owns less than 5%
- Richard Brent Dewsnup · Chief Operating Officercontrolsince 07/2023 · owns less than 5%
- Landry Leach · Chief Revenue Officercontrolsince 09/2023 · owns less than 5%
- Gardiner Curtis Packer · Ccocontrolsince 01/2020 · owns less than 5%
- Ryan Thacker · Co-Foundercontrolsince 05/2008 · owns 50% to 75%
- Paul Tyson Thacker · Co-Foundercontrolsince 05/2008 · owns 50% to 75%
- Ryan Jeffrey Morton · Chief Marketing Officersince 02/2025 · owns less than 5%
Related persons
Schedule D 7.A
- B.O.S.S Retirement Solutionsreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lehi, Ut · principal | 43 | 6 | 3 | 1 | |
| Meridian, Id | 4 | 0 | 0 | ||
| Ogden, Ut | 3 | 0 | 1 | ||
| Salt Lake City, Ut | 2 | 0 | 0 | ||
| South Jordan, Ut | 2 | 0 | 1 | ||
| Kirkland, Wa | 2 | 0 | 3 | ||
| Provo, Ut | 1 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- South Jordan, UT6 employees
- Provo, UT5 employees
- Kirkland, WA5 employees
- Meridian, ID4 employees
- Ogden, UT3 employees
- Bountiful, UT3 employees
- Salt Lake City, UT3 employees
- West Valley City, UT2 employees
- Bothell, WA1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Aug 13, 2026Blank, Jonathan (CHIEF MARKETING OFFICER) left Schedule A between the filings of 2024-06-17 and 2026-08-13peers: independent wealth managers, $1B to $5B (1,360)
- clients down average size upCombination · filing Apr 29, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $1,060,864,881 to $1,382,665,452, advisors 36 to 49, private clients 6850 to 4956, offices 9 to 11 (2025-02-25 to 2026-04-29)peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Other offices · 10 to 11Feb 10, 2026 to Apr 29, 2026
- Accounts · 11,886 to 11,452Dec 11, 2025 to Feb 10, 2026
- Advisory employees · 41 to 49Dec 11, 2025 to Feb 10, 2026
- Corporate clients · unset to 10.0Dec 11, 2025 to Feb 10, 2026
- HNW clients · 84 to 129Dec 11, 2025 to Feb 10, 2026
- Individual clients · 6,766 to 4,827Dec 11, 2025 to Feb 10, 2026
- Pension plan clients · unset to 47.0Dec 11, 2025 to Feb 10, 2026
- Assets in custody · $545M to $602MDec 11, 2025 to Feb 10, 2026
- Employees · 65 to 87Dec 11, 2025 to Feb 10, 2026
- State-registered IARs · 36 to 49Dec 11, 2025 to Feb 10, 2026
- Discretionary RAUM · $1.1B to $1.4BDec 11, 2025 to Feb 10, 2026
- HNW RAUM · $142M to $217MDec 11, 2025 to Feb 10, 2026
- Individual RAUM · $896M to $1.1BDec 11, 2025 to Feb 10, 2026
- Pension RAUM · $12.9M to $15.4MDec 11, 2025 to Feb 10, 2026
- RAUM · $1.1B to $1.4BDec 11, 2025 to Feb 10, 2026
- Other offices · 9 to 10Jul 3, 2025 to Oct 7, 2025
- Financial planning clients · More than 500 to More than 500Jun 11, 2025 to Jul 3, 2025
- Accounts · 6,227 to 11,886Nov 20, 2024 to Feb 25, 2025
- Advisory employees · 36 to 41Nov 20, 2024 to Feb 25, 2025
- HNW clients · 182 to 84Nov 20, 2024 to Feb 25, 2025
- Individual clients · 6,045 to 6,766Nov 20, 2024 to Feb 25, 2025
- Assets in custody · $7.0M to $545MNov 20, 2024 to Feb 25, 2025
- Employees · 61 to 65Nov 20, 2024 to Feb 25, 2025
- Discretionary RAUM · $764M to $1.1BNov 20, 2024 to Feb 25, 2025
- HNW RAUM · $292M to $142MNov 20, 2024 to Feb 25, 2025
- Individual RAUM · $472M to $896MNov 20, 2024 to Feb 25, 2025
- Pension RAUM · unset to 12927219.0Nov 20, 2024 to Feb 25, 2025
- RAUM · $764M to $1.1BNov 20, 2024 to Feb 25, 2025
- Other offices · 8 to 9Jul 4, 2024 to Aug 8, 2024
- Accounts · 8,405 to 6,227Nov 14, 2023 to Feb 27, 2024
- Advisory employees · 30 to 36Nov 14, 2023 to Feb 27, 2024
- HNW clients · 50 to 182Nov 14, 2023 to Feb 27, 2024
- Individual clients · 4,300 to 6,045Nov 14, 2023 to Feb 27, 2024
- Assets in custody · $5.8M to $7.0MNov 14, 2023 to Feb 27, 2024
- Employees · 50 to 61Nov 14, 2023 to Feb 27, 2024
- State-registered IARs · 18 to 36Nov 14, 2023 to Feb 27, 2024
- Discretionary RAUM · $588M to $764MNov 14, 2023 to Feb 27, 2024
- HNW RAUM · $58.0M to $292MNov 14, 2023 to Feb 27, 2024
- Individual RAUM · $530M to $472MNov 14, 2023 to Feb 27, 2024
- RAUM · $588M to $764MNov 14, 2023 to Feb 27, 2024
Signals
31 dated events
- Cassidy Ann O'Brien left B.O.S.S. Retirement Advisors, Llc for Rfg Advisory, Llc (registered 2026-08-25)Sep 8, 2026 · Advisor changed firm · fact
- Dylan Mark Wathen left B.O.S.S. Retirement Advisors, Llc for Rfg Advisory, Llc (registered 2026-08-20)Sep 8, 2026 · Advisor changed firm · fact
- 4 advisors left B.O.S.S. Retirement Advisors, LLC (Lehi, UT) for Rfg Advisory, LLC on the same daySep 8, 2026 · Team lift-out · derived
- Brian Ward left B.O.S.S. Retirement Advisors, Llc for Rfg Advisory, Llc (registered 2026-08-07)Sep 8, 2026 · Advisor changed firm · fact
- Brandon Philip Olson left B.O.S.S. Retirement Advisors, Llc for Rfg Advisory, Llc (registered 2026-08-07)Sep 8, 2026 · Advisor changed firm · fact
- Jordan Reed Brown left B.O.S.S. Retirement Advisors, Llc for Capita Financial Network, Llc (registered 2026-07-08)Jul 8, 2026 · Advisor changed firm · fact
- Gavin Bullock left B.O.S.S. Retirement Advisors, Llc for Trajan Wealth, L.L.C. (registered 2026-07-14)Jun 1, 2026 · Advisor changed firm · fact
- B.O.S.S. Retirement Advisors, Llc reported RAUM $1.4B, up 30% from $1.1B (2025-12-11 to 2026-02-10)Feb 10, 2026 · RAUM change · derived
- B.O.S.S. Retirement Advisors, Llc reported 49 state-registered advisory representatives, up from 36 (2025-12-11 to 2026-02-10)Feb 10, 2026 · Advisor headcount change · derived
- Michael Thomas Zarlengo left B.O.S.S. Retirement Advisors, Llc for Advice And Planning Services (registered 2025-11-11)Oct 6, 2025 · Advisor changed firm · fact
- Craig Bennett Roth left B.O.S.S. Retirement Advisors, Llc for Foundations Investment Advisors Llc (registered 2025-10-22)Oct 6, 2025 · Advisor changed firm · fact
- Hanxu Qin left B.O.S.S. Retirement Advisors, Llc for Raymond James Financial Services Advisors, Inc (registered 2026-03-09)Oct 6, 2025 · Advisor changed firm · fact
- Bailey Pope left B.O.S.S. Retirement Advisors, Llc for Sofi Wealth Llc (registered 2025-09-30)Sep 16, 2025 · Advisor changed firm · fact
- Steve O'Flynn left B.O.S.S. Retirement Advisors, Llc for Foundations Investment Advisors Llc (registered 2025-08-08)May 7, 2025 · Advisor changed firm · fact
- B.O.S.S. Retirement Advisors, Llc reported RAUM $1.1B, up 39% from $764.0M (2024-11-20 to 2025-02-25)Feb 25, 2025 · RAUM change · derived
- Alicia Carinalli left B.O.S.S. Retirement Advisors, Llc for Axxcess Wealth Management, Llc (registered 2024-10-10)Oct 14, 2024 · Advisor changed firm · fact
- Landry Leach (Chief Revenue Officer) appeared on Schedule A of B.O.S.S. Retirement Advisors, LlcJun 17, 2024 · Control person joined · fact
- Jonathan Blank (Chief Marketing Officer) appeared on Schedule A of B.O.S.S. Retirement Advisors, LlcJun 17, 2024 · Control person joined · fact
- Richard Brent Dewsnup (Chief Operating Officer) appeared on Schedule A of B.O.S.S. Retirement Advisors, LlcJun 17, 2024 · Control person joined · fact
- B.O.S.S. Retirement Advisors, Llc reported 36 state-registered advisory representatives, up from 18 (2023-11-14 to 2024-02-27)Feb 27, 2024 · Advisor headcount change · derived
- B.O.S.S. Retirement Advisors, Llc reported RAUM $764.0M, up 30% from $588.0M (2023-11-14 to 2024-02-27)Feb 27, 2024 · RAUM change · derived
- Tobias Shiner left B.O.S.S. Retirement Advisors, Llc for U.S. Bancorp Investments, Inc. (registered 2023-08-21)Jul 12, 2023 · Advisor changed firm · fact
- Abraham Samaniego Perez left B.O.S.S. Retirement Advisors, Llc for Creativeone Wealth, Llc (registered 2023-06-27)Jun 28, 2023 · Advisor changed firm · fact
- Joseph Albert Kent left B.O.S.S. Retirement Advisors, Llc for Capita Financial Network, Llc (registered 2023-03-14)Mar 14, 2023 · Advisor changed firm · fact
- B.O.S.S. Retirement Advisors, Llc reported RAUM $588.0M, up 36% from $433.9M (2022-12-09 to 2023-02-01)Feb 1, 2023 · RAUM change · derived
- 2 advisors left AE Wealth Management, LLC (Bothell, WA) for B.O.S.S. Retirement Advisors, LLC on the same dayOct 4, 2022 · Team lift-out · derived
- B.O.S.S. Retirement Advisors, Llc reported RAUM $407.7M, up 47% from $276.7M (2021-07-21 to 2021-10-13)Oct 13, 2021 · RAUM change · derived
- B.O.S.S. Retirement Advisors, Llc reported RAUM $276.7M, up 75% from $158.5M (2020-12-04 to 2021-01-30)Jan 30, 2021 · RAUM change · derived
- A Charles Maynes (Cco) no longer on Schedule A of B.O.S.S. Retirement Advisors, Llc (listed 2020-01-09, absent 2020-02-19)Feb 19, 2020 · Control person left · inference
- Gardiner Curtis Packer (Cco) appeared on Schedule A of B.O.S.S. Retirement Advisors, LlcFeb 19, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/b-o-s-s-retirement-solutionsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- bossretirementquiz.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 801-990-5055reportedpublic record, Form ADV, Aug 13, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $30.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026