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LPL Financial Reports Monthly Activity for April 2025

1. LPLA's assets dropped by $7 billion, or 0.4%, in April 2025. 2. Organic net new assets totaled $6.1 billion, maintaining a 4.1% growth. 3. Client cash balances decreased by $1.3 billion to $51.8 billion. 4. April's net buying activity was $10.4 billion, a significant increase. 5. S&P 500 Index decreased slightly by 0.8% at month-end.

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Why Neutral?

While there was a decline in total assets, organic growth remains positive. Historical context shows minor asset fluctuation usually has neutral immediate impacts on price.

How important is it?

The activity report provides essential insights into LPLA's health; however, minor asset fluctuations suggest moderate concern.

Why Short Term?

Recent reports may affect short-term trading, but fundamentals remain strong for growth. Past similar reports led to transient reactions without long-term consequences.

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LPLABROKVIRTCOWN
May 22, 2025 16:05 ET  | Source: LPL Financial Holdings, Inc. SAN DIEGO, May 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for April 2025. Total advisory and brokerage assets at the end of April were $1.79 trillion, a decrease of $7.0 billion, or 0.4%, compared to the end of March 2025. Total organic net new assets for April were $6.1 billion, translating to a 4.1% annualized growth rate. This included $0.1 billion of assets from Wintrust Investments, LLC and certain private client business at Great Lakes Advisors, LLC (collectively, “Wintrust”) that onboarded in April, and $0.2 billion of assets that off-boarded as part of the previously disclosed planned separation from misaligned large OSJs. Prior to these impacts, organic net new assets were $6.2 billion, translating to a 4.1% annualized growth rate. Total client cash balances at the end of April were $51.8 billion, a decrease of $1.3 billion compared to the end of March 2025. Net buying in April was $10.4 billion. (End of period $ in billions, unless noted)AprilMarchChangeAprilChange20252025M/M2024Y/YAdvisory and Brokerage Assets     Advisory assets978.6977.40.1%775.526.2%Brokerage assets809.4817.5(1.0%)637.527.0%Total Advisory and Brokerage Assets1,787.91,794.9(0.4%)1,413.026.5%      Organic Net New Assets     Organic net new advisory assets6.912.7n/m7.4n/mOrganic net new brokerage assets(0.8)0.5n/m(0.4)n/mTotal Organic Net New Assets6.113.1n/m7.0n/m      Acquired Net New Assets     Acquired net new advisory assets0.01.8n/m0.3n/mAcquired net new brokerage assets0.05.3n/m4.8n/mTotal Acquired Net New Assets0.07.1n/m5.0n/m      Total Net New Assets     Net new advisory assets6.914.5n/m7.6n/mNet new brokerage assets(0.8)5.8n/m4.3n/mTotal Net New Assets6.120.2n/m12.0n/m      Net brokerage to advisory conversions1.71.9n/m1.2n/m                                          Client Cash Balances     Insured cash account sweep35.236.1(2.5%)32.58.3%Deposit cash account sweep10.710.7—%9.117.6%Total Bank Sweep45.946.8(1.9%)41.610.3%Money market sweep4.24.3(2.3%)2.382.6%Total Client Cash Sweep Held by Third Parties50.251.1(1.8%)43.814.6%Client cash account1.61.9(15.8%)1.9(15.8%)Total Client Cash Balances51.853.1(2.4%)45.713.3%      Net buy (sell) activity10.413.2n/m12.3n/mMarket Drivers     S&P 500 Index (end of period)5,5695,612(0.8%)5,03610.6%Russell 2000 Index (end of period)1,9642,012(2.4%)1,974(0.5%)Fed Funds daily effective rate (average bps)433433—%533(18.8%)       Note: Totals may not foot due to rounding. For additional information regarding these and other LPL Financial business metrics, please refer to the Company’s most recent earnings announcement, which is available in the quarterly results section of investor.lpl.com. Contacts Investor Relationsinvestor.relations@lplfinancial.com Media Relationsmedia.relations@lplfinancial.com About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.8 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. Securities and advisory services offered through LPL Financial LLC (“LPL Financial”) and LPL Enterprise, LLC (“LPL Enterprise”), both registered investment advisers and broker-dealers. Member FINRA/SIPC. Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial or LPL Enterprise. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

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