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LPL Financial Reports Monthly Activity for August 2025

1. LPLA reports $2.26 trillion in assets, up 16.7% from July 2025. 2. August saw $292.8 billion in net new assets, largely from Commonwealth acquisition. 3. Organic net new assets increased by $17.8 billion, an annualized 11.0% growth. 4. Client cash balances grew to $52.7 billion, reflecting a $3.2 billion increase. 5. Net buying activity in August hit $14.2 billion, showing strong market engagement.

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FAQ

Why Very Bullish?

LPLA's substantial asset growth and high organic inflows indicate robust demand, suggesting strong future performance. This parallels historical performance spikes following significant asset increases, enhancing investor confidence.

How important is it?

The significant increase in both total assets and new client inflows directly impacts LPLA's growth trajectory and investor outlook, highlighting its market position as a leading financial advisor platform.

Why Short Term?

The reported metrics reflect recent performance, likely driving immediate investor sentiment and stock prices. Historical precedents show short-term boosts in stock prices after positive asset reports.

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AMPBLKSCHW
September 18, 2025 16:05 ET  | Source: LPL Financial Holdings, Inc. SAN DIEGO, Sept. 18, 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 August 2025. Total advisory and brokerage assets at the end of August were $2.26 trillion, an increase of $324.1 billion, or 16.7%, compared to the end of July 2025. Total net new assets for August were $292.8 billion, which included $275.0 billion of acquired net new assets resulting from the acquisition of Commonwealth Financial Network ("Commonwealth"). Total organic net new assets for August were $17.8 billion, translating to an 11.0% annualized growth rate. This included $13.8 billion of assets from First Horizon Bank that onboarded in August, and $2.2 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 3.9% annualized growth rate. Total client cash balances at the end of August were $52.7 billion, an increase of $3.2 billion compared to the end of July 2025. This included $3.9 billion resulting from the acquisition of Commonwealth. Net buying in August was $14.2 billion. (End of period $ in billions, unless noted)AugustJulyChangeAugustChange20252025M/M2024Y/YAdvisory and Brokerage Assets     Advisory assets1,308.31,077.021.5%869.550.5%Brokerage assets955.3862.410.8%690.638.3%Total Advisory and Brokerage Assets2,263.51,939.416.7%1,560.145.1%      Organic Net New Assets     Organic net new advisory assets11.87.5n/m5.4n/mOrganic net new brokerage assets6.1(2.0)n/m1.1n/mTotal Organic Net New Assets17.85.4n/m6.6n/m      Acquired Net New Assets     Acquired net new advisory assets199.30.0n/m0.2n/mAcquired net new brokerage assets75.70.0n/m0.0n/mTotal Acquired Net New Assets275.00.0n/m0.3n/m      Total Net New Assets     Net new advisory assets211.17.5n/m5.7n/mNet new brokerage assets81.7(2.0)n/m1.2n/mTotal Net New Assets292.85.5n/m6.8n/m      Net brokerage to advisory conversions2.12.4n/m1.3n/m Client Cash Balances     Insured cash account sweep35.033.73.9%30.415.1%Deposit cash account sweep12.210.813.0%9.331.2%Total Bank Sweep47.244.4 6.3%39.7 18.9%Money market sweep4.13.420.6%2.286.4%Total Client Cash Sweep Held by Third Parties51.347.9 7.1%41.9 22.4%Client cash account1.41.6(12.5%)1.4—%Total Client Cash Balances52.749.5 6.5%43.3 21.7%      Net buy (sell) activity14.213.7n/m12.6n/m      Market Drivers     S&P 500 Index (end of period)6,4606,3391.9%5,64814.4%Russell 2000 Index (end of period)2,3662,2127.0%2,2186.7%Fed Funds daily effective rate (average bps)433433—%533(18.8%) 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 1,100 financial institutions, servicing and custodying approximately $1.9 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. Figures provided as of June 30, 2025. 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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