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LPL Financial Reports Monthly Activity for May 2025

1. LPL Financial's assets increased to $1.85 trillion in May 2025. 2. Organic net new assets totaled $6.5 billion, down from $7.5 billion prior. 3. Total client cash balances decreased by $2.6 billion from April 2025. 4. Net buying in May reached $13.5 billion despite cash balance drop. 5. S&P 500 Index rose 6.2%, potentially benefiting LPLA's market position.

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FAQ

Why Bullish?

The increase in total assets and net buying indicates strong market confidence, similar to past quarterly performances which had positive impacts on LPLA's stock price.

How important is it?

The data reflects strong advisory growth and client activity, crucial for investor confidence in LPLA's future performance.

Why Short Term?

These results can influence trading sentiment immediately, similar to reactions in previous quarterly earnings reports.

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SPYVFHSCHH
June 23, 2025 16:05 ET  | Source: LPL Financial Holdings, Inc. SAN DIEGO, June 23, 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 May 2025. Total advisory and brokerage assets at the end of May were $1.85 trillion, an increase of $66.6 billion, or 3.7%, compared to the end of April 2025. Total organic net new assets for May were $6.5 billion, translating to a 4.4% annualized growth rate. This included $1.0 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 $7.5 billion, translating to a 5.0% annualized growth rate. Total client cash balances at the end of May were $49.2 billion, a decrease of $2.6 billion compared to the end of April 2025. Net buying in May was $13.5 billion. (End of period $ in billions, unless noted)MayAprilChangeMayChange20252025M/M2024Y/YAdvisory and Brokerage Assets     Advisory assets1,021.6978.6 4.4%809.4 26.2%Brokerage assets832.9809.4 2.9%657.0 26.8%Total Advisory and Brokerage Assets1,854.51,787.9 3.7%1,466.4 26.5%      Organic Net New Assets     Organic net new advisory assets8.36.9n/m9.9n/mOrganic net new brokerage assets(1.8)(0.8)n/m1.3n/mTotal Organic Net New Assets6.56.1n/m11.2n/m      Acquired Net New Assets     Acquired net new advisory assets0.00.0n/m0.0n/mAcquired net new brokerage assets0.00.0n/m0.0n/mTotal Acquired Net New Assets0.00.0n/m0.0n/m      Total Net New Assets     Net new advisory assets8.36.9n/m9.9n/mNet new brokerage assets(1.8)(0.8)n/m1.3n/mTotal Net New Assets6.56.1n/m11.2n/m      Net brokerage to advisory conversions2.21.7n/m1.2n/m      Client Cash Balances     Insured cash account sweep33.435.2 (5.1%)31.8 5.0%Deposit cash account sweep10.610.7 (0.9%)9.0 17.8%Total Bank Sweep44.045.9 (4.1%)40.8 7.8%Money market sweep3.94.2 (7.1%)2.3 69.6%Total Client Cash Sweep Held by Third Parties47.950.2 (4.6%)43.1 11.1%Client cash account1.31.6 (18.8%)1.3 —%Total Client Cash Balances49.251.8 (5.0%)44.5 10.6%      Net buy (sell) activity13.510.4n/m15.0n/m      Market Drivers     S&P 500 Index (end of period)5,9125,569 6.2%5,278 12.0%Russell 2000 Index (end of period)2,0661,964 5.2%2,070 (0.2%)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 1,200 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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