LPL Financial : October 2021 Monthly Metrics Dashboard
November 18, 2021 at 09:43 pm
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LPLA October 2021 Monthly Metrics Dashboard
(Posted November 18, 2021)
Total Advisory and Brokerage Assets ($ billions)
Total Advisory and Brokerage Assets
Advisory Assets % Total
YOY
SEQ
Change
Change
1,157
1,180
873
903
907
925
958
1,063
1,074
1,112
1,130
1,133
46%
4%
808
50.6%
51.1%
51.2%
51.6%
51.8%
51.8%
52.0%
51.9%
52.1%
52.3%
52.4%
52.8%
2.5 pts
0.4 pts
50.3%
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
2020
2021
Client Cash Balances ($ billions)
Total Client Cash Balances (EOP)
Client Cash % of Total Advisory and Brokerage Assets
YOY
SEQ
50.7
50.9
Change
Change
48.3
48.1
48.9
48.8
48.3
48.3
47.7
47.8
48.4
48.5
49.7
5%
0%
6.0%
5.5%
5.4%
5.4%
5.2%
5.0%
4.5%
4.5%
4.4%
4.3%
4.3%
4.5%
4.3%
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
2020
2021
Total Net New Assets ($ billions)
Organic NNA
Acquired NNA
Annualized Organic Growth Rate
25.2%
73.8
28.9%
7.4%
7.3%
10.8%
4.8%
7.9%
19.4
8.4%
7.4%
26.0
11.5%
8.6%
10.0%
7.6%
7.4
7.9
5.9
6.1
24.2
10.0
7.6
11.4
7.2
6.5
3.6
6.7
5.0
4.9
9.1
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
2020
2021
Organic Growth Rate (ex Financial Institutions)
9.8%
5.8%
7.0%
9.5%
8.1%
7.1%
9.9%
Net Buy (Sell) Activity ($ billions)
5.6
6.0
6.9
6.9
6.0
6.5
5.5
5.8
5.6
4.2
4.5
5.2
2.5
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
2020
2021
Calculated as current period total organic net new assets multiplied by twelve, divided by preceding period Total Advisory and Brokerage Assets.
LPL Financial Member FINRA/SIPC
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Disclaimer
LPL Financial Holdings Inc. published this content on 18 November 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 18 November 2021 21:42:19 UTC.
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm company. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises (collectively, advisors) in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, the Company offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products.