SAN DIEGO, Sept. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company") today released its monthly activity report for August 2026.

Total client assets at the end of August were $2.60 trillion, an increase of $55.3 billion, or 2.2%, compared to the end of July. Advisory assets as a percentage of total assets increased to 60.8%, up from 57.8% a year ago.

Total organic net new assets ("NNA") for August were $13.5 billion, translating to a 6.4% annualized growth rate.

Total client cash balances at the end of August were $54.4 billion, an increase of $0.1 billion compared to the end of July. Net buying in August was $13.8 billion.

(End of period $ in billions, unless noted)	August	July		Change		August	Change
(End of period $ in billions, unless noted)	2026	2026		M/M		2025	Y/Y
*Client Assets*
Advisory	1,582.5	1,544.2		2.5	%	1,308.3	21.0	%
Brokerage	1,019.4	1,002.4		1.7	%	955.3	6.7	%
Total Client Assets	2,601.9	2,546.6		2.2	%	2,263.5	15.0	%

*Organic NNA*
Advisory	12.5	10.2		n/m		11.8	n/m
Brokerage	0.9	(2.8	)	n/m		6.1	n/m
Total Organic NNA	13.5	7.4		n/m		17.8	n/m

*Acquired NNA*⁽¹⁾
Advisory	0.0	0.0		n/m		199.3	n/m
Brokerage	0.0	0.0		n/m		75.7	n/m
Total Acquired NNA	0.0	0.0		n/m		275.0	n/m

*Total NNA*
Advisory	12.5	10.2		n/m		211.1	n/m
Brokerage	0.9	(2.8	)	n/m		81.7	n/m
Total NNA	13.5	7.4		n/m		292.8	n/m

Net brokerage to advisory conversions	1.7	1.9		n/m		2.1	n/m

*Client Cash Balances*
Insured cash account sweep	37.1	36.8		0.8	%	35.0	6.0	%
Deposit cash account sweep	15.1	15.0		0.7	%	12.2	23.8	%
Total Bank Sweep	52.2	51.8		0.8	%	47.2	10.6	%
Money market sweep	1.0	1.1		(9.1	%)	4.1	(75.6	%)
Total Client Cash Sweep Held by Third Parties	53.1	52.8		0.6	%	51.3	3.5	%
Client cash account	1.2	1.5		(20.0	%)	1.4	(14.3	%)
Total Client Cash Balances	54.4	54.3		0.2	%	52.7	3.2	%

Net buy (sell) activity	13.8	14.7		n/m		14.2	n/m


*Market Drivers*
S&P 500 Index (end of period)	7,686	7,490		2.6	%	6,460	19.0	%
Russell 2000 Index (end of period)	2,956	2,931		0.9	%	2,366	25.0	%
Fed Funds daily effective rate (average bps)	363	363		—	%	433	(16.2	%)

Note: Totals may not foot due to rounding.

(1) In August 2025, includes Commonwealth assets as of 6/30/2025, assuming 90% retention. Based on unaudited preliminary financial information of Commonwealth.

For additional information regarding these and other Company 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 Relations

investor.relations@lplfinancial.com

Media Relations

media.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 more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.6 trillion in brokerage and advisory assets on behalf of approximately 8 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. Members 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.