{"success":true,"data":{"pressRelease":{"id":"152539","rtpr_id":"nGNX8YLHvh-20260924","ticker":"LPLA","exchange":"NASDAQ","all_tickers":["LPLA"],"title":"LPL Financial Reports Monthly Activity for August 2026","author":"Globe Newswire","published_at":"2026-09-24T20:05:00.467Z","article_body":"SAN DIEGO, Sept. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc.\n(Nasdaq: LPLA\n(https://www.globenewswire.com/Tracker?data=UGbUSZkN2z7fWX3Dy1mwIvnJbiOlMITOAi5jyMStwDnz4RgoPi8ZsTOHUT7C2a1ZdU08FvDJLB7Cm_ES--ujMINmLsNBbsBcbTG0VojXwTunZEQRNIJ6xPEpHQSw_wQ2))\n(the “Company”) today released its monthly activity report for August\n2026.\n\nTotal client assets at the end of August were $2.60 trillion, an increase of\n$55.3 billion, or 2.2%, compared to the end of July. Advisory assets as a\npercentage of total assets increased to 60.8%, up from 57.8% a year ago.\n\nTotal organic net new assets (“NNA”) for August were $13.5 billion,\ntranslating to a 6.4% annualized growth rate.\n\nTotal client cash balances at the end of August were $54.4 billion, an\nincrease of $0.1 billion compared to the end of July. Net buying in August was\n$13.8 billion.\n\n (End of period $ in billions, unless noted)    August     July        Change      August     Change      \n                                                2026       2026        M/M         2025       Y/Y         \n Client Assets                                                                                            \n Advisory                                       1,582.5    1,544.2     2.5     %   1,308.3    21.0    %   \n Brokerage                                      1,019.4    1,002.4     1.7     %   955.3      6.7     %   \n Total Client Assets                            2,601.9    2,546.6     2.2     %   2,263.5    15.0    %   \n                                                                                                          \n Organic NNA                                                                                              \n Advisory                                       12.5       10.2        n/m         11.8       n/m         \n Brokerage                                      0.9        (2.8     )  n/m         6.1        n/m         \n Total Organic NNA                              13.5       7.4         n/m         17.8       n/m         \n                                                                                                          \n Acquired NNA ((1))                                                                                       \n Advisory                                       0.0        0.0         n/m         199.3      n/m         \n Brokerage                                      0.0        0.0         n/m         75.7       n/m         \n Total Acquired NNA                             0.0        0.0         n/m         275.0      n/m         \n                                                                                                          \n Total NNA                                                                                                \n Advisory                                       12.5       10.2        n/m         211.1      n/m         \n Brokerage                                      0.9        (2.8     )  n/m         81.7       n/m         \n Total NNA                                      13.5       7.4         n/m         292.8      n/m         \n                                                                                                          \n Net brokerage to advisory conversions          1.7        1.9         n/m         2.1        n/m         \n                                                                                                          \n Client Cash Balances                                                                                     \n Insured cash account sweep                     37.1       36.8        0.8     %   35.0       6.0     %   \n Deposit cash account sweep                     15.1       15.0        0.7     %   12.2       23.8    %   \n Total Bank Sweep                               52.2       51.8        0.8     %   47.2       10.6    %   \n Money market sweep                             1.0        1.1         (9.1    %)  4.1        (75.6   %)  \n Total Client Cash Sweep Held by Third Parties  53.1       52.8        0.6     %   51.3       3.5     %   \n Client cash account                            1.2        1.5         (20.0   %)  1.4        (14.3   %)  \n Total Client Cash Balances                     54.4       54.3        0.2     %   52.7       3.2     %   \n                                                                                                          \n Net buy (sell) activity                        13.8       14.7        n/m         14.2       n/m         \n                                                                                                          \n                                                                                                          \n Market Drivers                                                                                           \n S&P 500 Index (end of period)                  7,686      7,490       2.6     %   6,460      19.0    %   \n Russell 2000 Index (end of period)             2,956      2,931       0.9     %   2,366      25.0    %   \n Fed Funds daily effective rate (average bps)   363        363         —       %   433        (16.2   %)  \n                                                                                                          \n\nNote: Totals may not foot due to rounding.\n(1) In August 2025, includes Commonwealth assets as of 6/30/2025, assuming 90%\nretention. Based on unaudited preliminary financial information of\nCommonwealth. \n\nFor additional information regarding these and other Company business metrics,\nplease refer to the Company’s most recent earnings announcement\n(https://www.globenewswire.com/Tracker?data=-O0n2Lnu4REYJpT9v9E-opQwSPZIbgAg0GxY-jleqX871tlqzSxQj6sRTao9y63RE6IW5Lwz495AzobRZRTQiu4qcncWBB10zGnbJaf8gFFIF7MjIKxLTexmSysf-o9r2YQ6jjEbDxaWiUH5aMg1Wu3hrj7nYsuG4-sd6G0vtjE=),\nwhich is available in the quarterly results\n(https://www.globenewswire.com/Tracker?data=nzjB_Ao4-zuV2QHR9RxzWmr3eEf6pUWrGH0_LcSDvUxgt3t2opbdPqRpBSolWN4k6OdzKRpL_Ps5cvSG_BYyJlvjmH3N4uuvj9Lne38IAv7-7RH20UVxb_lHej6Vo6gCyR54RDUDjzvdE_1NjzEZ3A==)\nsection of investor.lpl.com\n(https://www.globenewswire.com/Tracker?data=cLCaq3vOQYn53iuFSvdQRIj3wMiA7M6cBycFOzquPcj6vjoWOPDMUFTpdsTV-yK320F7qoM_l1Xst9ZqOv5FaD4wVbgwqDdh0A3CC_JGJFGZ4M35KnR9cBEzFPKl3fpy).\n\nContacts\n\nInvestor Relations\ninvestor.relations@lplfinancial.com\n\nMedia Relations\nmedia.relations@lplfinancial.com\n\nAbout LPL Financial\n\nLPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth\nmanagement firms in the U.S. As a leader in the financial advisor-mediated\nmarketplace, LPL supports more than 32,000 financial advisors and the wealth\nmanagement practices of approximately 1,100 financial institutions, servicing\nand custodying approximately $2.6 trillion in brokerage and advisory assets on\nbehalf of approximately 8 million Americans. The firm provides a wide range of\nadvisor affiliation models, investment solutions, fintech tools and practice\nmanagement services, ensuring that advisors and institutions have the\nflexibility to choose the business model, services, and technology resources\nthey need to run thriving businesses. For further information about LPL,\nplease visit www.lpl.com.\n\nSecurities and advisory services offered through LPL Financial LLC (“LPL\nFinancial”) and LPL Enterprise, LLC (“LPL Enterprise”), both registered\ninvestment advisers and broker-dealers. Members FINRA/SIPC.\n\nThroughout this communication, the terms “financial advisors” and\n“advisors” are used to refer to registered representatives and/or\ninvestment advisor representatives affiliated with LPL Financial or LPL\nEnterprise.\n\nWe routinely disclose information that may be important to shareholders in the\n“Investor Relations\n(https://www.globenewswire.com/Tracker?data=PHNCKHXnbOeQ0oVgTF_jdCaa4oWfhsjsj0PYevVRUunwGgBIcmjA_Od1lEM7yL1mCMPH-Y_OfJpT6ScrhjKRWBILpK9kl933NQN6XvD9uM0=)”\nor “Press Releases\n(https://www.globenewswire.com/Tracker?data=iDZNDbsu4zaPc6Svo0epXofaaa23-Ms2qKFSwS-Q5CCZHjvjJ-R3jzStKyQ6JrV4b-reyzOuTJwgdZuvyLCRUGWDSdArYE1UN39IJfZ29BpTcpyFfb1EKcNsO2SkOwj0)”\nsection of our website.\n\n(https://www.globenewswire.com/NewsRoom/AttachmentNg/53e1e8c9-85a6-4959-822d-a2cead7e0840)\n\n\n\nGlobeNewswire, Inc. 2026","article_body_html":"","raw_payload":{"data":{"id":"nGNX8YLHvh-20260924","title":"LPL Financial Reports Monthly Activity for August 2026","author":"Globe Newswire","ticker":"LPLA","created":"2026-09-24T20:05:00.467Z","tickers":["LPLA"],"exchange":"NASDAQ","article_body":"SAN DIEGO, Sept. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc.\n(Nasdaq: LPLA\n(https://www.globenewswire.com/Tracker?data=UGbUSZkN2z7fWX3Dy1mwIvnJbiOlMITOAi5jyMStwDnz4RgoPi8ZsTOHUT7C2a1ZdU08FvDJLB7Cm_ES--ujMINmLsNBbsBcbTG0VojXwTunZEQRNIJ6xPEpHQSw_wQ2))\n(the “Company”) today released its monthly activity report for August\n2026.\n\nTotal client assets at the end of August were $2.60 trillion, an increase of\n$55.3 billion, or 2.2%, compared to the end of July. Advisory assets as a\npercentage of total assets increased to 60.8%, up from 57.8% a year ago.\n\nTotal organic net new assets (“NNA”) for August were $13.5 billion,\ntranslating to a 6.4% annualized growth rate.\n\nTotal client cash balances at the end of August were $54.4 billion, an\nincrease of $0.1 billion compared to the end of July. Net buying in August was\n$13.8 billion.\n\n (End of period $ in billions, unless noted)    August     July        Change      August     Change      \n                                                2026       2026        M/M         2025       Y/Y         \n Client Assets                                                                                            \n Advisory                                       1,582.5    1,544.2     2.5     %   1,308.3    21.0    %   \n Brokerage                                      1,019.4    1,002.4     1.7     %   955.3      6.7     %   \n Total Client Assets                            2,601.9    2,546.6     2.2     %   2,263.5    15.0    %   \n                                                                                                          \n Organic NNA                                                                                              \n Advisory                                       12.5       10.2        n/m         11.8       n/m         \n Brokerage                                      0.9        (2.8     )  n/m         6.1        n/m         \n Total Organic NNA                              13.5       7.4         n/m         17.8       n/m         \n                                                                                                          \n Acquired NNA ((1))                                                                                       \n Advisory                                       0.0        0.0         n/m         199.3      n/m         \n Brokerage                                      0.0        0.0         n/m         75.7       n/m         \n Total Acquired NNA                             0.0        0.0         n/m         275.0      n/m         \n                                                                                                          \n Total NNA                                                                                                \n Advisory                                       12.5       10.2        n/m         211.1      n/m         \n Brokerage                                      0.9        (2.8     )  n/m         81.7       n/m         \n Total NNA                                      13.5       7.4         n/m         292.8      n/m         \n                                                                                                          \n Net brokerage to advisory conversions          1.7        1.9         n/m         2.1        n/m         \n                                                                                                          \n Client Cash Balances                                                                                     \n Insured cash account sweep                     37.1       36.8        0.8     %   35.0       6.0     %   \n Deposit cash account sweep                     15.1       15.0        0.7     %   12.2       23.8    %   \n Total Bank Sweep                               52.2       51.8        0.8     %   47.2       10.6    %   \n Money market sweep                             1.0        1.1         (9.1    %)  4.1        (75.6   %)  \n Total Client Cash Sweep Held by Third Parties  53.1       52.8        0.6     %   51.3       3.5     %   \n Client cash account                            1.2        1.5         (20.0   %)  1.4        (14.3   %)  \n Total Client Cash Balances                     54.4       54.3        0.2     %   52.7       3.2     %   \n                                                                                                          \n Net buy (sell) activity                        13.8       14.7        n/m         14.2       n/m         \n                                                                                                          \n                                                                                                          \n Market Drivers                                                                                           \n S&P 500 Index (end of period)                  7,686      7,490       2.6     %   6,460      19.0    %   \n Russell 2000 Index (end of period)             2,956      2,931       0.9     %   2,366      25.0    %   \n Fed Funds daily effective rate (average bps)   363        363         —       %   433        (16.2   %)  \n                                                                                                          \n\nNote: Totals may not foot due to rounding.\n(1) In August 2025, includes Commonwealth assets as of 6/30/2025, assuming 90%\nretention. Based on unaudited preliminary financial information of\nCommonwealth. \n\nFor additional information regarding these and other Company business metrics,\nplease refer to the Company’s most recent earnings announcement\n(https://www.globenewswire.com/Tracker?data=-O0n2Lnu4REYJpT9v9E-opQwSPZIbgAg0GxY-jleqX871tlqzSxQj6sRTao9y63RE6IW5Lwz495AzobRZRTQiu4qcncWBB10zGnbJaf8gFFIF7MjIKxLTexmSysf-o9r2YQ6jjEbDxaWiUH5aMg1Wu3hrj7nYsuG4-sd6G0vtjE=),\nwhich is available in the quarterly results\n(https://www.globenewswire.com/Tracker?data=nzjB_Ao4-zuV2QHR9RxzWmr3eEf6pUWrGH0_LcSDvUxgt3t2opbdPqRpBSolWN4k6OdzKRpL_Ps5cvSG_BYyJlvjmH3N4uuvj9Lne38IAv7-7RH20UVxb_lHej6Vo6gCyR54RDUDjzvdE_1NjzEZ3A==)\nsection of investor.lpl.com\n(https://www.globenewswire.com/Tracker?data=cLCaq3vOQYn53iuFSvdQRIj3wMiA7M6cBycFOzquPcj6vjoWOPDMUFTpdsTV-yK320F7qoM_l1Xst9ZqOv5FaD4wVbgwqDdh0A3CC_JGJFGZ4M35KnR9cBEzFPKl3fpy).\n\nContacts\n\nInvestor Relations\ninvestor.relations@lplfinancial.com\n\nMedia Relations\nmedia.relations@lplfinancial.com\n\nAbout LPL Financial\n\nLPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth\nmanagement firms in the U.S. As a leader in the financial advisor-mediated\nmarketplace, LPL supports more than 32,000 financial advisors and the wealth\nmanagement practices of approximately 1,100 financial institutions, servicing\nand custodying approximately $2.6 trillion in brokerage and advisory assets on\nbehalf of approximately 8 million Americans. The firm provides a wide range of\nadvisor affiliation models, investment solutions, fintech tools and practice\nmanagement services, ensuring that advisors and institutions have the\nflexibility to choose the business model, services, and technology resources\nthey need to run thriving businesses. For further information about LPL,\nplease visit www.lpl.com.\n\nSecurities and advisory services offered through LPL Financial LLC (“LPL\nFinancial”) and LPL Enterprise, LLC (“LPL Enterprise”), both registered\ninvestment advisers and broker-dealers. Members FINRA/SIPC.\n\nThroughout this communication, the terms “financial advisors” and\n“advisors” are used to refer to registered representatives and/or\ninvestment advisor representatives affiliated with LPL Financial or LPL\nEnterprise.\n\nWe routinely disclose information that may be important to shareholders in the\n“Investor Relations\n(https://www.globenewswire.com/Tracker?data=PHNCKHXnbOeQ0oVgTF_jdCaa4oWfhsjsj0PYevVRUunwGgBIcmjA_Od1lEM7yL1mCMPH-Y_OfJpT6ScrhjKRWBILpK9kl933NQN6XvD9uM0=)”\nor “Press Releases\n(https://www.globenewswire.com/Tracker?data=iDZNDbsu4zaPc6Svo0epXofaaa23-Ms2qKFSwS-Q5CCZHjvjJ-R3jzStKyQ6JrV4b-reyzOuTJwgdZuvyLCRUGWDSdArYE1UN39IJfZ29BpTcpyFfb1EKcNsO2SkOwj0)”\nsection of our website.\n\n(https://www.globenewswire.com/NewsRoom/AttachmentNg/53e1e8c9-85a6-4959-822d-a2cead7e0840)\n\n\n\nGlobeNewswire, Inc. 2026"},"type":"article","timestamp":"2026-09-24T20:05:00.532570503Z","server_sent_at_ms":1790280300532},"received_at":"2026-09-24T20:05:00.583Z","source_url":null},"analysis":{"id":"141342","press_release_id":"152539","analysis_json":{"industry":{"label":"Capital Markets","sector":"Financials"},"redFlags":[],"eventType":"operations_update","narrative":"LPL Financial reported August 2026 total client assets of $2.60 trillion, up 2.2% from July and 15% year-over-year.\n\nOrganic net new assets were $13.5 billion, a 6.4% annualized growth rate, with advisory assets rising to 60.8% of total assets from 57.8% a year ago.\n\nClient cash balances ended at $54.4 billion, roughly flat month-over-month, with $13.8 billion of net buying activity during the month.","sentiment":"bullish","agentHooks":{"shouldPost":false,"suggestedAngle":"Steady monthly metrics: double-digit asset growth and 6.4% annualized organic NNA continue for LPLA."},"keyFigures":{"customDimensions":{"organic_nna_august":13500000000,"net_buying_activity":13800000000,"client_cash_balances":54400000000,"advisory_assets_pct_of_total":"60.8%","total_client_assets_change_mom":"2.2%","total_client_assets_change_yoy":"15.0%","organic_nna_annualized_growth_rate":"6.4%"}},"namedEntities":{"people":[],"products":[],"companies":[{"name":"LPL Financial Holdings Inc.","ticker":"LPLA","relationship":"filer"}],"dollarAmounts":[{"amount":"$2.60 trillion","context":"total client assets at end of August 2026"},{"amount":"$13.5 billion","context":"total organic net new assets for August"},{"amount":"$54.4 billion","context":"total client cash balances at end of August"},{"amount":"$13.8 billion","context":"net buying activity in August"},{"amount":"$55.3 billion","context":"month-over-month increase in total client assets"}]},"materialImpact":{"score":2,"reasoning":"Routine monthly KPI disclosure with solid organic growth ($13.5B NNA, 6.4% annualized) and 15% YoY asset growth, but no earnings, guidance, or capital actions."},"tickerRelevance":{"others":[],"primary":"LPLA"},"globalImportance":30,"audienceRelevance":35,"eventTypeSecondary":[],"importanceComponents":{"tickerTier":"large-cap financial","eventGravity":"routine monthly KPI report","issuerAuthored":true,"retailFavoriteBoost":0}},"event_type":"operations_update","event_type_secondary":null,"sentiment":"bullish","material_impact_score":2,"narrative":"LPL Financial reported August 2026 total client assets of $2.60 trillion, up 2.2% from July and 15% year-over-year.\n\nOrganic net new assets were $13.5 billion, a 6.4% annualized growth rate, with advisory assets rising to 60.8% of total assets from 57.8% a year ago.\n\nClient cash balances ended at $54.4 billion, roughly flat month-over-month, with $13.8 billion of net buying activity during the month.","key_figures":{"customDimensions":{"organic_nna_august":13500000000,"net_buying_activity":13800000000,"client_cash_balances":54400000000,"advisory_assets_pct_of_total":"60.8%","total_client_assets_change_mom":"2.2%","total_client_assets_change_yoy":"15.0%","organic_nna_annualized_growth_rate":"6.4%"}},"named_entities":{"people":[],"products":[],"companies":[{"name":"LPL Financial Holdings Inc.","ticker":"LPLA","relationship":"filer"}],"dollarAmounts":[{"amount":"$2.60 trillion","context":"total client assets at end of August 2026"},{"amount":"$13.5 billion","context":"total organic net new assets for August"},{"amount":"$54.4 billion","context":"total client cash balances at end of August"},{"amount":"$13.8 billion","context":"net buying activity in August"},{"amount":"$55.3 billion","context":"month-over-month increase in total client assets"}]},"model_name":"glm-5.3-flashx","prompt_hash":"sha256:727b4b9429a443af","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-09-24T20:05:10.932Z","global_importance":30,"audience_relevance":35,"importance_components":{"tickerTier":"large-cap financial","eventGravity":"routine monthly KPI report","issuerAuthored":true,"retailFavoriteBoost":0}},"durationMs":4794,"modelName":"glm-5.3-flashx"}}