• LPL Financial reported total client assets of USD 2.55 trillion at end-July 2026, down 0.6% from end-June.
• Advisory assets rose to 60.6% of total assets; advisory assets were USD 1.54 trillion, brokerage assets USD 1 trillion.
• Organic net new assets totaled USD 7.4 billion in July, implying a 3.5% annualized growth rate.
• Client cash balances were USD 54.3 billion, down USD 2.6 billion from June; July net buying was USD 14.7 billion.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: 202608201605PRIMZONEFULLFEED9813634) on August 20, 2026, and is solely responsible for the information contained therein.