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LPL Financial Total Advisory, Brokerage Assets Rise in July
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LPL Financial Total Advisory, Brokerage Assets Rise in July
Aug 21, 2025 2:10 PM

04:42 PM EDT, 08/21/2025 (MT Newswires) -- LPL Financial ( LPLA ) said late Thursday that its total advisory and brokerage assets rose 1.1% to $1.94 trillion in July from June.

Total organic net new assets in July were $5.4 billion, translating to a 3.4% annualized growth rate, LPL said.

The company said its total client cash balances stood at $49.5 billion at the end of July, down $1.1 billion from the end of June.

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