LPL Financial LLC, a subsidiary of LPL Financial Holdings Inc., has reported significant growth in its monthly activity for May 2025. The firm observed an increase in total advisory and brokerage assets, which reached $1.85 trillion, marking a 3.7% rise from the previous month. The growth in assets was driven by $6.5 billion in total organic net new assets, translating to an annualized growth rate of 4.4%. Despite a $2.6 billion decrease in total client cash balances, net buying surged to $13.5 billion. This robust performance reflects the company's strategic efforts, including the planned separation from misaligned large OSJs.
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