LPL Financial Holdings Trailing — Commission decreased by 4.7% to $486.62M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 11.2%, from $437.72M to $486.62M. Over 4 years (FY 2021 to FY 2025), Trailing — Commission shows an upward trend with a 7.3% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests growth in the underlying asset base or a shift toward products with higher recurring fee structures, while a decrease may indicate asset outflows or a decline in the value of client holdings.
This metric represents recurring revenue generated from ongoing service fees on investment products, such as mutual fund...
Similar to recurring asset-based fees or trail commissions reported by other independent broker-dealers and wealth management platforms.
lpla_segment_trailing_commission| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $351.16M | $351.16M | $351.16M | $345.19M | $320.88M | $315.09M | $311.19M | $317.65M | $323.93M | $331.81M | $326.45M | $361.21M | $363.98M | $377.40M | $439.67M | $437.72M | $418.30M | $492.43M | $510.72M | $486.62M |
| QoQ Change | — | +0.0% | +0.0% | -1.7% | -7.0% | -1.8% | -1.2% | +2.1% | +2.0% | +2.4% | -1.6% | +10.6% | +0.8% | +3.7% | +16.5% | -0.4% | -4.4% | +17.7% | +3.7% | -4.7% |
| YoY Change | — | — | — | — | -8.6% | -10.3% | -11.4% | -8.0% | +0.9% | +5.3% | +4.9% | +13.7% | +12.4% | +13.7% | +34.7% | +21.2% | +14.9% | +30.5% | +16.2% | +11.2% |