LPL Financial Holdings Client cash — Asset-based increased by 4.0% to $445.33M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 13.6%, from $392.03M to $445.33M. This is a positive signal — higher values indicate stronger performance for this metric.
An increase suggests higher interest rates or higher cash balances, boosting profitability, while a decrease indicates lower rates or clients moving cash into higher-yielding investment products.
This metric represents the revenue generated from client cash balances held within the brokerage platform, typically ear...
Comparable to net interest income from sweep accounts or cash management programs at other independent broker-dealers and wealth management firms.
lpla_segment_client_cash_asset_based| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $90.38M | $91.26M | $82.11M | $84.72M | $154.70M | $294.99M | $418.28M | $378.42M | $360.52M | $352.38M | $341.48M | $353.86M | $392.03M | $397.33M | $428.19M | $445.33M |
| QoQ Change | — | +1.0% | -10.0% | +3.2% | +82.6% | +90.7% | +41.8% | -9.5% | -4.7% | -2.3% | -3.1% | +3.6% | +10.8% | +1.4% | +7.8% | +4.0% |
| YoY Change | — | — | — | — | +71.2% | +223.3% | +393.7% | +144.6% | +22.2% | -15.8% | -9.8% | -1.8% | +11.3% | +16.4% | +21.0% | +13.6% |