LPL Financial Holdings Sponsorship Programs — Asset-based decreased by 0.8% to $223.65M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 31.1%, from $170.54M to $223.65M. Over 4 years (FY 2021 to FY 2025), Sponsorship Programs — Asset-based shows an upward trend with a 19.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests higher platform utilization by product partners or growth in assets under management within sponsored products, while a decrease may indicate reduced partnership activity or lower asset levels.
This metric represents revenue generated from asset-based fees paid by third-party financial product manufacturers to th...
Comparable to 'distribution fees' or 'marketing support payments' found in other independent broker-dealers or asset management platforms.
lpla_segment_sponsorship_programs_asset_based| 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 | $95.98M | $101.43M | $106.68M | $101.38M | $104.59M | $93.34M | $94.86M | $102.47M | $109.26M | $118.87M | $122.16M | $134.10M | $141.69M | $148.98M | $161.02M | $170.54M | $171.72M | $209.14M | $225.36M | $223.65M |
| QoQ Change | — | +5.7% | +5.2% | -5.0% | +3.2% | -10.8% | +1.6% | +8.0% | +6.6% | +8.8% | +2.8% | +9.8% | +5.7% | +5.1% | +8.1% | +5.9% | +0.7% | +21.8% | +7.8% | -0.8% |
| YoY Change | — | — | — | — | +9.0% | -8.0% | -11.1% | +1.1% | +4.5% | +27.3% | +28.8% | +30.9% | +29.7% | +25.3% | +31.8% | +27.2% | +21.2% | +40.4% | +40.0% | +31.1% |