LPL Financial Holdings Asset-based increased by 4.9% to $820.81M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 18.1%, from $695.24M to $820.81M.
other_asset_based_fees| 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 | $279.62M | $301.70M | $302.04M | $296.40M | $363.60M | $489.26M | $621.75M | $589.72M | $585.13M | $600.72M | $601.01M | $626.19M | $695.24M | $702.35M | $782.28M | $820.81M |
| QoQ Change | — | +7.9% | +0.1% | -1.9% | +22.7% | +34.6% | +27.1% | -5.2% | -0.8% | +2.7% | +0.0% | +4.2% | +11.0% | +1.0% | +11.4% | +4.9% |
| YoY Change | — | — | — | — | +30.0% | +62.2% | +109.8% | +62.2% | +19.6% | -3.4% | +1.9% | +7.0% | +15.7% | +16.9% | +24.9% | +18.1% |
| Segment | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Client cash | $360.52M | $352.38M | $341.48M | $353.86M | $392.03M | $397.33M | $428.19M | $445.33M |
| Other asset-based | $224.61M | $248.34M | $259.53M | $272.34M | $303.21M | $305.02M | $354.09M | $375.48M |
| Total | $585.13M | $600.72M | $601.01M | $626.19M | $695.24M | $702.35M | $782.28M | $820.81M |