LPL Financial Holdings Inc. has released its monthly activity report for July 2025, revealing a total advisory and brokerage assets value of $1.94 trillion. This marks an increase of $20.2 billion or 1.1% from the end of June 2025. The report highlights total organic net new assets for July at $5.4 billion, equating to a 3.4% annualized growth rate. This figure includes $1.8 billion in assets that were off-boarded due to a planned separation from misaligned large OSJs. Excluding these impacts, organic net new assets were $7.2 billion, with a 4.5% annualized growth rate. Additionally, total client cash balances at the end of July were reported at $49.5 billion, reflecting a decrease of $1.1 billion compared to June 2025. Net buying activity for the month amounted to $13.7 billion. The S&P 500 Index rose by 2.2% to 6,339, while the Russell 2000 Index saw a 1.7% increase, reaching 2,212. The report provides further insights into the company's financial metrics and market drivers, offering a comprehensive view of their financial performance for the month.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.