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News 2026-09-28 11:04 UTC

Weekly Recap: Client assets $2.60T and Three Texas advisory teams added

LPL Financial Holdings Inc. (NASDAQ:LPLA) finished August with $2.60T in client assets, up $55.3B (2.2%) and $13.5B in net new assets, driven by $13.8B net buys and 60.8% advisory mix, while adding Texas teams Burnett, Fowler and Carlile (~$430M) and two Salt Lake City teams from Northwestern Mutua…