LPL Financial(LPLA) - 2023 Q1 - Earnings Call Presentation

Organic Independent RIA Advisory NNA(21) Organic Corporate RIA NNA(21) Acquired Corporate RIA NNA Average Total Advisory & Brokerage Assets(10) Gross Profit* ROA(11) OPEX ROA(12) YOY Change SEQ Change (2%) 0% 9.4 bps 3.1 bps 2.6 bps 0.7 bps $835$915 $998$1,079 $1,135$1,144 $1,131$1,112 $1,114 25.2 bps 24.3 bps 23.5 bps 22.7 bps 22.4 bps 23.2 bps 25.3 bps 28.7 bps 31.8 bps 16.7 bps 16.0 bps 15.5 bps 15.3 bps 15.3 bps 15.8 bps 16.5 bps 17.2 bps 17.9 bps Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 2021 2022 2023 6.8 bps 2. ...