About LPL Financial

Data as of May 31, 2021

1. Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity. 
2. As reported by Financial Planning magazine, June 1996-2020, based on total revenue. 
3. 2020/2021 Kehrer Bielan TPM survey.  Based on financial institution market share. 
4. Cerulli Associates, 2019 U.S. RIA Marketplace Report.