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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.