Investor Presentaiton
3 Organic growth opportunities through net new assets and ROA
We continued to drive solid organic growth with a net new
asset growth rate of ~9% for the past year
Total Organic Net New Assets (8) ($B)
Organic Total NNA+
Organic Annualized Growth Rate*
Organic Net New Advisory Assets (9) ($B)
Organic Advisory NNA+
Net Brokerage to Advisory Conversions (10)
Organic Annualized Growth Rate*
L
Organic Net New Brokerage Assets (9) ($B)
Π
Organic Brokerage NNA+
Net Brokerage to Advisory Conversions (10)
Organic Annualized Growth Rate*
7.4%
5.3%
3.2%
3.7%
$56
$33
$16
$23
$119
13.2%
$101
8.9%
$89
19.4%
$64
13.2%
13.6%
11.8%
10.8%
9.0%
$50
$33
$28
$25
6.7%
6.8%
1.7%
$37
(0.6%)
0.1%
$29
(4.0%)
$7
$8
$7
$7
$9
$13
$10
($12) ($2)
$0
2017
2018
2019
2020
2021
Q3'22 LTM
2017
2018
2019
2020
2021
Q3'22 LTM
($7)
($7)
($9)
($13)
($10)
($8)
2017
2018
2019
2020
2021
Q3'22 LTM
Ex. Large Financial Institutions
Organic Growth Rate:
Organic NNA:
9.3%
$84
6.2%
$70
Ex. Large Financial Institutions
Organic Growth Rate:
Organic NNA:
17.6%
$81
10.5%
$62
Ex. Large Financial Institutions
Organic Growth Rate:
0.6%
1.4%
Organic NNA:
$3
$8
† Prior to Q4 2021, net new assets and net new assets growth rates exclude the assets of Waddell & Reed
LPL Financial Member FINRA/SIPC
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