Investor Presentaiton
3
Vertical integration
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 (9) ($B)
Organic Total NNA+
Organic Annualized Growth Rate*
Organic Net New Advisory Assets (10) ($B)
Organic Advisory NNA+
Net Brokerage to Advisory Conversions
Organic Annualized Growth Rate*
Organic Net New Brokerage Assets (10) ($B)
Organic Brokerage NNA+
ā Net Brokerage to Advisory Conversions
Organic Annualized Growth Rate*
7.4%
5.3%
3.7%
$56
$23
$33
19.4%
$119
13.6%
13.2%
$99
$96
11.8%
$89
8.5%
9.0%
7.9%
8.1%
7.8%
9.4%
7.7%
6.7%
$52
1.7%
$50
$49
(0.6%)
0.1%
$33
$50
$44
$29
$25
$7
$13
$7
$7
$9
$8
$7
($2)
$0
2018
2019
2020
2021
2022
Q1'23
LTM
2018
2019
2020
2021
2022
Q1'23
($7)
($7)
($9) ($13)
($8)
($7)
LTM
2018
2019
2020
2021
2022
Q1'23
LTM
t 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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