QA: LPL Financial Holdings Inc. in us_brokers/2020

Table of Contents

See also this year's filing and all EDGAR filings for this company.

PDF Report 0001397911_2021_LPL_Financial_Holdings_Inc.pdf

Logs

warning Similarly named company. Duplicate? None {'details': [{'other_company': 'Jefferies Financial Group Inc.', 'shared_tokens': {'financial'}}, {'other_company': 'STIFEL FINANCIAL CORP', 'shared_tokens': {'financial'}}]}
info Minor missing amount for aggregate added to remainder industry.us_generic {'aggregate': 'Expenses', 'missing_ratio': 1.852191420278903e-06, 'aggregate_val': 5399000000, 'exp_sum': 5399010000, 'exp_to_value': {'LaborExpense': 609257000, 'GeneralAndAdministrativeExpense': 166389000, 'CommissionsAndAdvisoryFees': 3754214000, 'OperatingExpenses': 123584000, 'remainder_Expenses': 745566000}}
info Minor missing amount for aggregate added to remainder industry.us_generic {'aggregate': 'Assets', 'missing_ratio': 4.598729432374227e-06, 'aggregate_val': 6523571000, 'exp_sum': 6523541000, 'exp_to_value': {'FinancialSecurities': 953258000, 'AssetsCurrent': 808612000, 'Receivables': 1185670000, 'GoodwillAndIntangibleAssets': 1911352000, 'remainder_Assets': 1664649000}}
info Failed to set obs_EconomicCapitalRatio industry.us_generic {'reason': "KeyError('0001397911')"}

Graph

Absolute values for 0001397911, LPL Financial Holdings Inc.

  xvar xval
0 FinancialSecurities 953,258,000
1 AssetsCurrent 808,612,000
2 Receivables 1,185,670,000
3 GoodwillAndIntangibleAssets 1,911,352,000
4 remainder_Assets 1,664,679,000
5 LiabilitiesCurrent 0
6 LongTermLiabilities 2,345,414,000
7 SecuritiesRepurchaseAgreements 206,000
8 Payables 2,127,380,000
9 remainder_Liabilities 735,717,000
10 LaborExpense 609,257,000
11 GeneralAndAdministrativeExpense 166,389,000
12 CommissionsAndAdvisoryFees 3,754,214,000
13 OperatingExpenses 123,584,000
14 remainder_Expenses 745,556,000
15 RevenueFromContractWithCustomer 0
16 InterestIncome 29,412,000
17 BrokerageAndAdvisoryCommissions 5,278,596,000
18 TradingGainsAndLosses 0
19 remainder_Revenues 563,632,000
20 remainder_NetIncome 0
21 remainder_ComprehensiveNetIncome 0
  yvar yval
0 Assets 6,523,571,000
1 Liabilities 5,208,717,000
2 Expenses 5,399,000,000
3 Revenues 5,871,640,000
4 StockholdersEquity 1,314,854,000
5 NetIncome 472,640,000
6 ComprehensiveNetIncome 472,640,000
7 BaseVar 31,225,084,000
8 EconomicCapitalRatio 0.620

Edgar->Model Mapping

Feature Distribution

Change over Time