2020 was a challenging year for many, but presented an opportunity for advisors to really shine when it came to trading and rebalancing portfolios.

Our 2020 Retrospective provides you a ‘Peak’ of what trading and rebalancing looked like last year—from our view. We experienced record-breaking growth in 2020 and have big plans to continue to grow and innovate in 2021 to benefit our advisors.

Download the Retrospective below to see AdvisorPeak’s 2020 trade volume, top holdings over the year, company growth, and more.