Bank channel

Here we present the third segment of the Top 100 Bank Advisors. You can see the top 50, as well as those who ranked 76-100, in our corresponding slideshows.

Here is the second segment of the Top 100 Bank Advisors. Check out the top 25, as well as those who ranked 51-100, in separate slideshows.

A well-rounded approach wins the day with the annual advisor ranking. No one-trick ponies allowed, as multiple metrics count toward advisors' scores, including AUM, production, growth and fee business.

Which banks and credit unions are advisors moving to? Eight recently jumped to Union Bank, Wilmington Trust and other institutions from J.P. Morgan Chase, PNC Bank, Wells Fargo and City National Bank, among others.

Central Valley Community Bank of Fresno, California, will look to Raymond James to help it expand its client investment offerings.

The exec returned to Northern Trust as market leader of Sarasota and Manatee counties in Florida after a five-year stint with U.S. Trust.

A massive acquisition, the possible end of the Broker Protocol and other issues will shape the industry in 2018.

The bank lured two professionals who will work with high-net-worth clients with at least $3 million in investable assets.

The rep neglected to tell Wells Fargo that a 97-year-old client had named him as beneficiary and co-executor of her estate.

The regulator was looking into customer complaints and arbitration claims that rep engaged in unsuitable trading.

California Credit Union and North Island Federal Credit Union consolidated their investment programs in anticipation of their merger in March.

The senior's investments were overly concentrated with as much as 95% of her portfolio invested at times in oil and gas master limited partnerships.

The exec will lead the private banking business across 10 markets.

Ben Ollendick will focus on new business development and lead a team of advisors serving clients with a net worth of more than $75 million.

The bank completed the acquisition of a local insurance agency without the executive hired to grow the bank's insurance business.

Since investment programs are a small portion of an institution’s overall business, demonstrating the benefits to deposits and loans is instrumental in gaining support.

The advisor reportedly sold $48,500 worth of securities in a purported computer products wholesaler without disclosing the transactions to his then employer, J.P. Morgan Securities.

The Arizona-based firm serves as a super OSJ, supporting advisors who work for 13 affiliated credit unions as either employees or independent financial advisors.

The bank is testing several trading and investing platforms and will be talking about "what might or might not work," CEO Jamie Dimon said during its third-quarter earnings call.

The bank, which has a focus on millennial investors, cited Cetera’s technology tools as a particular attraction.