Third party marketers

The Iowa locally owned bank moved to Raymond James after a 20-year run with another broker-dealer.

The institution employs four advisors who have $112 million in AUM.

One of the 10 largest credit unions chooses Raymond James after an 11-year run with another broker-dealer.

The Short Hills, N.J., bank chose Invest Financial for its home office resources, scale and technology.

The community bank saw Raymond James' financial services and resources as fitting well with its customer-focused strategy.

First National Bank of Bemidji in Minnesota is looking to add advisors and clients.

The Syracuse, N.Y.-based credit union chose CUSO from among five third-party broker-dealers for its technology, reporting capabilities and specialization in financial institutions.

The nation's seventh largest credit union moved its investment program to CUSO Financial Services drawn in part by its technology systems and accessibility.

The Wayne, N.J.-based bank chose Cetera Financial Institutions because it believed the firm could help the bank expand its service offerings into the mass-affluent market.

The community bank says that LPL's compliance resources and technology were major factors in its decision.