Converted Clients

Conversion Date: October 14, 2023
Assets: $131M
Headquarters: Delaware, OH

Conversion Date: July 15, 2023
Assets: $653M
Headquarters: Northumberland, PA

Conversion Date: June 3, 2023
Assets: $1.8B
Headquarters: Newtown, CT

Conversion Date: May 6, 2023
Assets: $1.4B
Headquarters: Marlborough, MA

Conversion Date: February 11, 2023
Assets: $476M
Headquarters: Ambler, PA

Conversion Date: February 4, 2023
Assets: $752M
Headquarters: Montgomery, NY

Conversion Date: October 15, 2022
Assets: $688M
Headquarters: Stoneham, MA

Conversion Date: October 1, 2022
Assets: $357M
Headquarters: Barre, VT

Conversion Date: September 10, 2022
Assets: $315M
Headquarters: Rochester, NH
