Tom Smith

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

D.A. Davidson & Co. (Investment Management) (DAD-IM) is the investment management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a wholly owned subsidiary of D.A. Davidson Companies, a financial service holding company. DAD-IM provides professional money management services to a variety of individual and institutional clients.

Socrata, Inc. provides cloud solutions for open data and data-driven governments. Its products include capital projects explorer, citizen connect, insights dashboard, open finance, performance, perspectives and publica open data. The firm also offers financial insights, open data and citizen management, performance improvement and accountability solutions, blueprint and socrata support site services. The company was founded by Kevin Merritt in 2007 and is headquartered in Seattle, WA.

Part of International Game Technology PLC, Powerhouse Technologies, Inc. is a company that designs and develops lottery systems for the online lottery, video lottery, and casino gaming industry. The company is based in Bozeman, MT. Powerhouse Technologies was acquired by Anchor Gaming on June 29, 1999 for $210.97 million.

Workfront, Inc. provides cloud-based enterprise work management solutions. The firm’s solutions include marketing, IT, agencies, professional service and product development. It offers workfront, workfront fusion, workfront DAM and integrations products. The company was founded by Scott C. Johnson, Nate Bowler, Abraham Knell and Jason Fletcher in 2001 and is headquartered in Lehi, UT.

Ernst & Young LLP engages in the provision of accounting services. The company was founded on April 6, 2001 and is headquartered in London, the United Kingdom.

Cogito Corp. provides software services for phone professionals. It offers technology, computer software and engineering services. The firm engages in the conversation and analyses human behavior through the smart phone. The company was founded by Vikram Sheel Kumar, Joshua Feast, Ali Azarbayejani and Alex Paul Pentland and is headquartered in Boston, MA.

Quiq, Inc. provides customer self-service software solutions and services. Its software is designed to help harness the knowledge of user communities to augment technical support. The firm's clients include Compaq, Sun, and National Instruments. The company was founded by Michael A. Myer and William O'neill in 2015 and is headquartered in Bozeman, MT.

Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors.

RightNow Technologies, Inc. provides customer relationship management software and services. The company offers RightNow CX, a customer experience suite for consumer-centric organizations to enable interactions across Web, social, and contact center touch points. Its RightNow CX suite includes RightNow Web Experience, which integrates into an existing Web infrastructure to provide an online customer experience providing customer access to Web self-service; RightNow Social Experience that enables organizations to listen and respond to conversations with their consumers on the social Web and to build branded communities to cultivate their own conversations; RightNow Contact Center Experience, which enables organizations to deliver consistent customer experiences across multi-channel interactions; RightNow Engage, which provides horizontal service, sales, and marketing business processes that support, span, and inter-connect the Web, social, and contact center experiences; RightNow CX Cloud Platform that provides a platform for scalability, performance, flexibility, and security; RightNow Mission Critical Operations, a cloud delivery platform; and RightNow CX Commitment, which describes the way to deliver a customer experience. The company also provides professional services, including project management and consulting services. It serves various industries, such as technology, public sector, retail/consumer packaged goods, entertainment, financial services, telecommunication, and travel and hospitality industries. The company was founded in September 1997 by Greg R. Gianforte and is headquartered in Bozeman, MT.

Funko Acquisition Holdings LLC operates as a holding company. The company is headquartered in Everett, WA.

National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means.

Ticketmaster Entertainment LLC is a ticket sales and distribution company. It offers event, arts and theatre, sports, and music ticketing services. The company also operates an online ticket selling platform. The company was founded in 1976 and is headquartered in West Beverly Hills, CA.

INRIX, Inc. is a leader in providing data and analytics on movement patterns to enhance mobility. INRIX is based in Kirkland, WA and has subsidiaries in Germany, United Kingdom, and United States. INRIX's innovative approach transforms vast data from connected devices and vehicles into valuable insights, making transportation smarter, safer, and more environmentally friendly. The company's solutions span the entire mobility ecosystem, improving road safety, optimizing traffic signal timing, enhancing last-mile delivery, and providing market insights. The company was founded in 2004 by Seth Eisner, Bryan Peter Mistele, and Craig J. Chapman, with Bryan Peter Mistele serving as the CEO since then.

Ebates, Inc. provides cash rebates and discount coupons for online shopping. It offers services through its family of websites and reward programs, the users can get discount deals and earn money back rewards every time they shop. The company was founded in 1998 and is headquartered in San Francisco, CA.