Taotao Zhao

The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.

Zacks Investment Management, Inc. (ZIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Ben Zacks in 1992 and is a subsidiary of Zacks Investment Research, Inc., owned by The Greenwood Trust. ZIM manages separate accounts, public and private pooled investment vehicles, and is an adviser to several wrap-fee programs.

Scout Security, Inc. operates as a self-installed, wireless home security system. It offers mobile application based control and monitoring systems. The company was founded by David Shapiro and Daniel Roberts in May 2013 and is headquartered in Chicago, IL.

Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Getz Bros. & Co., Inc. provides marketing and distribution services. It also provides healthcare, consumer, chemicals, and food processing products. The company was founded in 1852 and is headquartered in Chicago, IL.

ProManage LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Bob Cohen in 1999 and has been providing managed account or asset allocation services to retirement plans, first as Strategic Financial Concepts and then after a merger with ProManage, Inc. in 2004, as ProManage LLC. They became an independent firm through a management buyout in September 2015. In 2023, the firm became a wholly owned subsidiary of Smart Managed Solutions, Inc., ultimately owned by Smart Pension Ltd. in Great Britain. ProManage provides investment advisory services to defined contributions (such as 401(k), 403(b) and 457) plans and their sponsors.

RCP Advisors LLC (RCP Advisors) is a private equity subsidiary of P10 Holdings, Inc. founded in 2001 by William Souder, Jeff Patrick Gehl, Thomas Patrick Danis Jr., Charlie Keydel Huebner and Timothy Jerome Danis. The firm is headquartered in Chicago, Illinois.

Hollyport Capital LLP (Hollyport Capital) is an independent private equity firm founded in 2006 by John Carter. The firm is headquartered in London, United Kingdom.

Ernst & Young Global Ltd. engages in the provision consulting services. Its services include assurance, consulting, strategy and transaction, and tax. The company was founded on November 26, 2001 and is headquartered in London, the United Kingdom.

Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.

Waypoint Building Group, Inc. provides commercial building energy efficiency consultancy services. It offers software as a service product to commercial real estate building owners, asset managers, and property managers. The firm provides utility services, such as program design, implementation and measurement, and verification; customer targeting, marketing, and program enrollment; educating and training for customers and internal utility staff; and emerging technology support services. The company was founded by Daniel W. Loflin and Diane Vrkic in 2009 and is headquartered in San Francisco, CA.

Cheerland Investment Group provides investment services.

Immune-Onc Therapeutics, Inc. operates as a biopharmaceutical company focused on developing innovative therapeutic antibodies for cancer treatment. The company was founded by Charlene Liao and Gui-Liang Yu in 2016 and is headquartered in Palo Alto, CA.

Outpost Capital LLC (Outpost Capital) is a venture capital firm founded in 2016 by Wang Ryan and Zhou Sha. The firm is headquartered in San Francisco, California.

6 Meridian LLC is a wealth management firm headquartered in Wichita, Kansas. It was founded by six Founding Partners in 2016. The firm was acquired by HighTower Holding LLC in December 2021. 6 Meridian provides services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Part of Alantra Partners SA, Alantra AG is a Swiss company that provides financial advice. The company is based in Zurich, Switzerland.

Guangdong Lianrui Law Firm provides legal services. The private company is based in Shenzhen, China.

MOAC Blockchain Tech, Inc. provides blockchain technology services. The CEO of the American company is Xiaohu Chen.

Optiver UK Ltd. is a private company that provides security and commodity contracts dealing services. The company is based in London, UK and was founded in 2018.

NSI Retail Advisors LLC (NSI Retail) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is owned by NSIR Intermediate Holdings LLC, ultimately owned by Estancia Capital Management. NSI Retail is primarily focused on mutual fund advisory services.

Total Quality Logistics LLC is a large 3PL and freight brokerage firm that has been recognized as a Fortune 100 Best Company to Work For three times. The private company is based in Cincinnati, OH. The company's services cover end-to-end logistics, making them a reliable partner for businesses. The company was founded in 1997 by Kenneth G. Oaks, who has been the CEO since then.

Part of Hightower Holding LLC, Madison Avenue Financial Solutions LLC is a company that provides investment advice. The company is based in Chicago, IL. The company was founded by Andrew John Mies.