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- SELECT Household.Name, FinancialPlanner.LastName, PlanFirmSpecCode.SpecialCode,
- SUM(Asset.Value) AS HHValue,
- SUM(CASE WHEN financialinst.name = 'National Financial Services' THEN Asset.Value ELSE 0 END) AS NationalValue,
- SUM(CASE WHEN financialinst.name <> 'National Financial Services'THEN Asset.Value END) AS DirectValue
- FROM PlanFirmSpecCode INNER JOIN
- FinPlanSpecCode ON PlanFirmSpecCode.PlanFirmSpecCodeID = FinPlanSpecCode.PlanFirmSpecCodeID RIGHT OUTER JOIN
- Household INNER JOIN
- Account ON Household.HouseholdID = Account.HouseholdID INNER JOIN
- Asset ON Account.AccountID = Asset.AccountID INNER JOIN
- FinancialPlanner ON Household.FinancialPlannerID = FinancialPlanner.FinancialPlannerID LEFT OUTER JOIN
- FinancialInst ON Account.FinancialInstID = FinancialInst.FinancialInstID ON FinPlanSpecCode.FinancialPlannerID = FinancialPlanner.FinancialPlannerID
- WHERE (Account.Closed <> 'Y') AND (Asset.Value > '0') and (Account.Managed <> 'N')
- GROUP BY Household.Name, FinancialPlanner.LastName, PlanFirmSpecCode.SpecialCode
- Order by household.Name
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