Hi Burch,
For your Smart List, did you set it up like the following?
Country is US, Canada
or
Country is Empty
And
Company Name is Empty?
I ask becuase if you have dimensions in RCE it will only account for records with an attribute matching one of those columns/rows. If this isn't the case, how big is the discrepancy? If it's within the number of changes to one of these fields you could reasonably expect in a day, then you're likely seeing the difference between real-time updates from MLM smart lists, and the daily data warehouse updates of RCE.