I am guessing u-joints as well, if they didn't put new ones on when balancing the driveshaft.
2 reasons I am leaning towards a bad u joint...
1, when u "float" over a bump you are changing the angle at which the u joint is operaing.
2, you said balancing the driveshaft helped 80% of the vibration. Either it was actually the driveshaft, or by simply removing the drive shaft the u joint was manipulated in such a way as to make it ride different in the yoke.
As much money as you have thrown at it, u joints would be pretty cheap.